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Micron Plunges: Will Memory Stocks Keep Falling This Week?

Micron (MU) tumbled 6.62% as analysts warn Samsung and SK Hynix are aggressively expanding HBM capacity, squeezing MU's excess margins and triggering broad de-risking sentiment. If HBM pricing power shifts toward Samsung, Micron's AI memory premium narrative faces systematic re-rating. $700 is the critical psychological support — a break below would force a reassessment of the medium-term bull case. If Samsung's HBM output exceeds expectations next quarter, how much longer can MU's excess profit window stay open?

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