---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41243274.md"
description: "Next spring should be the turn of software stocks. You can start positioning in stocks like Msft and pltr. I think 460 for Msft shouldn't be a problem. I feel stocks in the storage sector are already too high. Capital is gradually flowing out of semiconductors and slowly moving into software stocks. Also, Trump has been praising Micron non-stop, so Mu reaching 1,000 in the short term is no problem. A reminder here: a lot of capital is preparing to flee when Mu hits 1,000, so it might drop to around 750 after reaching 1,000. These are my views on the market going forward and some of my positioning. Welcome to discuss.$Micron Tech(MU.US)$Microsoft(MSFT.US)$Intel(INTC.US)$Tesla(TSLA.US)$NVIDIA(NVDA.US)$Sandisk(SNDK.US)"
datetime: "2026-05-29T02:22:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41243274.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41243274.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41243274.md)
author: "[洛城徐先生](https://longbridge.com/en/profiles/28255843.md)"
---

# Next spring should be the turn of software stocks.…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)

## Comments (1)

- **后起之秀 · 2026-05-29T02:23:45.000Z**: Thank you for sharing, teacher.