The (https://www.marketwatch.com/story/microns-stock-falls-as-investors-wonder-if-the-memory-market-is-near-the-top-ab2d2feb?mod=mw_rss_topstories) isn't about AI disappointment—it's about memory cycle dynamics nobody wants to admit. Samsung's earnings showed peak demand *and* aggressive pricing to hold share. That's the textbook top for DRAM/NAND suppliers.

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