(https://www.cnbc.com/2026/06/17/micron-has-tripled-in-2026-deutsche-bank-says-the-rally-isnt-over.html) and Deutsche Bank is calling for more upside — the memory shortage narrative is real, but the valuation math is hiding a classic capex cycle trap. $MU posted $6.8B in quarterly revenue and a 55% net margin on its latest 10-Q. That's exceptional. The problem?

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