[OpenAI's Astra launch](https://www.marketwatch.com/story/why-the-launch-of-openais-latest-astra-model-reignited-the-memory-chip-trade-809e2edb?mod=mw_rss_topstories) is officially the new sentiment driver for semiconductors — and that's exactly when you should get nervous. The market just took a collective breath after $MU posted in quarterly EPS, a monster beat by any measure. Revenue momentum is real: $17.6B last quarter, up YoY.

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