---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39551652.md"
description: "Investment should be viewed objectively beyond personal accounts by looking at external changes. Recently, the path of value investing has been blocked, damn it, I've been holding on and getting trapped all the time.I'm going to embrace value speculation in storage. If SanDisk can reach 540 and Micron can reach 330, I plan to sell half of my Oracle position to speculate. I'll buy whichever one drops to the target first 😐 $Sandisk(SNDK.US)$Micron Tech(MU.US)"
datetime: "2026-03-26T14:39:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39551652.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39551652.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39551652.md)
author: "[退场](https://longbridge.com/en/profiles/21015417.md)"
---

# Investment should be viewed objectively beyond per…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

## Comments (18)

- **做时间的朋友 520 · 2026-03-27T02:31:17.000Z**: That's too bad. I'm also considering whether to shift some of my Microsoft position to Micron and Meta to balance the portfolio.
- **顾神与chatgtp · 2026-03-26T16:03:53.000Z · 👍 1**: Hahaha you're killing me. You didn't call it value investment when Micron was at 100. Now it's almost 400 and you're shouting about value investment here.
  - **退场** (2026-03-26T16:06:45.000Z): Is it possible that what I wrote was "value speculation" 🌚 I've bought at over a hundred and over two hundred, just sold too early
- **跟顾神反着买 · 2026-03-26T14:52:45.000Z**: Then I'll bottom-fish at 490
  - **退场** (2026-03-26T14:54:49.000Z): Haha, there's a chance. It just dropped from 700+ to 480 two weeks ago.
- **何处笙歌落 · 2026-03-26T14:47:16.000Z**: This idea is good. If Micron Technology falls to 340, convert all Microsoft holdings over. It should recoup the investment faster.
  - **退场** (2026-03-26T14:49:33.000Z): I think so too. These two fell fast and will rebound quickly. When investing, you should step outside of your personal account and look at external changes objectively. I'm going to embrace storage, e
  - **何处笙歌落** (2026-03-26T14:53:05.000Z): I've already bought a little bit of 366 Micron 😂 Still need to put more effort into stock selection. The lesson from this experience is that blindly buying doesn't work either; you still need to have
  - **退场** (2026-03-26T14:56:00.000Z): I took a speculative punt when SanDisk last fell below 500, but I didn't buy much and didn't hold onto it either 😂
- **哀民生之多艰 · 2026-03-26T14:43:58.000Z · 👍 1**: I'm doing value investing in Microsoft, and I'm really puzzled, am I buying a global super tech giant?
  - **退场** (2026-03-26T14:51:33.000Z): Hahaha, I'm here too. I know it's cheap now, and I believe it will return to its peak, but the short-term rebound momentum is too weak, so holding it is uncomfortable.
- **巴巴变 · 2026-03-26T14:43:20.000Z**: Haha, fellow townsfolk, go place an order first.
  - **退场** (2026-03-26T14:46:41.000Z): SanDisk is prone to sharp rises and falls, Micron is more stable, wait until it falls and then decide which one to buy based on the situation.
- **读书郎的小金库 · 2026-03-26T14:41:30.000Z**: Hahaha, exactly the same
  - **退场** (2026-03-26T14:43:43.000Z): Might as well keep switching targets like last year, even though I often sell too early, at least I made money. This year, I was too lazy to move and ended up losing all of last year's profits. 😩
  - **读书郎的小金库** (2026-03-26T14:45:20.000Z): Hahahaha, after losing money once last year, I've been shooting once and then moving to a new spot. It feels better to be in a short position than to hold positions.