Buy MU by Jul 20, 2026.

We all know the bull run of the last year or so has been on the back of AI hype and the infrastructure around it. We also know that a couple bad earnings calls from a couple major players could cause a nasty price correction. Is there anything you’re doing to hedge against the AI expectation risk specifically aside from general market hedging and diversification? MU and TSM have ballooned their percentage of my portfolio with the recent growth and …