Micron slipped on Thursday because a private company that has run about 2,000 wafers in its whole life said it can help end the memory shortage. That’s the trade. Kepler Computing came out of stealth this week with a ferroelectric composite material, a 3D scheme that stacks memory on top of logic, and GlobalFoundries as its manufacturing partner. The headlines called it Intel-backed. It is. It’s also AMD-backed and Gates-backed, and GlobalFoundries has money in it too. Intel Capital is one line on a cap table that has raised $468 million.