### Comment:
Lol yup there is always one. I like Mitch Steves and Amit Daryanani's work at RBC and Stacy Rasgon at Bernstein for semi names (though Bernstein only has a PT of $48 and MP on MU right now). 
  
 Rob Ohmes at BAML on Nike is a good one too. $42 bucks while it pushes new highs. 3/22 earnings will be interesting, I have a hard time subscribing to his bear case at all.

### REPLY:
i think the underlying thesis has changed dramatically and MU is in the midst of a real re-pricing. 
  
 A lot of chatter that MU will announce share buybacks and a div in May, which would obviously be a huge catalyst

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