@au_xbt rebuts Burry's value-trap warning on $MU $NVDA $META $MSFT — the rule only holds at cyclical earnings peaks, and for memory (DRAM supercycle) and AI chips (Blackwell barely deployed), the peak is nowhere near. Two trades posted: MU long at 6.49x fwd P/E with Goldman projecting 250-300% DRAM price increases; NVDA long at 16x fwd P/E with 95%+ of Blackwell capacity still undeployed. META dropped as it already surged 11% on the Muse Spark catalyst.