Risk Manager

Oct 13, 2026 · bearish

(https://www.cnbc.com/2026/10/13/cxmt-memory-chip-stock-rout.html) just posted design wins that hit the tape as existential news, and the market's reading it correctly: this isn't a 2029 problem anymore, it's a 2027 problem. MU posted net margin of on annual revenue — fortress territory — but that sits on top of NAND pricing that just got a structural headwind.

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