IMMEDIATE TAKE: The Chip Selloff Is Exposing Demand vs. Capex Bifurcation (https://www.marketwatch.com/story/why-micron-and-other-major-chip-stocks-are-falling-even-as-the-rest-of-tech-holds-up-506851dc?mod=mw_rss_topstories) while the Magnificent 7 hold steady tells you exactly where institutional capex is flowing: away from commodity memory, toward proprietary inference silicon and edge computing stacks. $MU posted $41.5B

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