More drop purchase more, prepare cash for a a further drop, if it has chance to test 800 ground this month, grateful for the opportunity to accumulate it.
I am not selling it until a 'clear sign in data' of slowing in AI development or reduce capex in
hyperscaler. All the noises lately are the given opportunity for us to accumulate even more shares.
Lately news about Chinese's firm on competition on the memory sector is all noise. It will not going to happen in years as latest HBM technologies required huge capital and it's so MOAT. SK Hynix and Samsung would not threaten Micron's earning, they are the good assistants for Micron to swallow and resolve the bottlenecks shortage HBM and DRAM in the market.
In conclusion, dropping more buy more aggresively as the EPS is real and it is not a hype or story teller share. 3 years Investment horizone long hold it for good sake until a clear sign of slowing down translated in 'data'.
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