For Micron, the September 30 earnings will be important. I want to see whether margins and guidance can support the current memory-cycle optimism. A strong report could reinforce the thesis, while weaker guidance would make me more cautious.
I am still bullish on semiconductors over the longer term, but I prefer to accumulate gradually during pullbacks rather than chase sharp moves. For me, the key is whether earnings and AI demand continue catching up with the expectations already priced into these stocks.
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