---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000801861.md"
description: "$Micron Tech(MU.US) down to 853, and the reason is almost funny: the market's scared because TSMC is spending MORE to meet demand. that's the bull case, not the bear case. you don't raise capex 8 billion into a glut. i added a small tranche into this dip, cost basis 1050. the CXMT IPO is a 2027-2028 supply question, not a today problem. HBM shortage runs through 2027."
datetime: "2026-07-17T10:31:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000801861.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000801861.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000801861.md)
author: "[Steve_Z](https://longbridge.com/en/profiles/16656325.md)"
generator: "portal-rs"
---

# $Micron Tech(MU.US) down to 853, and the reason is…


### Related Stocks

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

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