---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41184386.md"
description: "$Micron Tech(MU.US) Why does it have the same market cap as Tesla? Its product line is too narrow and its moat is not deep enough. Around 500 is about right."
datetime: "2026-05-27T18:53:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41184386.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41184386.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41184386.md)
author: "[sniper13](https://longbridge.com/en/profiles/19774792.md)"
---

# $Micron Tech(MU.US) Why does it have the same mark…


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## Comments (8)

- **TheN1ghtsWatch7 · 2026-05-28T03:20:55.000Z**: Short it quickly, align knowledge with action.
- **优秀金融消费者 · 2026-05-28T01:06:41.000Z**: 幽默。看不上你就拿好你的特斯拉，到处拉踩你冯呢，不愧是老中壁
  - **sniper13** (2026-05-28T07:32:46.000Z): You, Feng13. Those of you who are anxious are actually not confident in your hearts. Back when I posted a bearish view on the Xiaomi bubble, everyone was so anxious they cursed, but now they can only 
- **limit · 2026-05-27T19:24:54.000Z**: What is Micron Technology's gross margin? 81 percentage points, bro. What about your Tesla? Selling cars at 20 points, energy storage at over 30 points, and what about the Optimus robot? It hasn't even created value yet. Do you know why the capital dropped from 480 to 330? Why did Micron go from 500
- **sniper13 · 2026-05-27T19:09:23.000Z**: Elon Musk's Terafab has a clear plan to produce memory chips, including DRAM, High Bandwidth Memory (HBM), etc., for AI training/inference, the Optimus humanoid robot, FSD autonomous driving, space data centers, and more. •  Target annual production: 100 to 200 billion customized AI and memory chip
  - **张日天** (2026-05-28T05:47:31.000Z): You go short Micron, and I'll pull it down to 1,500 by the end of the year, crushing Tesla.