### Comment:
The analyst also has a shit tier thesis... UBS is really trying to hit both sides of their straddle. 
  
 Does Micron provide the memory in the echo/google home/apple home pod? Hopefully apple earnings shows solid phone volumes. Still only a small segment of the business though. I'm all in Jan 19 55 Calls with a 62 break even. Bought the dip early.

### REPLY:
Actually the analyst portfolio says he is a well respected and followed analyst and semi in memory chip section that was hired in late 2017. And now we know why.  


### END.