To The Moon

I invest mainly in secular growth companies and would, therefore, avoid Micron because the memory and storage segment is highly cyclical.Micron is reporting strong growth in the past few quarters and this trend is expected to remain positive over the next couple of years.Micron Technology is a cyclical play within the semiconductor industry and I prefer to invest in secular growth companies, but its valuation is so cheap that it makes a very compelling investment right now.Micron is one of the l

Some surprises among the small number of stocks that are down for 2021 The S&P 500 index closed at a

Something odd emerged as automaker after automaker - most notably $Toyota$ last week - announced they would throttle auto production in coming months due to a historic chip shortage: according to calculations from Financial Times parent, Nikkei, total inventory at the world's nine leading chipmakers hit a record high of $64.7 billion as of the end of June as "companies quickly moved to ramp up production to alleviate a protracted shortage that has disrupted supply chains in the auto industry and