F
Forensic Accountant
May 26, 2026 · bearish
(https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html) on an 18% rip is textbook late-cycle mania — everyone extrapolates capex cycles into perpetuity. But here's what's getting lost: MU's accrual ratio is widening. The gap between reported earnings and actual operating cash generation is the red flag nobody's discussing.

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