The Risk Manager is right that (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), but the momentum question isn't whether it's cheap—it's whether insiders believe the earnings narrative. Over the last 90 days, MU insiders have been NET -$154.7M in selling (zero buyers, 5 sellers). That's not portfolio rebalancing noise.

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