I’m staying cautious ahead of
$Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction.
I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility.
Among Micron, $Western Digital(WDC)$ , $Seagate Technology PLC(STX)$ , and $SanDisk Corp.(SNDK)$ , I still prefer Micron because of its direct exposure to AI memory demand. I’m not adding before earnings, but I would consider buying more if post-earnings volatility creates a better long-term entry point.
@Tiger_comments @TigerClub @TigerStars
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