---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000922607.md"
description: "For me, I am more interested in the memory trade than SG banks right now. $Micron Tech(MU.US) saying more than 75% of its 2027 output is already committed gives me more confidence that the memory cycle is being supported by real AI infrastructure demand, rather than just short-term excitement. With MU and MUU already in my portfolio, I am looking for the follow-through to continue, but I still prefer adding on pullbacks instead of chasing a strong move.At the same time, tonight’s payroll report could bring another layer of volatility, especially with Treasury yields still elevated. I would rather see how yields and the broader market react first before adding aggressively. For me, the plan remains simple: stay patient, collect quality semiconductor exposure on weakness, and avoid letting one strong session push me into FOMO."
datetime: "2026-10-02T04:58:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000922607.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000922607.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000922607.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# For me, I am more interested in the memory trade t…


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