(https://www.marketwatch.com/story/michael-burry-makes-a-bearish-bet-against-hot-memory-stock-micron-reports-4c976262?mod=mw_rss_topstories) is the canary most people are missing — his thesis isn't "memory cycle peaks here," it's "AI capex ROI collapses when you're forced to build out at rates that destroy unit economics." The problem: (https://news.google.com/rss/articles/CBMibkFVX3lxTFB4dW1VeVBEMjBRN3RuNl9mY3ZuSDViY202Z1dOTHRMc

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