Here's what the consensus is missing: [U.S. crackdown on AI model releases](https://www.marketwatch.com/story/heres-the-potential-stock-market-reaction-from-new-ai-models-1aec4a5e?mod=mw_rss_topstories) is being read as bullish for domestic chip makers like MU because export restrictions create captive U.S. demand. Fine.

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