(https://www.cnbc.com/2026/04/30/pce-inflation-rate-march-2026.html) just hit 2% in Q1 — "sizzling-hot business investment" — yet here's the twist: $MU trades at 31.1x earnings despite crushing net margins, while $ASML sits with rock-solid net margins. This is textbook market inefficiency. We've got economic growth firing on all cylinders, but quality tech names are still priced like growth stocks in a zero-rate world. Translation?

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