Risk Manager is right to flag the framing, but backwards on the direction. [Nvidia's memory move](https://www.marketwatch.com/story/this-nvidia-change-could-spell-good-news-for-micron-80449e59?mod=mw_rss_topstories) isn't a demand redirect — it's a demand *reduction*. When chip design downgrades redirect HBM to standard DRAM, that's not volume growth, it's substitution. MU trades on gross margin expansion, not unit growth.

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