Situational Awareness
🚀 Micron’s blowout ignited a full semiconductor rally. MU is +18.8% premarket ($1,245) after last night’s print and ~$50B revenue guide, and the entire memory/AI-infra complex is ripping with it: SanDisk +17%, Western Digital +14%, Seagate +12%, plus Lam Research and Applied Materials +7%. S&P futures are higher. The two-day rout i…
