A selloff isn't the same as a

fizzzi

10-13

A selloff isn't the same as a broken thesis. Red days test conviction. Fundamentals are what build wealth.

Here is what we are holding:

Record-breaking earnings and strong guidance.

AI demand driving a historic memory expansion.

Tight memory supply and growing customer commitments.

A massive $35B share buyback authorization.

Memory is becoming essential infrastructure for the AI revolution.

Yes, competition exists. Yes, volatility hurts. But a falling share price doesn't automatically mean a deteriorating business.

The market is trading fear. I'm watching fundamentals.

Conviction isn't built on green days. It's tested on red ones.

$Micron Technology(MU)$ — the story isn't over.

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