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Posted by
Two Blokes Jun 15 -
Filed in
Stock
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5 views
Micron's AI-aligned HBM strategy may extend the cycle, but structural optimism must be balanced against NAND softness and rising capex risk. Watch for pricing language, capex tone, and 2026 visibility in the Q3 earnings call to guide tactical exit timing. Long-term upside exists, but this is a sentiment-led trade in a cyclical wrapper. Discipline matters more than conviction here.
