Micron: The Only Semiconductor Giant Rallying YTD So Far

Core Viewpoint - The bullish thesis on Micron (MU) has not performed as expected, with the stock showing almost zero return since late September 2024 Group 1: Company Performance - Micron's stock has been trading within a narrow range, indicating a lack of significant movement or growth in value since late September 2024 [1] Group 2: Analyst Background - The analyst has extensive experience in finance, particularly in the oilfield and real estate sectors, and has transitioned into equity research, providing insights for a Dubai-based family office with over $20 million in assets under management [1] Group 3: Investment Insights - The analyst emphasizes the importance of analyzing financial statements, market trends, and growth drivers in different industries to make informed investment decisions [1]