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Andrew Petsche Profile picture
Andrew Petsche
@PortfolioPatch
IU Kelley School of Business grad. market research and investment ideas. tweeting about stock picks and things I read. Not financial advice.
Nov 16, 2020 • 7 tweets • 2 min read
Great piece in @barronsonline yesterday regarding the outlook for $MU ... stock trading at $60 as of writing, and could easily soar above $100 in the next year.

Read this thread for the investment thesis ⬇️⬇️⬇️ As the 4th largest semiconductor manufacturer in the world (DRAM and NAND), $MU biz is very cyclical and should be near the trough of their cycle. This past year, the company lost 10% of it’s business when they lost their largest customer, #Huawei as a result of the US crackdown