Steve_Z
2026.07.14 05:48

$Micron Tech(MU.US) back under 930 after SK Hynix had its worst day ever. but the trigger was a margin miss (HBM contracts cap upside), not a demand miss. those are completely different problems. i held my core through the last bear-market scare, cost basis 1050, and i'm not selling into this one. not adding until after tonight's CPI though, no heroics.

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