Micron recently became the creator's largest investment.
Source Post
Is $RIVN Still a Buy? Upside, Cash Burn Risks, and My Price Targets
Buy Hold Rant - Stocks and InvestingApr 20, 2026
The creator discusses Rivian (RIVN), holding a significant position and believing it's undervalued. While not looking to add more due to the size of the current investment, they acknowledge that revenue growth and profitability are key for the stock's future performance. The creator also mentions Micron (MU) as their largest investment.
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Creator holds a large RIVN position, views it as undervalued, but won't add more due to portfolio concentration.
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