---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39324494.md"
description: "Briefly explain why I don't dare to chase high-flying memory stocks, even though their performance growth this year has indeed been impressive.Because for memory stocks, I can't see a moat like NVIDIA's CUDA, nor the possibility of frequent subsequent iterations😔Looking at the results, I was indeed overthinking it😂$Micron Tech(MU.US)$Sandisk(SNDK.US)$XL2CSOPHYNIX(07709.HK)"
datetime: "2026-03-18T02:25:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39324494.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39324494.md)
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author: "[英伟达de懒惰交易员](https://longbridge.com/en/profiles/14754317.md)"
---

# Briefly explain why I don't dare to chase high-fly…


### Related Stocks

- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (46)

- **engineer · 2026-03-19T00:32:14.000Z**: The distance between Yangtze Memory and ChangXin Memory to Micron, Samsung, and Sandisk is much closer than the distance between Huawei, Cambricon, and a host of domestic AI chip companies to NVDA, AMD, and Broadcom. That's correct.
- **道可道99 · 2026-03-18T03:58:48.000Z**: Bro, you've already played with SK Hynix, and you still don't dare to chase SanDisk? 🥹
  - **英伟达de懒惰交易员** (2026-03-18T04:00:02.000Z): Just bought SK hynix, no money left for SanDisk Micron
  - **道可道99** (2026-03-18T04:01:24.000Z): Hahaha, I only have a small position in that leverage. I'm not afraid of the SanDisk Micron common stock.
  - **英伟达de懒惰交易员** (2026-03-18T04:13:25.000Z): Okay.
- **白云山豆腐 · 2026-03-18T03:27:17.000Z**: I held back and didn't dare to touch it; storage is a typical cyclical industry, even though it's surging now and some say the AI era is different.
  - **古德里安的交易员** (2026-03-18T03:29:51.000Z): History has proven that it's the same every time. Unless a true storage technology oligopoly emerges.
  - **gddw1954** (2026-03-18T03:32:57.000Z): Actually, the semiconductor industry is cyclical. If you only look at the cyclicality, then you shouldn't touch the entire semiconductor industry. Besides looking at the cyclicality, you also need to 
  - **白云山豆腐** (2026-03-18T03:46:35.000Z): That's right, and I think the storage industry is still at the beginning of its cycle. However, it's inherently difficult to time the entry and exit points. As the saying goes, 'Fortune favors the bol
- **锅边王道 · 2026-03-18T02:50:43.000Z**: Usually, there's a lot of hype, but when it falls, those few days are the most painful. There are countless examples of people losing money by buying storage.
  - **英伟达de懒惰交易员** (2026-03-18T02:51:46.000Z): Are there still people losing money on this stock? 😂
  - **锅边王道** (2026-03-18T02:53:32.000Z): I'm one of them, SanDisk lost a lot of money, all because of the bad market in November, now I can't get on board anymore
  - **英伟达de懒惰交易员** (2026-03-18T02:56:11.000Z): Didn't hold on, right?
- **顺创投资 · 2026-03-18T02:46:29.000Z · 👍 5**: I can only say you don't understand this industry. Taiwan's semiconductor industry is so strong, yet there isn't a single HBM or 3D NAND company. You say there's no moat?
  - **英伟达de懒惰交易员** (2026-03-18T02:56:54.000Z): I might have expressed it incorrectly. I'm talking about the only kind. Currently, there are indeed only a few companies in storage.
  - **低频交易员** (2026-03-18T03:04:33.000Z): The monopoly in storage is even more severe than that in computing cards, including GPUs and TPUs. Moreover, the three major manufacturers are unwilling to significantly expand production because they
  - **英伟达de懒惰交易员** (2026-03-18T03:06:31.000Z): I'm not talking about one or two years, but thinking long-term. So I said I thought too much, thought too far ahead
- **帅比龙 · 2026-03-18T02:43:54.000Z**: I'm holding onto them, but I remain bullish on storage. I added more to Dazi today, even though Dazi's returns aren't high.
  - **英伟达de懒惰交易员** (2026-03-18T02:44:42.000Z): Still you're the steady one, bro
- **Emjuju · 2026-03-18T02:38:10.000Z · 👍 1**: I used to think that NV was actually the most worthwhile to buy, but later I found that whether it was good news or bad news, it would fall. Good news meant it was already priced in, and bad news was a black swan. Later, I chose Micron, and only then did I realize that whether it was rising or falli
  - **英伟达de懒惰交易员** (2026-03-18T02:43:27.000Z): From the results, you made an excellent choice. To be honest, NVIDIA is still too large in terms of market cap.
  - **新能源韭菜** (2026-03-18T03:38:41.000Z): Compared to its size, the issue is still the lack of imagination. Apple has been the top market cap for so many years and is still rising (although the growth rate has also slowed down). Now, all the 
  - **英伟达de懒惰交易员** (2026-03-18T03:39:54.000Z): Well, the core issue is that the scale is too large.
- **Erstwhile · 2026-03-18T02:35:18.000Z · 👍 1**: For Samsung, their moat is actually time and EUV production capacity. The earlier they enter the HBM4 phase, the greater their advantage. First-mover advantage has already allowed the three original manufacturers to essentially monopolize orders, and the cost for latecomers to catch up will be very 
  - **古德里安的交易员** (2026-03-18T02:39:00.000Z): As long as storage maintains high gross margins in the long term, it's only a matter of time before others enter the market. Not to mention there are already several storage manufacturers now. Going l
  - **田所浩二的交易员** (2026-03-18T02:45:59.000Z): It's still early, let's talk about it in the second half of the year. For now, supply still can't meet demand.
  - **古德里安的交易员** (2026-03-18T02:47:19.000Z): Other people's information is definitely faster than the crowd. By the time the crowd knows about the supply shortage, it's probably already plummeted.
- **古德里安的交易员 · 2026-03-18T02:33:30.000Z**: No need to doubt, once this thing's production capacity ramps up, it's a halving at the very least. Storage is just like the small-cap meme stocks in the A-share market. They're all just a pump-and-dump. Any technological barriers? None at all. Right now they're expanding production like crazy. As s
  - **英伟达de懒惰交易员** (2026-03-18T02:44:06.000Z): But now the returns are just awesome, have to admit it😂
  - **古德里安的交易员** (2026-03-18T02:46:32.000Z): For AI hardware stocks, I only look at TSMC, ASML, and NVIDIA. NVIDIA is too large in scale, and ASML's price movements are disgusting, all manipulated by institutions. So I only choose TSMC, but of c
  - **英伟达de懒惰交易员** (2026-03-18T02:50:33.000Z): Actually, they are all good stocks.