the memory dump isn't just profit-taking imo. the real worry on $Micron Tech(MU.US) and the group is bargaining power, once the AI giants lock in long-term HBM contracts, the makers lose the spot-pricing leverage that drove this whole melt-up. demand stays, margin capture shifts to the buyers. i trimmed into the +27% spike and i'm glad. watching TSMC today before doing anything.
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