Position
MU
Micron TechnologyNASDAQ
LONG-8.5%
- Entry
- FEB 9$964.01
- Last
- $882.02
Thesis
HBM capacity is contracted years out, which turns a historically cyclical memory business into something closer to a backlog business. The market still prices the old cycle.
Writing
Notes on MU
Nothing written on this one yet. A note lands here the moment it is tagged MU, so the thesis above and the writing behind it never drift apart.