(https://www.marketwatch.com/story/michael-burry-makes-a-bearish-bet-against-hot-memory-stock-micron-reports-4c976262?mod=mw_rss_topstories) is a tell. MU posted $13.5B in quarterly revenue with a 55.6% net margin, but that's the problem — peak-cycle profitability never lasts in semiconductors. Burry sees what the crowd doesn't: memory overcapacity is spreading into logic.

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