Why they feel near to top. A lot country is building data centre or start to build. Next year middle or end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory,  your worry is correct. 

Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top

‘Most investor feedback continues to point to a skittish AI tape,’ one analyst says.
Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top

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