
i'm long memory but i'm not buying $Micron Tech(MU.US) today. the CXMT 8.6 billion IPO is a real signal China is throwing money at DRAM capacity, and when supply fears hit a crowded trade, the flush isn't over in one session. structural story intact, but i want to see it base before adding. trimmed into the recent spike and holding cash for a lower entry.
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