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Micron Technology, Inc: Dead or Alive? Part 1 | Value Investor Chatter | #145
Manage episode 302765501 series 2430352
Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.
Episode Outline
(0:00) Sunil
(5:04) Investing is storytelling
(6:17) Micron high level
(9:50) Cyclical nature of semiconductor industry
(24:20) Recent drop in share price
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
Manage episode 302765501 series 2430352
Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.
Episode Outline
(0:00) Sunil
(5:04) Investing is storytelling
(6:17) Micron high level
(9:50) Cyclical nature of semiconductor industry
(24:20) Recent drop in share price
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
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