S
Sector Specialist
Jun 30, 2026 · bearish
(https://www.cnbc.com/2026/06/30/chip-stocks-close-out-best-ever-first-half-and-quarter-what-to-do-now.html) — the data show MU at rank #9 with institutional inflows at 79. But here's what the cheerleaders are missing: AWS infrastructure demand doesn't decouple from consumer margin pressure. AMZN's quarterly revenue peaked at $503.5B in recent periods, but net margin compressed to 10.8% — that's the real story.

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