$Micron Tech(MU.US) down to 853, and the reason is almost funny: the market's scared because TSMC is spending MORE to meet demand. that's the bull case, not the bear case. you don't raise capex 8 billion into a glut. i added a small tranche into this dip, cost basis 1050. the CXMT IPO is a 2027-2028 supply question, not a today problem. HBM shortage runs through 2027.
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