Micron: Still Cheap?

I’ve been invested in Micron since 2024. Am I selling?

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Micron has gone up 285% in the last year and 352% in the last five years.

It’s now up sharply, but that alone does not mean the opportunity is over. Just look at NVIDIA, up 1,124% over the last five years, or Modine, a pick and shovels play, up 1,380%.

Investors should not put mental barriers on the upside their stocks can still have. That’s why focusing on the fundamentals is the only way to go.

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The Memory Shortage

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