---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39657160.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US) trend is bullish!Recently, Micron Technology and SanDisk have experienced a brutal decline. Personally, I believe it's due to the uncertainty of war causing panic in market sentiment, compounded by the one-sided resonance triggered by intermediaries heavily shorting. During a decline, all information is interpreted and amplified as negative by the market.1. Google's algorithm does not inherently constitute a negative for memory chips, but market sentiment still interprets it as such.2. The drop in DDR spot prices is essentially due to hoarding, which caused spot prices to be far higher than the contract prices of the three major players. Even if spot prices fall further, they are still higher than contract prices. It's just a short-term realization of profits from hoarding, and the scale accounts for only a few percentage points. Micron Technology has fully transformed into an AI infrastructure stock, and the fundamental shortage of memory has not changed.3. Citigroup lowered Micron Technology's target price, giving a P/E ratio of 5-6x for 2026 and 3.4x for 2027. Everyone can interpret it themselves. The performance and growth are already there. Decide for yourself what P/E ratio is appropriate and whether to go long or short.I am personally firmly bullish on SanDisk and Micron Technology. Note: it's a bullish trend. The short-term stampede caused by panic in the capital market due to the impact of the Middle East war cannot change the medium-term trend. Now, as we enter the AI era, I don't think memory stocks are cyclical anymore, which is also why SanDisk has risen more than tenfold in over half a year. The biggest uncertainty now is still the Middle East situation. The sensitivity and emotional reaction of the capital market will be very strong, and the trend after a short-term rebound still depends on the Middle East situation."
datetime: "2026-04-01T01:16:57.000Z"
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  - [en](https://longbridge.com/en/topics/39657160.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39657160.md)
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author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

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# $Micron Tech(MU.US)$Sandisk(SNDK.US) trend is bull…


### Related Stocks

- [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md)
- [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md)
- [Micron Technology, Inc. (MU.US)](https://longbridge.com/en/quote/MU.US.md)
- [Sandisk Corporation (SNDK.US)](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (8)

- **光辉万丈 · 2026-04-06T13:53:15.000Z**: Bro Yanshi, your insights are truly profound and every word is a gem. 👍👍👍
- **昆仑山岩石 · 2026-04-06T13:30:00.000Z**: $Sandisk(SNDK.US)$Micron Tech(MU.US)Trend is bullish!A mid-term upward trend is inevitable. However, stocks are just one of the virtual instruments in the capital market, and the risk of war is a huge, unpredictable risk. To reap the highest returns, one must also bear enormous risks; this is an equ
- **二十八画生～ · 2026-04-01T16:25:03.000Z**: Looking back at the Kunlun Brothers' post, every word is a gem, and they are very certain.
- **闪迪 · 2026-04-01T01:26:01.000Z**: I own all four storage companies, but I wanted to gamble before Micron's earnings report. I sold Western Digital and Seagate at low prices two days before the report and switched to Micron at a high price. As a result, Micron's stock price plummeted, and I lost nearly twenty thousand. From a long-te
  - **昆仑山岩石** (2026-04-01T01:36:50.000Z): Personal opinion: In terms of potential, SanDisk ranks first. Micron Technology is a trend stock due to its large market cap. HDD stocks are the most stable, unaffected by so-called "cycles".
  - **KUNER** (2026-04-01T07:00:28.000Z): SanDisk's NAND seems to have the narrowest moat, and its low profit margin makes it easy to expand production for cut-throat competition. Why is it considered to have the greatest potential? I'm seeki
  - **昆仑山岩石** (2026-04-01T09:00:47.000Z): Haha, these moat theories and cycle theories are old clichés. Everyone has their own understanding. When the stock price was 230 yuan last December, some people said SanDisk would fall to 50 yuan this