Venu(@Venu_7_):$MU - Today I closed my Micron position after nearly 7 months with roughly +144% on shares. The thesis played out extremely well. Micron has been one of my highest-conviction investments this year, and I’m very happy with how I held through both the volatility and the bigger move. The long-term thesis remains strong, but part of portfolio management is knowing when to turn substantial unrealized gains into realized profits and reallocate capital when better opportunities emerge. Great company and a great investment. Now back to work finding the next one. 🫡

2026.08.19 19:35

$MU - Today I closed my Micron position after nearly 7 months with roughly +144% on shares. The thesis played out extremely well. Micron has been one of my highest-conviction investments this year, and I’m very happy with how I held through both the volatility and the bigger move. The long-term thesis remains strong, but part of portfolio management is knowing when to turn substantial unrealized gains into realized profits and reallocate capital when better opportunities emerge. Great company and a great investment. Now back to work finding the next one. 🫡