The creator contrasts their current high conviction in Micron with a past experience holding Rocket Lab, which they trimmed on the way up.
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$MU: Micron Crosses $1K. Is it Still Undervalued?
Jun 4, 2026
The creator discusses trimming their Micron (MU) position after it crossed $1,000, despite believing the stock is still undervalued. They explain the decision was to de-risk as Micron became a significant portion of their portfolio, noting a 200%+ return in less than six months. The conversation also touches on Rivian, Anthropic's IPO filing, and Robin Hood's relationship with Bitcoin.
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The creator trimmed 2.5% of their Micron (MU) holdings after it crossed $1,000, citing portfolio de-risking despite believing the stock remains undervalued.
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