Fich has allocated 13.12% of it's portfolio in MU at $218.07Micron Technology, Inc.BATS:MUfichresearchFICH Public Equities is fully algorithmic, long-only investment strategy limited to the S&P500 universe. At the beginning of every month, the algorithm rebalances among the 10 stocks showing the strongest momentum, removing human bias completely. Since January 2012, Fich Public Equities has delivered exceptional long-term returns with 37.79% annualized return while maintaining a solid 1.33 Sharpe ratio and 1.13 Calmar ratio. Why Micron Technologies? MU (Micron Technology) — Weight: 13.12% recorded exceptional results in FY2026, with Q2 revenue reaching a record $23.86 billion (nearly tripling year-over-year) and non-GAAP EPS of $12.20, substantially ahead of estimates. Strong execution in high-bandwidth memory (HBM) and DRAM, coupled with tight industry supply and surging AI demand, drove record gross margins, EPS, and free cash flow. Management highlighted memory as a strategic asset in the AI era, with significant investments in manufacturing capacity. Guidance remains robust, expecting further records in subsequent quarters amid a rapidly expanding HBM total addressable market. Monthly algorithmic execution logs and past performance are available via our Substack and website.