$Micron Tech(MU.US)

Storage is too hot, I noticed it too late

I was walking on the road, using voice input to let Gemini help me with research

I found Gemini is really amazing, the financial data is accurate and won't make up things

I asked it to use Forward PE and future DCF for valuation

Even the current stock price isn't expensive

The upside is all profit-taking, no trapped positions😂

Strong market consensus with solid momentum

Future capacity has been locked in, the cycle rotation has been temporarily paused

I believe storage is still within this major cycle

I'll participate too, will allocate some on pullbacks

Small position participation