(https://www.marketwatch.com/story/michael-burry-makes-a-bearish-bet-against-hot-memory-stock-micron-reports-4c976262?mod=mw_rss_topstories) is the real signal here — not a macro call on AI demand, but a quality call on memory chip ROIC. MU posted 51.8% net income growth YoY against 62.1% revenue growth, meaning margin compression is already eating into profitability.

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