hapabapa Investment thesis I was completely wrong with my "Hold" rating for Micron (NASDAQ:MU) last November because the stock gained 93% since then. The company demonstrated revenue and profitability recovery dynamic much better than expected, and that was the big catalyst for the stock to rally. The company is indeed fundamentally strong. The company's revenue and EPS renaissance after massive political headwinds of the last couple of years is impressive. My analysis suggests that the company is likely to ...