### Comment:
Yeah, idk what MU will do short term. Fact remains that Japan/SK tensions will remain a drag on the supply side the longer it goes on. 
  
 Also, a Toshiba memory factory had a ~~fire~~ electrical outage a few weeks back that destroyed a massive amount of chips in production - so that is seen as impacting the market long term is well. 
  
 Lots of uncertainties, I’m not sure MU is a great short yet. Bit of a gamble right now.

### REPLY:
Crazy. Look up 2015, there was a Toshiba fire back then driving the lack of supply narrative, too. Samsung still pissed on the party.

### END.