#MicronBottomOrTrap

About MicronBottomOrTrap

Micron closed down 10.9% Wednesday, its steepest single-day drop in months, as the memory sector sold off broadly and the bull-bear split came into view. Bulls call it an overreaction: AI demand for high-bandwidth memory has not changed, the plunge is just sentiment overshooting, and this looks close to a bottom. Bears warn the drop may not be done: the memory cycle could be topping, the unwind of high-leverage money is far from over, and buying here is more like catching a knife halfway down.