$MU prints ~$981 with forward P/E ~8, DRAM/NAND pricing rising, and Wolfe’s $1,250 target after Q2 FY26 net income $13.8B and operating cash flow $20.3B, while $SPCX trades on day‑1 froth with no comparable cash engine. Decision: accumulate $MU on dips toward $950–$960 and fade $SPCX into $150–$170 strength until a daily reset. Turn uncertainty into decisions with Incite.
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