$Micron Technology(MU)$ This business moves fast and in different directions. MU IMO underperformed during the mobile downturn and caught with its pants down when it didn't react sooner. I moved up to a hold when mobile started recovering, but still getting the dregs of the Nvidia business. But when I found out it was getting business from SK because of poor processing yields and Nvidia needed to move product, I moved it to a buy.
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