- A few days after David Einhorn announced Greenlight Capital has taken a position in Micron (MU), Greenlight has disclosed it owns 23M shares of the DRAM/NAND flash vendor. That's good for a 2.2% stake. (13F)
- Micron had already shot higher in response to Einhorn's original disclosure, which was backed up by a bull thesis centering around DRAM industry consolidation.
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