ok. A lot of what ifs and possible scenarios. I agree SanDisk is the riskiest play but I feel Micron has a lot of room to run and it's valuation is very good. NVDA (my largest holding along with PLTR,AVGO) will continue to dominate also.I've owned LRCX and I currently own quite a bit of MU. What are you buying in this sector or other tech areas? Good post btw.
2026-03-22 02:25:33
7
Paulo Vincenti :
An ability to be clear and succinct would go a long way……jeez
2026-04-03 22:17:55
4
PineappleUnderTheSea :
MU should be good for the next two years. Forward P/E is very low.
2026-03-22 06:04:12
5
th11291 :
Pls get to the point in less than 10 sec! 🙏
2026-04-26 12:30:15
1
Enrique Adelina :
in summary?
2026-03-23 04:03:51
2
Nio_Knight :
Thanks for the detailed complete insights!!
2026-03-21 13:09:50
3
user9059573348491 :
Korian memory chip makers Hynix and Samsung supply’s 80% of market. MU market share is 10%
2026-03-27 14:56:48
2
jordansawyerss :
Which one of the 3 do you invest in
2026-05-03 00:47:16
1
Augustus :
this was amazing! thank you. forgive my ignorance, but how do photonics play into this, if at all?
2026-03-21 22:07:00
3
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