Micron -- And Some Think MU Will Go A Lot Higher -- June 11, 2024

Locator: 47815SNOWJOB. 

After one-year, MU has doubled; SNOW -- negative.

And even worse, this story. Folks that follow the market understand this -- this is a huge, huge story. 

Link here.

Direct to Barron's.

Berkshire doesn’t perfectly correlate with Apple, and financial stocks were off 1% Tuesday and Berkshire is the largest financial company in the S&P 500. Berkshire could have been depressed if investors sold the Financial Select Sector SPDR of which Berkshire is the largest component.

Berkshire bulls were heartened by the Apple gain because Berkshire’s book value rose as a result and the company’s price/book ratio contracted, making the stock more appealing.

Barron’s estimates that Berkshire’s quarter-end book value will be about $420,000 per class A share, a record, assuming no change in stock prices before June 30.  Book value stood at just under $400,000 per class A share on March 31, 2024.

So much more at the article.