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Msg  13503 of 13517  at  5/3/2022 7:55:13 PM  by

sleepingdog


Re: MU quandary

Some people ignore macro.  IMO, now is not the time to do that.
Second, semiconductors are cyclical (though less so lately).
 
So I am waiting for the big crash, which may be a year or two in the making.
Eventually, MU, my favorite semi, will be available at a p/e of 10.
 


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Replies
Msg # Subject Author Recs Date Posted
13504 Re: MU quandary Between the lions 0 5/4/2022 3:10:05 PM
13505 Re: MU quandary burghguy 0 5/5/2022 7:21:47 AM


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