The user expresses a highly bearish sentiment toward Micron ($MU), stating a desire to short the stock following reports that the company is developing industry-first stacked GDDR7 memory. The critic argues that stacking GDDR is technically inferior to HBM due to high energy consumption from pin clock speeds, suggesting the move is a result of failing HBM qualifications. While the quoted report notes Micron aims to gain a first-mover advantage over Samsung Electronics and SK Hynix by targeting the AI inference and gaming markets, the user views the strategy as a failure of management.