---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000767747.md"
description: "Been holding $Micron Tech(MU.US) since the 600s and the thesis hasn't changed lah. HBM4 sold out through next year, DRAM spot prices still climbing, Q4 guide pointing at around 50 billion in rev. The only thing that scares me now is my own cost basis feeling too good 😮‍💨"
datetime: "2026-06-30T06:06:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000767747.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000767747.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000767747.md)
author: "[Fair_Lemon5303](https://longbridge.com/en/profiles/16656049.md)"
generator: "portal-rs"
---

# Been holding $Micron Tech(MU.US) since the 600s an…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)

## Comments (2)

- **NewUser_pSOqq · 2026-06-30T07:44:15.000Z**: env!!
- **NewUser_HWAg1 · 2026-06-30T07:18:37.000Z**: envious!


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**