MU: latest views from 11 influencers, as of Nov 7, 2026

财财经观察站MUMUBUYM-term · Medium-term · Explicit

副账户这周的操作比较多，我这周加仓了像Gradle、美光、VST、SK以及BE。

SSerenityMUMUBUYM-term · Medium-term · Leaning

Micron says its LTAs/SCAs are noncancellable take-or-pay, and GE Vernova sees no Softbank turbine cancellations. Maybe Elon's claims are more narrow, but should be evaluated more closely given competitive interests vs. Softbank/OpenAI.

FFinancial EducationMUMUBUYM-term · Medium-term · Explicit

If I had to catch up to the market by year end, I would go AMD. I would go Micron. I would go SanDisk, even though they've been thrown out short term.