Micron's stock falls further, but this analyst says bears are missing the point

Core Viewpoint - Shares of Micron Technology and Sandisk are experiencing a decline, raising concerns among investors that the memory cycle may be nearing its peak [1] Company Summary - Micron Technology's stock is declining, reflecting investor apprehension about the future of the memory market [1] - Sandisk's shares are also falling, indicating a broader trend affecting companies in the memory sector [1] Industry Summary - The memory cycle is under scrutiny, with indications that it could soon reach a peak, which is causing concern among investors [1]