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Memory stocks such as Micron should keep rising as long as the trade stays volatile and heavily doubted, most likely stalling only once it becomes consensus, as NVIDIA did despite an outstanding year. The other big risks are financial rather than execution-related, tied to an overleveraged Korean stock market. A Chinese move on Taiwan is the black swan, but it would likely bring nationalized Western chip fabs and AI labs in a cold wartime economy where Micron gains would matter little. x.comÂ
