Micron Faces Faster Memory Downcycle, Bear Case Deepens for MU
A Seeking Alpha piece argues Micron’s memory market downcycle is arriving sooner than expected, pressuring margins despite a pivot to high-bandwidth memory (HBM) and data-center memory; with supply constraints and high prices risking hyperscaler CapEx cuts, the author advocates shorting MU, anticipating a roughly 25–30% decline in the stock.