---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42136179.md"
description: "$Micron Tech(MU.US)$SpaceX(SPCX.US)$NVIDIA(NVDA.US)Share #5 - Better to miss out than to make a mistakeDuring this US market correction, a friend got excited about CRBS at $194 and asked for my opinion. As always, risk control is paramount in capital markets. It's better to miss an opportunity than to make a mistake out of greed. Opportunities are always there; learn to lie low, wait for the right moment, and then strike.PS: Micron reports earnings tonight. Focus on its Q4 guidance, HBM shipments, and gross margin. If it's only a slight miss with optimistic guidance, the impact on the semiconductor sector will be manageable. If it's a big miss with downward guidance, the entire sector could see a significant adjustment. It's advisable to monitor real-time futures and sector ETF reactions.Investing involves risks. Be cautious when entering the market. The above personal views do not constitute investment advice."
datetime: "2026-06-24T09:33:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42136179.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42136179.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42136179.md)
author: "[佳昊研究](https://longbridge.com/en/profiles/15623840.md)"
---

# $Micron Tech(MU.US)$SpaceX(SPCX.US)$NVIDIA(NVDA.US…


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## Comments (13)

- **梦想：打开账户天天笑 · 2026-06-24T10:37:56.000Z · 👍 1**: Are you in a short position right now?
  - **佳昊研究** (2026-06-24T10:40:29.000Z): No, it's just about managing the position well.
- **三思又三思 · 2026-06-24T09:47:20.000Z**: The earnings report wasn't that bad actually, I've opened a starter position.
  - **佳昊研究** (2026-06-24T09:52:19.000Z): Look at my chat with a friend: "The earnings report should be okay," but the Q4 guidance, HBM shipments, and gross margin are the real focus, especially the guidance.
  - **三思又三思** (2026-06-24T10:10:41.000Z): Guidance was raised, but gross margin was lower than expected.
  - **佳昊研究** (2026-06-24T10:13:50.000Z): How could it be leaked in advance?
- **佳昊研究 · 2026-06-24T09:35:17.000Z**: Screenshot of friends chatting