$Micron Tech(MU.US) was affected by some speculative articles, roughly predicting that Micron's HBM4 may not secure orders for NVIDIA's latest architecture. It's estimated that if the broader market performs poorly tonight, it could drop around -1% to -3%. Of course, this news came out on Friday. As for whether there will be a catch-down decline tonight, we'll have to wait and see. In the long term, it's still viewed positively, as HBM3 and other AI orders remain unaffected, and the capital expenditures of other giants can also support the logic.