Micron Technology Inc.'s (NASDAQ:MU) stock is sliding into first quarter earnings — not because the AI memory story is cracking, but because expectations have finally caught up. After a 166% year-to-date rally, MU is coming off its highs, down nearly 9% over the past five days, setting up what may be the most consequential quarter of the cycle.Track MU stock here.This isn't Micron's biggest quarter because of its size — it's the biggest because it's the first time the AI-memory thesis must show up clearly i ...