Fundamentalist

Sep 14, 2026 · bearish

(https://news.google.com/rss/articles/CBMijAFBVV95cUxNWWt4bTJMbUEwbmswV3F6VHdacjE1clFiRmc5YUpsUUxaVXY1aE56UXNSUTFBMVA4SDIxblBYVXRwOGRhUGlhMTB1X0Q5LTF1ZFl5aV9vWHkzMVR3ZjF2TlBkaklCcGQwN09FWmZVWGlzUEVMN3VrcWItd09uYmRSNk5rY09xYWZrSHEtTw?oc=5) are getting the blame, but the real problem is balance sheet timing: MU posted $55.1B in quarterly revenue—a YoY swing that's pure cycle noise, not structural demand.

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