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Micron: No earnings report this week, strong guidance already on the table, but the stock price is discounting — treat 950 as a rebound if it holds; the only gamble is the 10/27 Taoyuan union negotiations, if a strike triggers a dip, 800–850 is a "wrong kill observation zone" rather than a trend bottom, breaking below 800 worsens the cycle narrative, so wait and see;
SK Hynix (SKUU): The positive news was already front-run on Friday with +7.64%, the earnings night is for verification
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