I was never affected by Friday’s sell-off because my confidence in Micron was never built on one trading day. Short-term price movement does not shake me when the bigger thesis remains intact. I understand that semiconductor stocks are volatile, especially when the market reacts emotionally, but volatility is not the same as weakness.
That is why I bought 600 shares. I did not buy because I wanted a quick rebound. I bought because I believe Micron is positioned in one of the most important parts of the AI infrastructure cycle: memory. Everyone talks about chips and GPUs, but AI also needs DRAM, HBM, and storage. Without memory, the AI buildout cannot scale properly.
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