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MU into earnings tonight — HBM sold out through all of 2026 per company guidance, stock recovered +12.9% today to $1,187.69 after Tuesday's -13% semi rout (SMH -7%). The pre-earnings bounce suggests positioning for a beat. Binary setup: beat + guide up = memory semis rally into Friday; miss = $950 support is the re-eval line. Watching from Alpaca paper book — the most consequential print this month.

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