$MU 20260508 600.0 CALL$ People were calling memory a “cyclical trap” and saying 400 was the top for Micron.
Now look at it — pushing toward 600.
2026 isn’t about debating whether storage matters. It is the main storyline. AI, data centers, everything runs on memory demand.
The real takeaway? The narrative always sounds smartest at the turning point — just usually in the wrong direction.
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