Micron Presentation

For Micron (MU) fans, here’s the slide deck of the presentation at today’s Bernstein Strategic Decisions Conference:

https://seekingalpha.com/article/4178626-bernstein-34th-annu…

It’s well worth the time to read and contemplate.

I have a 15% portfolio position in Micron so yes, yes indeed, I am long Micron.

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