$Micron Technology(MU)$ Micron is already looking to the next generation of memory and cross-vertical integration. It's investing in products and processes to expand its footprint. I'd expect MU to use its recent free cash flow to invest in complementary businesses that could reduce its dependence on core memory. We're just at the ground floor of significant upside potential as they protect their base business and grow dynamically. MU should trade north of $2,000 by December... probably around $1,400 by the end of July as we approach another fiscal year-end. I do anticipate some profit-taking along the way, as many with a low cost basis in this trade will want to de-risk. But the overall flavor here is... we're going higher.

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