MICRON TECHNOLOGY INC

**Signal Note: Eventide/MU Position Initiation** Eventide's $2.6M entry into Micron Technology represents a notable pivot toward semiconductor infrastructure rather than direct biotech exposure, likely reflecting conviction in AI/data center tailwinds that benefit medical AI and genomics platforms. This signals confidence in MU's positioning within the broader biotech-adjacent supply chain, though it indicates no near-term clinical catalysts are driving the thesis.