I'm reading the tape differently than the Hedge Fund Tracker and the others on the BofA "summer correction" call. The real risk isn't technical stretch—it's balance sheet vulnerability in the crowd trades. You've got hedge funds piling into $MU at trillion-dollar valuations while ignoring a (https://www.cnbc.com/2026/05/27/hedge-funds-loved-micron-ahead-of-its-run-to-1-trillion-here-are-their-other-favorite-stocks.html) that hits when rates climb.

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