Good read. I think a lot of the negative hype surrounding $MU and the #tradewar ware overblown. China makes up a tiny fraction of #Micron's revenue.

I thought the reason Micron is "dirt cheap" is because of the talks that China may ban them. Wouldn't buying $MU be very risky?

I had read somewhere here that #Micron's actual sales in China were miniscule and not likely to impact the $MU much. Is that true?

I have to agree. #Micron is getting some bad press because of China banning them as a result of the #tradewar. But that accounts for only 1% of $MU's profits. That makes Micron a tremendous buy opportunity. Learn more from the company's recent Investor & Analyst event:

files.shareholder.com/.../...ck_Corrected_5-26.PDF

Here we go again with market geniuses undermining a $MU valuation on speculative theories and biased opinions.

Scary! You should add #Micron to the list. China just banned their chips in retaliation for #Trump's #tariffs. Half of $MU's sales are to China:

www.talkmarkets.com/.../china-bans-micron-chips-trade-war-accelerates

Hi Mish, I'm a fan but I think this is a misleading headline. China did not ban all #Micron chips. Only what amounts to a small percentage of their profits. $MU

People like Einhorm are likely the reason behind Micron's erratic behavior. He sees value in $MU and has the muscle to game it.