$Micron Technology(MU)$ The $50-ish pullback today is tough to sit through, but September 30 is still out there. If Micron puts up another solid quarter and raises or firms up forward guidance, today's drop could easily end up looking like just ordinary profit-taking.
The memory and AI fundamentals are still considerably stronger than they were in previous Micron cycles. I'm holding MU for the longer term, and treating today's decline on its own as a reason to walk away from the thesis would be unfair, to say the least.
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