Hold MU by Sep 8, 2026.

I have been looking the market all the week. Last week’s payroll numbers basically killed the recession narrative. The U.S. economy is still running stronger than expected, unemployment remains low, and now the focus shifts back to inflation. If CPI comes in hot, I think the market will have to price in a more hawkish Fed, higher Treasury yields, and potentially more pressure on growth and AI stocks. Yesterday I sold som stocks but still holding MU and AAOI as …