### Comment:
I’m torn. 
  
 Something like 25% of his funds are in MU, so I’m sure he’s in some pain. 
  
 But he has shares, and not some weak handed person with $50k in his account, so unless MU lowers guidance to the point they’re going to lose money next quarter I highly doubt Tepper will sell anything.

### REPLY:
I 100%, unequivocally think Tepper is correct and that is the reason I'm so deep in MU, but Trump's tariffs were a complete unknown and could not be accounted for though, and I think that they are stifling global demand for memory.  It doesn't matter though because Micron is STILL going to make over 13.00EPS for 2019, which is insane. Market doesn't seem to care though.

### END.