Micron: Time To Jump Back On The AI Bullet Train (Rating Upgrade)

Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1: Market Context - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1] - The article highlights the author's expertise in risk mitigation during significant market events, indicating a deep understanding of market dynamics [1] Group 2: Investment Philosophy - The central theme of the author's investment strategy revolves around momentum, suggesting a focus on trends and market movements rather than static analysis [1]