# semiconductor earnings — X 热门讨论 (2026-09-28 23:29 UTC)
## @JUST_KAWS (JUST KAWS) · 09-28 14:02 · ♥37 ↻1 💬7 $MU is the 2nd most important earnings behind $NVDA
If Micron tells the world what they want to hear: demand, can’t be met until X year
You best believe $SNDK $SKHY $DRAM and the rest of the semiconductor stocks will follow https://t.co/2T1fqgL25x https://x.com/JUST_KAWS/status/2104572570813046804