# mu

#MarketViewpoint:
#TSMC
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#MU
Market Viewpoint: Serenity's Bullish Call on Semiconductor Correction
The renowned market figure known as Serenity, often referred to as the "white-haired stock god," has made a bold statement regarding the recent market pullback. According to BlockBeats News dated June 23, 2026, Serenity explicitly stated: "For me personally, this pullback appears to be a clear buying opportunity, with targets including Micron Technology (MU), Intel (INTC), and TSMC (TSM)."
Understanding the Correction Context
The semiconductor sector has experienced a significant pullback in recent trading sessions. The tech-heavy Nasdaq Composite suffered its worst day since April 2025, dropping approximately 4.18% at one point, while the S&P 500 declined 2.64%. This correction was triggered by multiple factors including rising bond yields, concerns about AI chip valuations, and speculation about Federal Reserve rate hikes. Goldman Sachs strategist Peter Oppenheimer noted that while bond yields have been rising, the speed of adjustment could trigger an equity correction. However, Serenity views this decline as primarily driven by shaky narratives rather than fundamental deterioration.
Micron Technology (MU) - The Memory Powerhouse
Micron Technology has been one of the most spectacular performers in 2026. The stock has delivered an astounding 726.54% change over the past year, with year-to-date gains exceeding 217%. Current trading levels show Micron at approximately $1,093.60 to $1,211.38 per share, representing a remarkable ascent from its 52-week low of $103.38.
The fundamental backdrop supports this bullish thesis. Analysts expect Micron to report adjusted earnings of $20.76 per share on sales of $35.75 billion, translating to year-over-year growth of 987% in earnings and 284% in revenue. The company has announced a strategic supply deal with Anthropic, the AI startup, securing its position as a critical supplier for data center memory needs. Micron's production capacity has essentially been sold out for 2026, with demand from AI data centers remaining insatiable.
Trading liquidity remains robust with significant daily volume. The stock trades at approximately 17 times forward earnings, which analysts consider reasonable given the explosive growth trajectory. Wedbush has raised its price target on Micron to $1,300 from $500, citing stronger-than-expected AI demand that could persist through 2027-2028. Deutsche Bank has also upgraded its target to $1,500 from $1,000.
Intel Corporation (INTC) - The Turnaround Story
Intel represents perhaps the most dramatic turnaround story in the semiconductor space. The stock has soared more than 500% over the past year, lifting Intel's market capitalization past $670 billion. Current trading levels show Intel at approximately $133.99 to $140.94 per share, a remarkable recovery from its 2025 low of $17.67 set in April.
Recent catalysts have accelerated Intel's momentum. President Trump announced on Truth Social that Apple has agreed to work with Intel to design and build chips in America, sending shares up approximately 10% in a single session. Additionally, reports indicate Intel will build 3 million Tensor Processing Units for Google, while Nvidia is reportedly exploring Intel as a fabrication partner for its own processors.
Intel's latest chip architecture, the 18A-P, has entered initial production, positioning the company as a stronger rival to TSMC. The company has appointed Seok-Hee Lee as executive vice president of Intel Foundry to accelerate development of advanced packaging technologies including EMIB-T and HBI. Bernstein has raised its price target on Intel to $100 from $65, maintaining a market perform rating.
Trading volume has been exceptionally high, with daily volume reaching 193.2 million shares on certain sessions. The average daily volume stands at approximately 133 million shares, indicating strong institutional interest and liquidity.
Taiwan Semiconductor Manufacturing Company (TSM) - The Foundry King
TSMC continues to dominate the semiconductor foundry landscape with a market capitalization of approximately $2.26 trillion. The stock has gained 54.53% in 2026, building upon a 55.64% gain in 2025 and an impressive 92.18% surge in 2024. Current trading levels show TSMC at approximately $467.67 per share, with a 52-week range reflecting consistent upward momentum.
The company is already ramping up its 2nm technology, which began high-volume production in late 2025. TSMC's support price sits at approximately $418.89 with resistance at $445.41 based on standard deviation moves. Daily trading volume averages around 20 million shares, with recent sessions seeing volume of 13.7 million shares.
TSMC benefits from being the primary manufacturing partner for virtually every major chip designer, including Nvidia, AMD, and Apple. The company's technological leadership in advanced process nodes creates a significant competitive moat that is difficult for competitors to breach.
The Macro Backdrop and Rate Concerns
Serenity specifically addressed concerns about aggressive Federal Reserve rate hikes. While Bank of America speculated about three rate hikes this year, Serenity pointed out that CME futures markets and prediction markets indicate approximately 74% probability of no rate hike in July. The absence of new macroeconomic data supporting the bearish narrative suggests the correction may be overdone.
The semiconductor sector's fundamentals remain robust despite the price correction. Hyperscalers have committed approximately $750 billion in capital expenditures for 2026, signaling continued strong demand for AI infrastructure. NVIDIA's inclusion in the S&P 500 on June 22 has emerged as a major catalyst for the broader sector.
Investment Considerations
For investors considering Serenity's recommendation, several factors warrant attention. The semiconductor sector has historically been cyclical, though the AI-driven demand appears to be creating a structural shift in memory chip economics. Micron's transformation from a commodity memory producer to a mission-critical AI infrastructure supplier represents a fundamental rerating opportunity.
Intel's foundry ambitions present both opportunity and execution risk. While securing Apple and Google as customers validates the strategy, the company must prove its manufacturing capabilities can match TSMC's industry-leading yields and performance.
TSMC's dominance in advanced process nodes provides defensive characteristics, though geopolitical risks related to Taiwan remain a consideration for long-term investors.
The current correction has improved valuations across the sector. Micron trades at 17 times forward earnings, NVIDIA at 25.4 times forward earnings, while AMD trades at a higher multiple of 84.4 times forward earnings. This dispersion creates selective opportunities for value-conscious investors.
Serenity's call to view this pullback as a buying opportunity aligns with the views of several Wall Street analysts who see the correction as healthy within a broader uptrend. The combination of strong AI-driven demand, supply constraints, and improving competitive positioning for U.S. semiconductor companies suggests the sector may continue to outperform. However, investors should remain cognizant of the sector's inherent volatility and the potential for further macroeconomic disruptions.
The upcoming Micron earnings report on June 24 will serve as a critical pulse check for the AI rally's momentum. Strong results could validate Serenity's bullish thesis and potentially reignite the semiconductor rally.
@Gate_Square

