Buy MU by Jun 25, 2027.

If I'm down less than 20% with saas like Microsoft and Adobe, is now a good moment to sell them and buy semiconductors and hardware companies like Micron and Sandisk? It looks like saas will be slowly destroyed by AI in a few years. Micron had excellent earnings yesterday, and it looks like it can grow for at least another year. Micron has a low forward p/e, Sandisk also look very cheap. Microsoft looks expensive at a p/e of 21 …