(https://www.cnbc.com/2026/05/27/hedge-funds-loved-micron-before-its-run-to-1-trillion-here-are-their-other-favorites.html) ahead of its run to a trillion-dollar valuation — classic VIP basket behavior. But the data shows a risk the market's pricing over. Memory cycle peaks are predictable; what's harder to predict is how debt-heavy chipmakers manage the trough. $MU is sitting on rising leverage in a cycle that historically compresses 40-50% when supply overcorrects.

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