Micron Technology: Why I’m Taking Profits After Rapid Rerating (Rating Downgrade) (MU)

Micron Technology, Inc. ( MU ) has delivered on nearly every expectation I had, as outlined in my bull thesis late last year. Within two months, the stock is up by ~40% and near the $350 mark. The Q4 FY 2025I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model ...