#美光市值突破1万亿美元 Driven by the dual positive factors of the AI boom and the peaceful expectations between the US and Iran on May 26, the NASDAQ and S&P 500 hit new all-time highs again, with the semiconductor sector celebrating five consecutive days of gains. Micron Technology surged nearly 20%, surpassing a $1 trillion market cap, SanDisk soared 11%, Qualcomm rose nearly 8%, and tech giants like Tesla and Google also gained across the board.

In Gate's xStocks section, I directly traded tokenized US stocks using USDT — just like buying cryptocurrencies, simple and continuous 24/7 operations, and you can buy fractional shares with just $1, with an incredibly low threshold.

Facing the milestone of Micron's trillion-dollar market cap, to be honest, I bought in on the rally — but the big surge behind this has solid logical support. The immediate catalyst for this rally was UBS sharply raising Micron's target price from $535 to $1,625, with a premium exceeding 100%, the highest level on Wall Street. More deeply, the tight supply of memory chips may continue until after 2026, and UBS's long-term valuation expectation of $1.8 trillion is not just wishful thinking; this outlook aligns well with the current market logic. Notably, Micron's high-bandwidth memory chip capacity for 2026 has already sold out, and its expected P/E ratio over the next 12 months is only 8.42, significantly lower than the NASDAQ's 26.23 — in the generally high-valuation US stock market, Micron even appears "cheap."

🔹 Facing the new high market, what’s next?

This round of chip stocks has performed far beyond expectations, but my strategy remains to strictly control positions and take profits in stages. Micron's share price has already increased over 200% this year, so short-term technical correction risks cannot be ignored, but the structural opportunities brought by AI computing power demand are not over. I plan to adopt a "three-seven" strategy: 30% of the position holding core leaders to ride the main upward wave, and 70% flexibly taking profits in stages to lock in gains. The semiconductor sector has a strong linkage effect, so I will focus on rebound opportunities among the component stocks of the Philadelphia Semiconductor Index.

My biggest realization is that retail investors' greatest advantage is not information but flexibility. Gate's fractional share trading and low-threshold mechanism allow me to participate in the market at minimal cost and adjust at any time, which is difficult for traditional brokerages. This big rally again confirms that the AI wave has just begun, but chasing highs is always a double-edged sword — stay rational, control your positions, and patiently wait for the next catalyst. Gate users can continue to monitor trading opportunities for Micron, Nvidia, and other related targets in the xStocks section.

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