MU
opensemiscyclicalMicron Technology Inc
conviction over time
convictionbuysellcloseholds at the last score until you record another
timeline · 2 entries
- 2025-09-26thesis7/10Conviction 7 out of 10
Memory is a cycle and I think we are past the worst of it. Buying cyclicals when the numbers look bad is the only time it works, and it never feels good.
would prove me wrong
Inventories still rising two quarters from now.
- 2025-09-30bought45 @ $1081.5063
- 2026-06-23update8/10Conviction 8 out of 10
Inventories drew down. The falsifier did not trigger, which is the first time I have been able to say that with a straight face rather than reinterpreting what I meant.
review scheduled 2026-11-04
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$977.50
on 2026-09-17
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$1,051.77-7.06% since
close on 2026-06-23, the day you wrote it