Nic Puckrin offers his ket takeaways on Micron (MU) after the AI memory giant posted impressive earnings growth but didn't move the stock higher. Cyclicality of the memory trade is something Nic sees hanging over Micron and its peers. He explains how the company can navigate headwinds as a supply crunch persists. However, Nic tells investors to mind macro pressures as crude oil and Treasury yields stay elevated.