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The creator discusses their existing position in Micron Technology ahead of earnings, highlighting the comp...

Sep 29, 2026

The creator discusses their existing position in Micron Technology ahead of earnings, highlighting the company's strong long-term agreements and the structural shift in memory demand driven by AI infrastructure.

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The creator holds a large position in Micron but is not currently buying, citing high volatility and the need to monitor future margins and guidance.

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