Semis
SK Hynix and Micron have both crossed the $1 trillion valuation mark as AI-driven demand for HBM and high-bandwidth memory accelerates, with MU up ~19% today alone. The milestone signals a sentiment regime shift for memory chips, but parabolic single-day moves and heavy insider selling at MU set up a classic buy-the-news exhaustion risk.
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Angle
↓ SHORT-12% target+5% stop1-3 weeks, mean-reversion after gap exhaustion
Fade the MU gap-up near $895 — insider selling (54 sales, zero buys last 30d) and a 19% single-day rip on milestone news screams distribution into retail euphoria.