If 360 can't hold, we might see 345, and fill the gap at 345. According to the guidance, barring any surprises, the ttm eps will be updated to around $17.4-18 after the March earnings report. 360 is only at 20 times PE, and I would increase my position below 360. Before buying, think about how long you plan to hold and what your buying logic is.
The combined CAPEX of Microsoft, META, Google, and Amazon in 2026 is already over $620 billion, up more than 70% quarter-on-quarter. Even the traditionally conservative TSMC's 2026 CAPEX has grown by more than 30% quarter-on-quarter. These are long-term fixed expenditures, and at least I believe they support the current bullish view on MU, with no change in fundamentals. MU's memory chips are prioritized for these four companies, so retail memory price fluctuations are irrelevant.
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$Micron Tech(MU.US)
Looking at the performance of the two Korean companies, you can tell how much of the decline is due to sentiment and how much is due to fundamentals.
I was already fully invested, redeemed some money market funds, and continued to add positions at night.
When the market is clearly overreacting, the more fearful, the more greedy.
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