---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42164302.md"
description: "$Micron Tech(MU.US)1. One earnings report saved half the market; the after-hours report was explosive. Storage stocks like $Roundhill Memory ETF(DRAM.US) and $Sandisk(SNDK.US) all rose, lifting the entire semiconductor supply chain. BUT note that the 'Magnificent Seven' are still down; 85% of the gross profit was taken by these 'shovel sellers'. So the giants were issuing bonds just to pave the way for others.2. Trading Reflection:1) Recently, I was fully invested, but in the wrong direction. I was positioned in the 'Magnificent Seven' for a long time with no gains, and the market's big shake-up a couple of days ago caused a significant pullback. This severely impacted my subsequent trading.2) If I could have better controlled this non-core investment and avoided these losses, I would have bought the dip in storage/MU/DRAM. Otherwise, I really wouldn't have added to my position.3) Micron's earnings report was truly the focus of the entire market. It was a great opportunity for zero-day options: you could say half the village's hope rested on it. My approach to watching the market this time was also wrong. There wasn't much to see pre-market; I should have watched near the close to see if there was any capital positioning, then taken a small gamble on zero-day options (just luck). After the report, I could have identified the direction and promptly hedged with the underlying stock or a 2X ETF.4) As the saying goes, learning to hold cash and wait is crucial. You don't need many opportunities; just catching one is enough. The worst thing is to mess around before the opportunity arrives, and then be stuck in a bad position when it does, losing your composure.5) You have to be able to take a hit, get back up quickly, and not let it affect your new judgments and analysis. Otherwise, muscle memory can easily be exploited by the market, leading you by the nose.6) Although I didn't add to my position this time, and the plan was to wait for the earnings results and the pre-June-end adjustment, I did well by not touching my existing related stock positions!"
datetime: "2026-06-24T23:12:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42164302.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42164302.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42164302.md)
author: "[大西北的汉子](https://longbridge.com/en/profiles/12811387.md)"
---

# $Micron Tech(MU.US)1. One earnings report saved ha…


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