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?