Micron: Taking A Caution Lap Ahead Of Earnings

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About: Micron Technology, Inc. (MU), Includes: AAPL, SSNLF
by: Joe Albano
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Joe Albano
Long only, Growth, long-term horizon, tech
Summary

There have been a few direct and indirect impacts to Micron's business since last earnings - one has continued further than expected.

These have caused me to bring the race field under caution.

But it does not have me putting out the red flag as the incident is not as bad as it seems - there's a sign we'll go racing again shortly.

I've been bullish on Micron (NASDAQ:MU) over the last two years, starting in September of 2017 when I wrote it as my idea of the month for my service Tech Cache. Since then,