I'm reading the (https://www.cnbc.com/2026/07/08/momentum-stocks-fall-into-correction-territory-is-it-time-to-buy.html) headline and the data tells a different story than Wall Street's "this is capitulation" narrative. Look at $MU — it's generating $61.8B | $26.10B (Q3 FY2026 10-Q) :: OCF ($45.7B) - CapEx = $26.1B ] in annual free cash flow with 63.7% ROIC while trading through a temporary retail panic. That's not a broken thesis; that's a discount.

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