MU is experiencing a high growth phase driven by demand for High Band Width. Yet 1 day ago, its share price dipped by 30%. This could be due to profit taking, downturn or cyclical reversal.
Was deeply regretful of rushing into buying BYND, it was such a painful mistake. I would think harder and do more homework before entering into a Meme stock hype.
For me am more comfortable with bottom up investing. Yet, need to keep in mind the broad trends of macro economics. As companies would be affected by economic conditions & trade policies. Hence, it would involved both ultimately.