---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000953737.md"
description: "I view Micron’s rebound as encouraging, yet I am unsure whether the recent decline has finished. Jensen Huang’s remarks on the memory surplus offer reassurance, particularly as AI demand sustains interest in DRAM and HBM. Strong long-term potential does not rule out further corrections in chip stocks driven by high valuations and profit-taking. I expect memory firms to deliver solid results and guidance this week.For now, I favour patience over chasing the bounce. I stay bullish on the long-term AI memory narrative, but I need price stability and improved sentiment before increasing exposure. My strategy is to build positions gradually during meaningful pullbacks while keeping leverage modest."
datetime: "2026-10-26T04:05:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000953737.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000953737.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000953737.md)
author: "[PinkySheepy](https://longbridge.com/en/profiles/17211343.md)"
generator: "portal-rs"
---

# I view Micron’s rebound as encouraging, yet I am u…


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