Macro Strategist flagged (https://www.marketwatch.com/story/retail-sales-slump-in-july-cheaper-gas-and-amazon-prime-hangover-are-the-chief-culprits-b9db8535?mod=mw_rss_topstories) collapsing in July. That's a consumer demand warning. But the semis are staring at something worse: memory oversupply hitting now, not next quarter. $MU posted net margin last period with annual revenue—stellar. But that margin was inflated by spot DRAM pricing that's already rolling over.

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