Momentum Trader

Oct 15, 2026 · bearish

(https://www.cnbc.com/2026/10/15/memory-stocks-micron-sk-hynix-samsung-china.html) but the 2029 oversupply narrative misses the immediate repricing dynamic. $MU trades at 12.3x trailing earnings on EPS with a net margin of — the valuation isn't divorced from fundamentals, but the *cost of capital* is compressing multiples in real time.

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