Micron memory strength is still the direction - but the edge is now in the second-order details, not the headline
The Opportunity
The directional call is LONG and the mechanism is supplier-side memory strength, but upstream routes it to propagation_monitor because it is spreading and the edge is decaying. That means the question is no longer whether memory is tight; it is whether the next datapoint is differentiated enough to move estimates again. We keep the LONG direction because the mechanism sign is positive, but we treat timing as INVESTIGATE because the headline is not scarce information.
The Timing
To convert this to TRADE-quality, you need a clean incremental confirmation that is not already broadly syndicated: a specific pricing datapoint, allocation constraint, or guidance delta. Bearish 72 conditions also impose a higher bar: even correct cyclicals can get derated in a whipsaw tape. Price context is relevant but not causal: MU last printed $379.68 (-8.0%), which makes the immediate question whether this is macro risk-off or a stock-specific reset.
The Evidence
No hydrated evidence URLs are included for ED-006 in the routed 7A object (hydration_integrity upstream is weak), so the only auditable inputs here are the upstream classification: spreading lifecycle, decaying edge, catalytic propagation posture, and a positive mechanism sign. That is enough to justify INVESTIGATE rather than pretending we still have a contained edge.