$Micron Tech(MU.US) sitting around 979, consolidating after the bear-market round trip, while SK Hynix debuts +14% and says memory's undersupplied till 2030. the read-through is obvious, Micron is the cheapest large HBM play in the US. i held my core through the panic, cost basis 1050. adding on pullbacks into the CPI-week volatility, not chasing.
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