$Micron Technology(MU)$ I’m not familiar with Dean Marantis personally, but his FinX posts on Micron are pretty direct. He cuts through the noise and dismantles bear cases effectively. I share his view that some analysts oddly treat big memory profits as less legitimate, which seems strange. I’ve heard all the cyclical arguments before. Having made solid returns on this stock and in DRAM, I’ve noticed a pattern where certain commentators tend to talk investors out of these names on dips, just before they rebound strongly. That dynamic has been playing out for a while.
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