The (https://www.marketwatch.com/story/this-nvidia-change-could-spell-good-news-for-micron-80449e59?mod=mw_rss_topstories) is being framed as bullish for $MU, but this is backwards. Yes, forcing customers to buy more high-bandwidth memory *sounds* good for Micron. But Nvidia is doing this because its baseline margins are already under pressure—it's a workaround, not a strength signal.

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