Micron Expansion Narrative: Already Spreading, Not a Fresh Entry Signal
The Opportunity
Capacity and expansion stories can be tradable in memory, but only when you are early enough to front-run revisions to supply expectations. Here, the system calls FADE: the narrative is already broadly propagated. That means MU will trade on the next hard datapoint (capex detail, start-of-production timeline, contract pricing) rather than on generic 'expansion' framing.
The Timing
With Mixed 65 and crosswind risk 78, the market is prone to swing between 'tight supply' and 'oversupply fear' narratives quickly. A spreading, widely discussed expansion story is not a clean timing edge. You wait for incremental, verifiable specifics that are not already circulating.
The Evidence
The signal is routed to propagation_monitor with spreading lifecycle, decaying edge, and FADE direction. Hydrated URLs for ED-009 are not included in this payload, so this report cannot provide a source link audit for the expansion claim.