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The top has yet to come for MU and DRAM

MonolayerMoS2reddit / Jun 21, 2026 · 11:52 / MU TARGET

TL;DR: The market is mispricing Micron and the memory sector because people still think this is a standard cycle. With HBM sold out through the year and margins hitting software levels, the AI bottleneck has permanently re-rated this industry. Wednesday …

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