---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43100145.md"
description: "$Micron Tech(MU.US) US stock storage sector sees a big rebound, but I think it's just a bounce. Reasons: Although Microsoft, Amazon, and Google have all mentioned increasing capital expenditures, these are only minor adjustments. However, the market expectation for storage is that prices will continue to rise due to supply shortages. If Microsoft, Amazon, and Google can drive earnings growth with limited increases in capex, why would they still spend heavily on purchasing storage? Additionally, domestic competition has intensified. I believe the current movement in storage is merely a rebound, and bursting the valuation bubble has only just begun."
datetime: "2026-07-31T01:23:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43100145.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43100145.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43100145.md)
author: "[V型反弹第二天必大跌](https://longbridge.com/en/profiles/13657961.md)"
---

# $Micron Tech(MU.US) US stock storage sector sees a…


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## Comments (8)

- **太夸张了你 · 2026-07-31T14:46:19.000Z**: Talking nonsense with a straight face. Only I think this way, no reason to follow one, two, three.
- **一买就被套 · 2026-07-31T09:20:57.000Z**: The market rally is here, can we still buy in mainland China?
  - **全村炒股希望** (2026-07-31T09:21:54.000Z): 🪜Just enable global mode, and also the Hong Kong ☎️ SIM card.
- **lifeandtime · 2026-07-31T01:33:27.000Z · 👍 1**: It's time to switch to the cloud vendor track
  - **V型反弹第二天必大跌** (2026-07-31T01:35:32.000Z): Microsoft, Amazon, and Google, right?
  - **lifeandtime** (2026-07-31T02:25:21.000Z): 我是 amzn+msft
  - **lifeandtime** (2026-07-31T02:29:25.000Z): The Google market has already started pricing in that cloud growth is peaking.