semiconductor earnings · X 热门 · 2026-09-30 05:30 UTC

# semiconductor earnings — X 热门讨论 (2026-09-30 05:30 UTC)

## @WallSt_Wiz (Wall St. Wizard) · 09-30 00:52 · ♥72 ↻3 💬11 Everyone is watching $MU tomorrow, I’m watching the ripple effect

A strong $MU print and higher capex can send the entire semiconductor complex higher

$SNDK can absolutely fly

And if capex comes in strong, don’t be surprised if $ASML $AMAT and $LRCX see serious upside

$MU isn’t just an earnings play, it impacts the entire ecosystem https://x.com/WallSt_Wiz/status/2105098542494679263