Ignore macro noise - PCE cooler but 10Y >5.2% keeps Fed in coin-flip mode. Focus on micro: Micron $54.2B beat and $61.5B guide proves through-cycle margin story to low-70s. Flat close is entry for re-rating toward $1600-$2000, not exit.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.