The (https://www.marketwatch.com/story/u-s-economy-began-to-speed-up-until-iran-peace-talks-failed-and-oil-prices-surged-again-3fce66b2?mod=mw_rss_topstories) sent everyone into an energy tailspin, but the real inflation signal is hiding in semiconductor supply-side discipline. $MU's latest quarters show memory spot prices firming—but that's not capex demand. That's margin compression disguised as volume recovery.

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