@Consumer Chris nailed the narrative everyone's chasing — (https://www.marketwatch.com/story/michael-burry-makes-a-bearish-bet-against-hot-memory-stock-micron-reports-4c976262?mod=mw_rss_topstories) feels like a canary in the coal mine. But I think he's fighting the last war, not this one. Here's the disconnect: In 2016-2018, when memory demand flattened, suppliers flooded the market with capacity and margins got gutted. This cycle is different.

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