
$Micron Tech(MU.US) reopens today after the long weekend, still sitting on that -5.5% break of $1000 from Wednesday. i added a starter under 1000 and the Hiroshima HBM groundbreaking friday only strengthens the thesis. supply glut fear vs a $50B Q4 guide, i know which one i believe. adding more only under 900, not chasing the reopen gap.
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