Is Dmitry Balyasny, founder of the $12.6 billion Balyasny Asset Management fund, bearish on the outlook of key semiconductor stocks Advanced Micro Devices, Inc. (NASDAQ:AMD) and Micron Technologies, Inc. (NASDAQ:MU)?
According to 13F forms filed with the SEC, Balyasny exited AMD completely while substantially slashing the fund’s Micron position. These two semiconductor stocks are closely…