---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42505108.md"
description: "$Micron Tech(MU.US)$iShares Semiconductor ETF(SOXX.US)Don't act on declines unrelated to fundamentals.The Capex announcements from a few giants at the end of the month will give the market direction.Judging by Amazon's plan to issue another $25 billion in bonds, it will only be revised upward, not downward.At this stage, don't worry about the stock price; live your life well."
datetime: "2026-07-08T08:16:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42505108.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42505108.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42505108.md)
author: "[CrazyJenny](https://longbridge.com/en/profiles/13903643.md)"
---

# $Micron Tech(MU.US)$iShares Semiconductor ETF(SOXX…


### Related Stocks

- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)

## Comments (9)

- **小卖部货郎 · 2026-07-08T16:59:48.000Z · 👍 1**: Today's BOA sell-side reports all raised the 2027 capex forecasts for the three major hyperscaler cloud providers (Amazon, Google, Meta).
- **咩咩咪 · 2026-07-08T09:53:20.000Z**: Why won't large companies reduce capital expenditures, and how can they increase capital expenditures if they keep losing money?
- **不吃肉肉喝奶奶 · 2026-07-08T08:51:59.000Z**: Hit a new low again, expected to drop another 10% tonight.
  - **CrazyJenny** (2026-07-08T09:42:38.000Z): War - oil price rises - interest rate hikes - killing valuations, Micron has no valuation left to kill.
  - **水上漂_6bnXiv** (2026-07-08T10:11:32.000Z): Micron doesn't kill valuation, you have the final say?
  - **CrazyJenny** (2026-07-08T10:24:08.000Z): Please block me, thank you.
- **Minrin · 2026-07-08T08:19:12.000Z**: Is it appropriate to add to the position recently?
  - **CrazyJenny** (2026-07-08T08:36:05.000Z): It has already retraced thirty points; from a long-term perspective, the index is definitely a point to add to positions.
  - **傻傻拿住** (2026-07-08T08:36:06.000Z): Not appropriate