Thinking about a ~$20k swing trade on Micron (MU) curious what I might be missing

I’m thinking about opening around a $20k $30,000 position in Micron and wanted to sanity check it with people here, especially anyone who follows semis more closely than I do.

This wouldn’t be a long-term hold for me, more of a short swing maybe a couple of weeks so I’m less focused on 5-year fundamentals and more on near-term sentiment, positioning, and whether this run still has some legs.