$Micron Tech(MU.US) Micron can no longer be my heavyweight stock. What I need to do this year is to preserve the remaining money. The spot market for DRAM is starting to loosen up. Micron's 66% revenue comes from selling traditional DRAM, and the traditional DRAM cycle has peaked. It all depends on whether there will be a new narrative around HBM. I might consider buying again before the earnings report, as there could be a price surge before it's released.