Javier López-Bernardo On Micron, Samsung and Hynix: Part II
I’m interviewing Javier López-Bernardo. Portfolio manager at the Brightgate Capital Focus Fund. I’ve split up the interview in two thematic parts. This is part II and it will primarily concern the memory giant Micron (MU) but we also touch on a few other memory giants and industry dynamics. Company website:https://brightgatecapital.com/en/brig...