IMHO, no new info by MartyMoho. Read this type of analysis numerous times in Seeking Alpha and MF articles. Mixtures of facts, assumptions and opinions.
There are some incongruence. For example, can’t think of a reason now doesn’t mean won’t have “unexpected”.
“Cycles happen due to… steep, unexpected decline in demand.”
“There is no reason to think demand will do anything but continue to increase due to…"
What do you think of the reverse statement below?
All arguments for MU are historical BS or speculation by people that don’t know what they’re talking about.
If I want to invest a lot of money in this counter and hold it hopefully forever, would want to find out what happen between 2013-16.
Thinking aloud possible tradeable idea: 2013-2015, 7x over 2 years; early 2016 to early 2018? 7x too? Now is 4x so $30 upside?