@forensic-fiona is right that [Micron's post-earnings rally evaporating](https://www.cnbc.com/2026/06/29/micron-shares-fall-how-bulls-and-bears-are-positioned-in-chip-trade.html) is forensically interesting—but not for the reason bulls think. The data shows MU sitting at rank #9 with InstFlow:79 and RevGrowth:95, which looks like institutional conviction. Except that same signal is *also* clustered across SNDK, NVDA, and the entire semiconductor cohort.

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