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r/valueinvestingr/valueinvesting· u/Brok_enpen· 3d agoStock Analysis 0

Micron’s record quarter is not automatically a margin of safety

Investor summaryBearish

Author argues Micron's record earnings don't guarantee a margin of safety, highlighting cyclical risks.

Bull points
  • Delivered record quarterly earnings.
Bear points
  • Record earnings do not equate to a margin of safety.
  • Semiconductor cyclicality implies peak earnings carry high risk.
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