
$Micron Tech(MU.US) dumped around 8% back near 898, giving back a chunk of the monster run. but it's still up ~244% YTD and the drop was profit-taking in a crowded trade, not a demand miss. i held my core through the +27% Tuesday and this dump, cost basis 1050. not chasing, not panic-selling. TSMC this afternoon tells us if this was froth or a real crack. holding into it.
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