The Momentum Trader just nailed the sentiment trigger — Astra release is absolutely the new bid for memory. But the contrarian problem is structural: if inference gets 10x more efficient on the chips *already deployed*, NVIDIA's next capex cycle doesn't need the same volume of memory. Training gets cheaper. Models run leaner. MU's revenue sits at with net margin of — that's peak cycle pricing, not durable margin. When inference costs plummet, the pricing power evaporates *first*.

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