Locator: 49276INV.
This story got a lot of play over the past day or so. I don't invest in INTC; I have no plans to start a position in INTC: INTC stock is up 50% in the past month. Even at 50%, I would have to buy a lot of INTC to move the needle of my investment portfolio and it violates one of several of my rules of investing.
One of the magnificent seven in which I invest, however, is Micron (MU). That's a long story and I doubt anyone would care but I will argue that Charlie Munger, despite all his reading, missed this one. I caught Micron simply by reading. I had not planned to invest in Micron. But I started a position a year or so ago and have consistently added to it. I couldn't sleep tonight so just surfing the net and remembered Micron. Curious what it was doing: 55% in the past month. Whoo-hoo!
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
