Semiconductor stocks have risen five days in a row, and the NASDAQ has broken 30k points.

I bought some Micron stock tokens with USDT on Gate.

This recent rally in U.S. stocks is truly the craziest in recent years.
The S&P 500, NASDAQ, and NASDAQ 100 all closed at new highs, with the semiconductor sector climbing five consecutive days.
The NASDAQ 100 even broke through 30,000 points, directly piercing the ceiling.

What surprised me most is that the semiconductor sector has already gained over 80% this year, but it’s still attracting funds.
The logic behind this is very clear: the ripple effect of NVIDIA’s earnings surpassing expectations last week is still influencing the entire AI supply chain, plus the positive outlook on US-Iran talks has boosted overall risk sentiment.
The market is simultaneously satisfying two obsessions—AI infrastructure and geopolitical peace.
Some analysts even openly say that UBS raising the year-end target for the S&P to 7,900 points is due to “near-endless demand for data center infrastructure.”

I followed up with some Micron stock tokens using USDT on Gate.
Why not open a traditional securities account?
Honestly, it’s just more convenient—Gate supports trading over 430 traditional financial assets and more than 70 stock tokens 24/7, even when the U.S. stock market is closed.
The USDT in my account can be used to trade cryptocurrencies or directly as margin for Micron CFDs, greatly improving capital efficiency.

Currently, I don’t hold much, mainly being cautious.
Although Micron has surged sharply in the short term, the “inertia” of the storage industry’s cyclical prosperity still exists, and the US-Iran situation is still tense over the weekend—things can change quickly.
But on the other hand, long-term supply agreements lock in prices, and I buy into that logic.
My plan is to gradually add to my position on pullbacks, deploying in stages.
In today’s AI infrastructure race, storage chips are definitely an unavoidable part.

#美光市值突破1万亿美元
$MU