---
title: "Good evening everyone. I believe most of you have seen the financial report released by Kioxia this "
description: "Good evening everyone. I believe most of you have seen the financial report released by Kioxia this afternoon, so I won't go into details. The core issue is simply net profit. The net profits of memor"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38691101.md"
published_at: "2026-02-12T13:09:55.000Z"
author: "[万山红](https://longbridge.com/en/profiles/15423153)"
comments_count: 14
---

# Good evening everyone. I believe most of you have seen the financial report released by Kioxia this 

Good evening everyone. I believe most of you have seen the financial report released by Kioxia this afternoon, so I won't go into details. The core issue is simply net profit. The net profits of memory stocks are all ridiculously high, which has filled the market with anticipation for Micron's upcoming results. However, Micron's earnings report is still quite far away, about a month from now.

Micron, along with other memory stocks like SanDisk and Western Digital, are fine. Holding them long-term is also fine. However, the short-term risk this month lies at the index level, not to mention the US government's repeated antics.

The most important point is that the US national situation is different from ours. I believe some of you already knew last night that the selling wave has now reached real estate stocks. This is the charm of AI.

Actually, in our country, strong AI is beneficial for the stock market. Just look at seedance to know. Because our country manages the poor, legislates, and requires companies to bear social responsibility. But the US is a capitalist country; they don't talk about these things. That's why there are concerns about unemployment, which triggered the selling wave, leading to index instability. Even positive stock news will retreat along with the index.

Therefore, I suggest selling at tonight's high point, possibly around a 5% increase at the open, and observe index changes. Although the fundamentals of memory stocks have improved over the past two days, they are also at a high level now. Once the broader market corrects,

I believe this correction won't be as extreme as a few days ago, directly dropping near institutional cost lines. Long-term players can stay put. Short-term players must pay close attention to risks around 430, 440, as the earnings report is still far away.

Wishing everyone a happy Spring Festival at home, enjoying good food and fun. (Personal opinion, not investment advice, for reference only.)

$Micron Tech(MU.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)

### Related Stocks

- [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md)
- [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md)

## Comments (14)

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**冲动是魔鬼** · 

Teacher, your analysis is really impressive. How can I understand the market as well as you do? For example, I didn't even know there were other risks this month besides company-specific ones, or about the selling wave. Could you give me some advice on how to become as skilled as you? Thank you.

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**Margaretss** · 

Fair, but very precise

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**豆哥在美股挖金币** · 

I'm so frustrated, I really should have sold it.

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**和时间做朋友sun** · 

Even Western Digital and Seagate can't outperform it.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.