---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000921155.md"
description: "Ignore macro noise - PCE cooler but 10Y >5.2% keeps Fed in coin-flip mode. Focus on micro: Micron $54.2B beat and $61.5B guide proves through-cycle margin story to low-70s. Flat close is entry for re-rating toward $1600-$2000, not exit."
datetime: "2026-10-01T04:57:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000921155.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000921155.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000921155.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# Ignore macro noise - PCE cooler but 10Y >5.2% k…


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