---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000851800.md"
description: "I’m continuing to average down my position in $MU 2X Long ETF(MUU.US) because I believe the recent correction has pushed the 2x Micron ETF much closer to a potential bottoming zone. The selloff has been painful, especially given MUU’s leverage, but I see it more as a valuation reset than a breakdown in the underlying Micron story. Micron recently reported record fiscal Q3 revenue of $41.46 billion and guided for another record $50 billion in fiscal Q4 revenue, showing that the fundamental earnings momentum remains exceptionally strong.The second reason I’m staying bullish is the structural AI-driven demand for memory. HBM, DRAM and NAND remain critical to the AI infrastructure buildout, while Micron has already started high-volume HBM4 shipments. The company has also highlighted persistent supply constraints and stronger-than-expected demand, which could support pricing and margins for longer than a typical memory cycle. With MUU already suffering a major correction, I think much of the short-term fear has been priced in, while the longer-term AI memory thesis remains intact.Of course, averaging down on a 2x leveraged ETF is much riskier than buying MU directly, and I’m not expecting the rebound to happen in a straight line. MUU can remain extremely volatile, and daily leverage can amplify both gains and losses. But at current levels, I believe the risk-reward is becoming more attractive. My view is that MUU is somewhere near a bottoming area, and if Micron stabilizes and the semiconductor sector regains momentum, I expect another rebound rally. For me, this is less about catching the exact bottom and more about gradually lowering my average cost before the next major move higher."
datetime: "2026-08-13T01:29:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000851800.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000851800.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000851800.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I’m continuing to average down my position in $MU …


### Related Stocks

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

## Comments (2)

- **KopiO · 2026-08-13T06:22:11.000Z · 👍 1**: no argument on the micron side, 41b to 50b guided. daily reset is what would stop me, two months of chop and muu bleeds even with mu flat.
  - **Shyon** (2026-08-13T06:51:49.000Z): That's true, but if you are into this kind of leverage position, you won't expect the share price to stay flat for months, you have to cut loss if this happens 😂


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