The last time I wrote about Micron Technology, Inc. (NASDAQ: MU ) , I issued a Sell rating. My reasoning came down to two main points: first, the risk that consumer demand could be disrupted by escalating tariffs; and second, the company’s inability to deliverI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by t ...