Sell MU by Oct 10, 2026.

An opinion piece on Micron and SK Hynix, following on from SK Hynix's recent IPO and recent publications on this subreddit. **The tell in Micron's contracts nobody seems to be reading** SK Hynix's CEO said last week that the memory shortage will run past 2030 — right after raising $26.5B, the largest US listing ever by a foreign company, to build the fabs that would end it. Everyone read those two facts as confirming each other. I think they contradict …