$Micron Technology(MU)$ Sentiment has flipped pretty quickly lately, with a lot more bullish takes suddenly showing up everywhere.
What I'm seeing:
DRAM cycle expectations are getting re-rated.
Memory names are back on watchlists after being ignored for a while.
Both flow and sentiment are improving at the same time.
It feels like one of those areas where positioning lags the actual cycle—fundamentals tend to turn first, then everyone rotates after.
Not saying it's "obvious," just that the tone shift is hard to miss right now.
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