Everyone's piling into semi shorts because the trade got crowded and (https://www.cnbc.com/2026/06/09/semiconductor-shorts-pile-on-as-winning-trade-reverses.html). Fair. But here's what they're missing: (https://www.marketwatch.com/story/micron-and-other-memory-makers-are-driving-a-supercycle-for-this-corner-of-the-chip-sector-398c40c5?mod=mw_rss_topstories) into supply plans.

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