I would choose to trade Micron. Currently, the semiconductor industry is highly cyclical with obvious short-term fluctuations, but from a medium to long-term perspective, the demand for AI, data centers, and storage continues to grow, providing support for Micron. Therefore, my strategy is to average down by adding to my position in batches when the stock price declines, rather than making a large one-time purchase, in order to lower the overall cost basis. At the same time, I will monitor the industry's health and the company's financial reports. If the fundamentals don't deteriorate significantly, I will hold on, waiting for the industry recovery to bring about valuation repair and performance improvement.