---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39466279.md"
description: "$Micron Tech(MU.US)$GE Vernova(GEV.US)These two stocks are very similar, both driven up by AI.Micron has risen too fast and needs to take a breather. Although there's the shadow of war now, from Trump's statement last night, it's clear he's scared again. So the war will definitely end in a market-friendly way. Waiting for Micron's P/E ratio.If Micron is a cyclical stock, I can't understand why GE Vernova isn't a cyclical stock. It's driven by data center demand, and both are constrained by data center construction."
datetime: "2026-03-24T00:41:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39466279.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39466279.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39466279.md)
author: "[维港落日](https://longbridge.com/en/profiles/14243190.md)"
---

# $Micron Tech(MU.US)$GE Vernova(GEV.US)These two st…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [GEV.US](https://longbridge.com/en/quote/GEV.US.md)

## Comments (2)

- **jiafei等待计划执行 · 2026-03-25T01:48:57.000Z**: I missed gev, sigh, didn't buy in when it was 655.
- **维港落日 · 2026-03-24T00:42:18.000Z**: Bullish on Micron 800