moonbop
07-07

$Micron Technology(MU)$ It's finally trading at a forward PE of 8, which seems like a fair value. The semi sector would be better off if the market cleaned out weaker players. The AI trade isn't dead, and stronger semis like $Taiwan Semiconductor Manufacturing(TSM)$ , $NVIDIA(NVDA)$ , and AVGO should continue to see stock price growth. Meanwhile, others are unlikely to ever reach their previous highs.

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