Looking for a new CastleAMD, MSFT, AAPL, MU, are on my short list.
$Advanced Micro Devices(AMD.US$ $Microsoft(MSFT.US$ $Apple(AAPL.US$ $Micron Technology(MU.US$ MSFT has seemed a pretty strong candidate for a while, as well as AAPL, but I feel both got too much play up until recently and have more to pull back.
AMD and MU are getting pummeled by the usual - chip shortage driven price inflation with a strong pullback when it's realized the chip shortage isn't *THAT* bad....but both have strong fundamentals as well.
So AMD and MU are attractive, but MU definitely seems like something's wrong - don't know what yet, but 6 months since an ATH during a huge tech bull run? Could be a sand-pit.
Thoughts?
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