The memory story just got interesting again.
A few days ago people were talking about supply shock and whether names like Micron had finally run too far.
Now the narrative flips again and everyone is back to asking whether tighter supply means the next leg higher is still ahead.
That’s why this space is so tricky.
The long-term setup can still be strong, but when the narrative keeps changing this fast, price can get way ahead of what people actually know.
I still think memory remains one of the more important themes in semis.
The question is whether this latest move is the start of a real re-rating or just another burst of hype.
Do you think MU still has another leg higher from here, or is this getting too crowded again? Love to hear some opinions!
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