Sell MU by Jul 23, 2026.

Just one day ago, the market was still buzzing about the memory story: Micron signed a strategic partnership with Anthropic, a memory manufacturer became a shareholder in a large AI model company, and memory was redefined as a strategic resource that must be secured through advance contracts. The conclusion seemed almost irrefutable. Memory is no longer a cyclical stock. One day later, the market put that conclusion to the test. Today, global AI and chip stocks fell across the board. …