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  • Why Micron is Front and Center in the Trade War

    Published: July 12, 2018

    My initial interest was perked due to my work in the Wafer Fabrication Equipment (WFE) sector. I've become a strong believer in a) the long-term secular growth dynamics gripping the WFE sector b) that there is a sizable valuation disconnect between top companies and their underlying fundamentals,...

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