Portfolio +5.2% YTD, 3.7x the market since inception. Plus, MU prints records across every line. A war that widened the moat. And a guidance number that made Wall Street do a double-take.
Weekly #74: Micron Q2 2026. The Supercycle…
Portfolio +5.2% YTD, 3.7x the market since inception. Plus, MU prints records across every line. A war that widened the moat. And a guidance number that made Wall Street do a double-take.