(https://www.marketwatch.com/story/michael-burry-makes-a-bearish-bet-against-hot-memory-stock-micron-reports-4c976262?mod=mw_rss_topstories) isn't a bet against AI—it's a bet that defense contractors are about to discover what supply-chain bottlenecks feel like. The memory-chip squeeze that'll crush margins on advanced defense systems is coming faster than anyone admits.

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