Micron Technology (MU) – semiconductor mania
Transaction Summary Buy 1: Jun 10, 2022 at ~$58 Buy 2: Mar 7, 2023 at ~$58 (added) Sell: Oct 25, 2024 at ~$108.5 Average price: ~$58 ROI: ~87% over ~2.5 years CAGR: ~28% annually My Entry Point Micron is a pure play on the memory cycle (DRAM/NAND). In 2022, the sector was in the gutter – falling demand for PCs and smartphones, oversupply, memory prices dropping, sentiment terrible. I knew this wasn’t the end of the world, just a phase of the cycle. ...