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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