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← @viewsofchris

$MU

BULLISH2026-07-25
Price around the call
↑ 2026-07-25
By horizonMaturing · ~0 trading days to go
1d
✗ -9.1%
5d
✗ -10.4%
21d
…
Original post
Chris Lee · 2026-07-25

昨晚,复盘了台积电、美光,看了他们的高管的战略访谈,战略没瑕疵,财报都很好,股价是市场气氛和美伊局势所影响,更有人又用了以前存储的研究负面质疑改了日期,再次在推上传…. 以至鬼故事又来了。 存储四美+ 台积电、AMD,都值得买入。以平均买入法,屯起来,也许这磨人的股市要到8月底才能走出来… who knows?! 不买杠杆ETF,抄底量力而为,只能做到“心安、眠安、家安”的。 下面,又是一宗hyperscaler Meta 和美光产品合作、测试。 “美光(Micron)与 Meta 的一项新研究利用 Meta 的开源 DCPerf 基准测试套件,探讨了 LPDDR5X 在大规模数据中心工作负载中的性能表现。” NFA, DYOR. $MU

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