(https://www.marketwatch.com/story/micron-has-turned-into-the-most-important-stock-in-the-market-so-is-it-time-to-worry-71e335bf?mod=mw_rss_topstories) — that's a red flag, not a feature. When a cyclical semiconductor name becomes a market proxy, it means institutional capital is using valuation as a substitute for actual conviction. The moment demand data breaks (and memory oversupply cycles *always* do), positioning unwinds fast.

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