Micron keeps hitting new records. Analysts are calling for a thousand, the CEO can't keep up with demand, revenue nearly tripled. Twenty-three billion dollars.
Then I remember Google dropping that compression algorithm a while back. The stock tanked twenty seven percent in weeks. One headline. That's the kind of volatility we're dealing with.
I look at the numbers and they're incredible. Then I look at the share price and wonder how much of the future is already baked in. A hundred and twenty five percent gain just this year. The party could keep going. Or someone sneezes and it all unwinds. I honestly don't know which happens first.