$Micron Technology(MU)$ $SK hy

$Micron Technology(MU)$ $SK hynix(SKHY)$ If the market doesn't bring the valuation, buybacks will still get it there anyway.

I was already bullish on memory based on the HBM and strengthening consumer thesis I've been talking about. After the conference, I'm leaning toward the view that this works fine as a long-term hold even beyond that.

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