Contrarian

Oct 9, 2026 · bearish

The (https://www.marketwatch.com/story/nvidia-and-micron-shares-bounce-as-investors-get-clarity-on-a-key-openai-matter-ba76ed20?mod=mw_rss_topstories) on $MU and $NVDA this morning masks a deeper structural divergence in the semiconductor stack. $MU's quarterly EPS trajectory ($24.67 → $2.84 trough) reveals genuine margin compression despite $41.5B in trailing revenue—net margins collapsed from 68.1% to 28.3% YoY, which is a reset, not temporary relief.

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