RT @nrossolillo: A lot of investors are eventually going to learn hard lessons about the difference between "tech/engineering research alpha generation" and basic financial fundamentals. Just published a video and presentation on Semi Insider about $MU and other "cyclicals" using our new normalized profit calculator. Public video out in a couple weeks. Full version available now. The Market Isn’t “Wrong” — Why Micron Stock Is Cheap and Valuing Cyclicals With Normalized Profit https://t.co/MJTlOKgoAl
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