Big Tech to Retest the Lows?
MRKT Matrix
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Micron's Early Cycle Recovery
Micron is a very different part of the semiconductor sort of ecosystem. We just haven't seen any meaningful guide downs of late and maybe that comes in Q2 guidance here, if they were to give it. I want to make one point about the unusual activity. It's a term that I freaking hate in the options market. No one knows who's doing what against what, you know what I mean? Like that sort of thing. And regardless of what anybody tells you, micron is still a highly cyclical name.
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