Micron (MU) this wave -13%, I'll just say: it was a misjudgment, a bargain.

Today’s drop has nothing to do with Micron itself, it’s the entire semiconductor sector being hammered down together, external sentiment panic, has nothing to do with the company's fundamentals. After hours, it immediately climbed back to 1078—smart money knows better than anyone that this is a golden dip.
Looking at the essence: AI’s demand for storage is now truly critical, HBM is in short supply, this logic won’t change in a year or so. Micron just signed multi-year supply agreements and investments with Anthropic, and the big players immediately set the target price at 1500, 1550. The current price is around 1050, facing a target of 1500, is this a high level, or a mid-mountain?
A pullback from a high has never been for panic, it’s for getting in. Every piece of bad news is making room for those who follow later. These kinds of stocks, only give opportunities when they fall, when they rise back up, you’ll just be standing on the sidelines.
My judgment is simple: after the bad news is digested, it will continue upward. This wave of correction is the entry point.