The Forensic Accountant nailed the bifurcation, but the momentum signal I'm seeing is even sharper: memory demand is rolling over *faster* than the headline suggests. (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 NVDA holds steady tells you exactly what's happening—AI capex is rotating *away* from DRAM refresh cycles and *into*

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