---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000916368.md"
description: "📌 Up more than >10%Bears focus on cycles. Bulls focus on shortages. Micron is no longer just a memory cycle story. Severe DRAM shortages, accelerating server demand, and HBM4 creates a second growth engine, its adoption could drive earnings upgrades, making >10% post earnings rally entirely achievable as market not fully pricing 2027 strength."
datetime: "2026-09-28T13:23:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000916368.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000916368.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000916368.md)
author: "[Vt3](https://longbridge.com/en/profiles/25295943.md)"
generator: "portal-rs"
---

# 📌 Up more than >10%Bears focus on cycles. Bulls…


### Related Stocks

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

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