Buffett's disciple selling Micron: The semiconductor stock party has just begun, and the vast majority of people should buy indices According to BlockBeats, on June 25th, Mohnish Pabrai, a "Buffett disciple" and globally renowned value investor, had opened a position in Micron in 2017 and cleared it in September 2023, earning only about twice as much; After two years of liquidation, Micron's stock price rose more than 15 times, estimated to have lost about $2 billion in profits. In the operation of SK Hynix, he also sold early. On June 22nd, he reviewed his most painful erroneous trades on a South Korean talk show called "Inside Information": "Very sorry. I violated my principles and sold the company that should have been held forever." In the show, he suggested to ordinary investors: "More than 99% of people should directly buy index funds; if they cannot judge the 10-20 year cash flow of individual stocks with certainty, they should not buy individual stocks." At the same time, public information shows that he currently holds heavy positions in cyclical stocks (Warrior Met Coal for coking coal, RIG for offshore drilling, etc.) in Q1 2026. When asked by the host, "What advice do you have for investors who currently hold Korean semiconductors?" Paboli replied without hesitation, "If you already hold, don't sell. The party has just begun