Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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Micron's Growth in the Flash Drive Market
I think a lot of people who listen to this podcast are generalists. And every generalist has seen micron at one point, you know, and the stock is just for people who aren't on the YouTube,. Micron stock's a five X inside a year, like everybody's seen the micron stock. People are going to say, oh, these guys are supplier flash. We've seen what happens to micronStock. Why are these guys not going to be super cyclical?
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