Core Insights - Micron Technology (MU) has received two Buy ratings since the second half of the year, which have been validated by a market performance increase of approximately 107% [1] Group 1: Investment Philosophy - The investment philosophy of Kennedy Njagi emphasizes long-term discipline, consistent alpha generation, and a cautious approach to risk [1] - Njagi is characterized as a GARP-themed investor focusing on companies with aggressive growth prospects that are expected to become highly profitable within 1-2 years [1] Group 2: Analyst's Position - The analyst has a beneficial long position in Micron Technology shares, which may include stock ownership, options, or other derivatives [1] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [1]
Why I Am Still Bullish On Micron