📊 Next week, will Micron and SanDisk still have opportunities? Can we continue to hold Micron and SanDisk?

I think there might still be short-term fluctuations, and you can appropriately add to your position in batches at suitable levels. I'm optimistic about the medium-to-long-term logic of the storage sector. Also, I feel that SanDisk and Micron are likely to split their stocks by the end of this year or next year.

There are three reasons:

✅ Demand for AI servers and data centers is still growing.

✅ The fundamental demand for HBM, DRAM, and NAND hasn't changed.

✅ If the semiconductor sector continues to strengthen, storage stocks are likely to benefit as well.

However, in the short term, we should also be aware:

⚠️ The previous gains have been significant, and there are quite a few profit-taking positions.

⚠️ Once market sentiment weakens, volatility could amplify.

If we dismiss the entire industry just because of a short-term pullback, I think it's a bit too early. I'm more focused on the industry trend, not the daily ups and downs. The biggest enemy in investing is often not the market, but one's own emotions.

#USStocks #Micron #SanDisk #AI #Semiconductor