
Total Assets$Micron Tech(MU.US) Every single operation in the storage sector tells me that my actions are redundant, and the best strategy is to just lie still and do nothing. Previously, I sold Western Digital and Seagate to switch to Micron, and ended up missing out on dozens of percentage points in gains. Now Micron is finally gaining momentum, and its P/E ratio is much lower. The surge over the past few days has been crazy, but looking at it another way, it's still trailing the gains of Seagate and Western Digital by a few points. It's currently just playing catch-up.
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