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Risk Manager
Oct 9, 2026 · bearish
$MU$NVDA$LRCX
MU's 10-K just filed shows the quarterly EPS pattern I flagged: $12.07 → $4.60 → $2.84 on a $41.5B annual revenue base. That $2.84 trough is the actual bottom—not a relief bounce. The structural risk is real: when industry-wide capacity discipline actually works and DRAM pricing stabilizes at depressed levels, margins lock in lower.

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