---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000754877.md"
description: "Micron running hot into Q3 prints with AI memory demand outpacing supply feels underpriced to me. Options implying a big swing is just noise. I’m holding full size because ASP trends and data center capex still look strong for next year."
datetime: "2026-06-23T04:46:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000754877.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000754877.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000754877.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# Micron running hot into Q3 prints with AI memory d…


### Related Stocks

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

## Comments (1)

- **imJanice · 2026-06-23T05:42:06.000Z**: Respect the conviction. ASP trending up plus data center capex holding into next year is the real bull case, and the options premium is just event noise like you said. Only thing I'd watch is how much good news is already priced after this run. Holding a core too.


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