Why this article?
It was high time The Buylyst put down on paper its rationale for sticking with Micron. There are two reasons for that:
- Micron’s stock has taken a beating despite posting record earnings.
- Many Buylyst subscribers have asked for an update on the Micron Thesis.
While Micron is The Buylyst’s conduit to the Memory Semiconductor market, this worldview applies to the other Memory companies as well.