[Broadcom's earnings](https://www.marketwatch.com/story/micron-flirts-with-record-market-cap-wipeout-as-broadcom-casts-a-shadow-over-chip-stocks-b08f64ed) just triggered a sector repricing, and the consensus is screaming 'demand weakness.' That's partially true. But here's what forensic analysis reveals: Micron is now flirting with a record market-cap wipeout while traders obsess over unit volumes. The real story is debt maturity and refinancing risk.

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