#ShareYourUSStocksWinNvidia
#mu $MU ‌ One of the biggest lessons I learned after transitioning from crypto trading to U.S. equities is that the most important companies are not always the ones making headlines.
While Nvidia often receives most of the attention in the AI sector, my recent research has led me to another company that plays a critical role in the entire ecosystem: Micron Technology (MU).
Looking at the chart attached, MU recently experienced a strong recovery, climbing from the low $800 range toward the $950 area. What caught my attention was not only the price movement but also the technical structure behind it. On the 1-hour chart, the short-term moving averages have crossed above longer-term averages, while MACD momentum has shifted from negative territory toward a bullish reversal. This suggests that buyers are gradually regaining control after a period of profit-taking.
From a business perspective, Micron occupies a unique position within the semiconductor industry.
Every major AI model requires three things:
• Compute Power (Nvidia, AMD)
• Networking Infrastructure
• High-Bandwidth Memory (HBM)
The third category is where Micron becomes extremely important.
As AI models grow larger and data-center demand accelerates, advanced memory solutions become increasingly valuable. Without high-performance memory, even the most powerful AI accelerators cannot operate efficiently. This makes Micron one of the less-discussed but highly strategic beneficiaries of the global AI investment cycle.
When evaluating the broader U.S. stock market, I continue to believe artificial intelligence remains the dominant long-term theme. The S&P 500 and Nasdaq have been heavily influenced by companies enabling AI infrastructure. Investors often focus on software and applications, but the real foundation consists of semiconductors, memory technologies, power systems, and data-center hardware.
This is also why I monitor Nvidia, AMD, and Micron together rather than individually.
Nvidia provides AI acceleration.
AMD expands competition within high-performance computing.
Micron supplies the memory architecture that allows these systems to scale efficiently.
In my view, these companies are participating in the same technological transformation from different positions.
Another factor supporting the semiconductor sector is the growing demand for data-center expansion. Cloud providers, enterprise AI platforms, and research organizations continue investing billions into infrastructure. This trend benefits not only chip designers but also memory manufacturers, equipment suppliers, and energy companies supporting this growth.
Using Gate's stock trading feature has made it easier for me to follow these opportunities. Coming from crypto markets, I was initially focused on volatility and short-term price action. Over time, I became more interested in understanding how business fundamentals drive long-term value creation. Tracking companies like Micron has helped me appreciate the importance of supply chains, technology leadership, and strategic positioning within an industry.
My investment approach remains straightforward.
Instead of chasing whatever stock is trending on social media, I prefer identifying companies that provide critical infrastructure for future technologies. AI may be the headline story, but memory, semiconductors, and data-center hardware are the engines that make that story possible.
For that reason, Micron remains one of the most interesting companies I am watching as the next phase of the AI economy continues to develop.
📈 Personal market observation based on the attached MU chart and my ongoing research into the semiconductor sector.

‍#TradFi交易分享挑战 #MU
The integration of Traditional Finance (TradFi) into the crypto space is accelerating. With top institutions raising price targets and semiconductor demand reaching unprecedented heights, tech-centric TradFi assets are presenting major opportunities.
Today, our spotlight is on Micron Technology (MU), as tech momentum drives major shifts in the market.
Market Discussion Post
Headline: Will the AI-Driven Memory Boom Propel MU to New Highs?
With Wall Street heavily revising tech outlooks and major institutions significantly raising their price targets for Micron Technology (MU), the semiconductor sector is seeing a massive influx of momentum. As next-generation high-bandwidth memory (HBM) supply remains incredibly tight, Micron finds itself in a highly profitable position.
From a TradFi CFD perspective, the technicals are flashing a compelling setup. After a strong structural retest, MU is breaking out of its local consolidation with rising volume.
The Bull Case: Skyrocketing enterprise AI demand and a structural shortage of HBM through the rest of the year provide a solid fundamental floor.
The Bear Case: Broad macro liquidity tightening or short-term sector rotation could trigger temporary pullbacks to the key moving averages.
What is your play on MU for this final countdown? Are you riding the momentum long, or looking for a short entry on overextended intraday frames? Let’s talk strategy below!
TradFi CFD Trading Card
Micron Technology (MU)
Direction: Buy / Long (Trend Continuation)
Position Size: > 10 USDT (Allocation: 50 USDT)
5x (Fixed/Adjustable)
Entry Range $128.50 – $130.00 Entering on local consolidation breakout with confirmed volume support.
Take Profit (TP) $142.00 Key psychological resistance and aligned with recent institutional target upgrades.
Stop Loss (SL) $122.50 Placed safely below the recent structural swing low and the 50-day EMA.
Risk/Reward Ratio ~1:2.3 Highly favorable risk-to-reward setup for a swing trade.
CFD trading involves significant risk due to leverage. Ensure you manage your margin requirements carefully and monitor overnight swap fees if holding positions past market close.
‍$MU