---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000754735.md"
description: "My bet on Micron is that the market will sell into the good news. If Micron fails to meet expectations, the stock could collapse. It’s that simple."
datetime: "2026-06-23T03:46:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000754735.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000754735.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000754735.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# My bet on Micron is that the market will sell into…


### Related Stocks

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

## Comments (4)

- **阿尔法s · 2026-06-23T18:46:38.000Z**: This logic applies to most cyclical stocks. But the only variable now is whether Micron will be like NVIDIA before, where every time everyone thinks expectations have peaked, the guidance from management can directly blow the ceiling off. If the AI HBM order given by management this time is schedule
- **NewUser_wgiykD · 2026-06-23T04:59:25.000Z · 👍 1**: Too expensive
- **joker2018～11 · 2026-06-23T04:56:20.000Z · 👍 1**: I'm actually on the other side of this one. HBM is basically sold out through 2026 and Micron is the cleanest play on it. Sell the news might give a dip, but I'd be buying that dip rather than shorting it. Different strokes 🤝
  - **Fattycat** (2026-06-23T05:11:53.000Z): Wait for the market to correct first before it goes higher 😘


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**