---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41512409.md"
description: "$Micron Tech(MU.US)$Marvell Tech(MRVL.US)$Nokia Oyj(NOK.US)Slowly adjusting the portfolio. The certainty of Micron is greater than that of Marvell and Nokia, but I'm greedy. Simply put, I still want 200% growth. Marvell and Nokia are much easier than Micron. If you miss Micron, you miss it. Micron has already become a trillion-dollar giant ship. The good old days of tenfold growth in a year are gone."
datetime: "2026-06-05T05:19:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41512409.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41512409.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41512409.md)
author: "[Ryan-](https://longbridge.com/en/profiles/19144604.md)"
---

# $Micron Tech(MU.US)$Marvell Tech(MRVL.US)$Nokia Oy…


### Related Stocks

- [NOA3.DE](https://longbridge.com/en/quote/NOA3.DE.md)
- [NOK.US](https://longbridge.com/en/quote/NOK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)

## Comments (22)

- **山雨 · 2026-06-05T17:47:45.000Z**: Sensible. Micron doubling is too difficult, the risk-reward ratio isn't worth it.
- **山雨 · 2026-06-05T09:59:20.000Z**: Reasonable to go for storage now, with an expectation of 2 trillion? All are profit-taking positions, mainly because I'm timid.
- **认真赚钱低调做人 · 2026-06-05T06:26:35.000Z**: Does that mean Nokia and Marvell will see even stronger gains?
  - **退场** (2026-06-05T06:47:49.000Z): To put it simply, one is a few hundred billion, the other is a trillion. Their market caps are different, so the amount of capital needed to move them is different. With the same positive news, Marvel
- **小马哥的交易员 · 2026-06-05T06:22:58.000Z**: Switching from Micron to Nokia and Marvell?
- **蓮蓉小狗喜欢海力士 · 2026-06-05T06:08:30.000Z**: SK Hynix has lost 28 points over the past couple of days.
- **小狗湘 · 2026-06-05T06:04:22.000Z**: Bro, analyze how high SanDisk can go
  - **Ryan-** (2026-06-05T06:06:11.000Z): I don't know, I've never bought SanDisk.
- **晴儿2025 · 2026-06-05T05:49:27.000Z**: On the Eve of the Bubble
  - **Ryan-** (2026-06-05T05:54:20.000Z): I don't understand your logic. If you didn't make money during the bubble, does that mean you can avoid it when it bursts? The internet bubble affected every corner of the world and impacted every ord
  - **晴儿2025** (2026-06-05T05:58:48.000Z): I didn't say bubbles are bad.
- **止损不止盈 · 2026-06-05T05:45:21.000Z**: What about Micron's $2 trillion?
  - **新用户_nwCGVj2** (2026-06-05T06:53:05.000Z): Two trillion can at most double, but small market caps can quadruple or quintuple.
- **UncleK · 2026-06-05T05:30:58.000Z**: Both demand and the quantity demanded will have an impact. Are the respective revenue increments a reference indicator?
  - **Ryan-** (2026-06-05T05:54:49.000Z): Yes, according to the P/E ratio, Micron is still cheap.
  - **Ryan-** (2026-06-05T05:55:27.000Z): Nokia and Marvell, their current performance can't possibly catch up with the storage business of the past. That's how it looks now, who knows about the future.
  - **Lucky Jason** (2026-06-05T06:04:18.000Z): Wall Street's usual trick, you think they're not afraid of missing out even if they sell too much. Same here, institutions are also afraid of a sudden short squeeze.
- **新用户_3KMbcj · 2026-06-05T05:20:16.000Z**: What does the SanDisk boss think?
  - **Ryan-** (2026-06-05T05:22:33.000Z): Those who didn't buy earlier don't need to buy now either; for those still holding, the profit cushion is as thick as a city wall, so its ups and downs don't matter.
  - **慢慢变富•** (2026-06-05T05:50:03.000Z): Thick as a city wall, this metaphor is apt.
  - **新用户_m58nZ** (2026-06-05T05:58:10.000Z): No need, costs are almost negative.