### Comment:
MU booms and busts in cycles.      
      
 AMD boomed when people thought they could compete with Intel, turns out they couldn't. Now, they pretty clearly can, and it's booming again.      
        
 BYND is IPO hype as investors and speculators try to figure out what it may actually be worth someday. Currently, no one really knows.

### REPLY:
No one really knows? I fail to see the edge they have. 
  
 Do they control the pea production? Is their IP good, if any? 
  
 Their products are average, expensive. They're not even the 1st movers. Besides vegan brands, Nestle, Tyson and others are already competing. 
  
 All I see is a bubble. I'd love to see how their valuation makes sense.

### END.