Big move for MU. The bear case

Big move for MU. The bear case around short memory cycles looks weak now. The NVIDIA call transcript is worth reading. NVDA's CFO confirmed the supply bottleneck runs through FY28, and NVDA margins are being hit by steep memory price increases that are expected to keep heading higher into next year. Pricing power is fully with memory producers. This looks like a multi-year structural bull setup. Pricing power has completely shifted. $Micron Technology(MU)$

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