Micron: HBM Momentum Isn't Enough To Justify This Price

Group 1 - The article discusses the previous Sell rating issued for Micron Technology, Inc. based on concerns over consumer demand disruption due to escalating tariffs and the company's delivery challenges [1] - The author emphasizes a focus on investing in companies within oligopolistic sectors that have high barriers to entry, while avoiding smaller companies due to underestimated risks [1] - The investment approach highlighted is centered on growth at a reasonable price, with a mid- to long-term investment horizon [1]