James E. Thorne says investors are focused on 3 questions: will Micron’s discount fade, when will the Fed change course, and is Bitcoin in a supercycle? Micron has traded below 7x 2027 earnings, while oil could influence Fed policy.
published
James E. Thorne says investors are focused on 3 questions: will Micron’s discount fade, when will the Fed change course, and is Bitcoin in a supercycle? Micron has traded below 7x 2027 earnings, while oil could influence Fed policy.
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