---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40304472.md"
description: "I got up at four to check the market situation. Microsoft rose first and then fell, while Amazon fell first, then rose, then fell, and then rose again. Mate just went straight down.Google's revenue and AI growth speed are undeniable; it should rise. An expected increase of around 8% tonight doesn't offer good value for us, so there's no need to buy.Meta bottom-fishing? Only a fool would go now. Other opportunities are coming soon, so there's no need to bottom-fish at this moment. Its capital expenditure has increased again, and that's the biggest worry right now.Microsoft, simply put, is a piece of trash. Wall Street has basically given up on Microsoft. Cloud service growth is slowing, and the annual expenditure budget has hit a new high. The market is already worried about whether it can continue to make money in AI. Last quarter was 39%, this quarter is only 40%, a mere 1% growth! A major taboo.Qualcomm is actually the weirdest. First, guidance fell short of expectations, leading to a sharp drop. Then it told an AI story, and the market bought it. The core of the earnings call was that the smartphone market will rebound in the second half of the year, Chinese market demand is about to return, and AI data centers are about to be implemented. The market pulled it up by over ten points, but this easily leads to opening high and closing low, so I'm not participating either.What can be participated in today is Western Digital and SanDisk! I set a market-on-close order to buy. Will you guys chase it in the night session? But I suggest you do. As for how to manage your position? I'll give you a suggestion for reference.Assuming you have forty thousand dollars, I suggest buying around ten thousand dollars worth of one stock (at most use up your principal, don't gamble with full margin). Earnings reports don't guarantee a rise. Strictly avoid full positions and margin trading, as it's easy to get slaughtered for missing expectations. If your position isn't full enough, make sure to fill it tonight, and quietly wait for the earnings report during the May Day holiday.As for Micron, no need to buy it, just buy Western Digital and SanDisk.$Micron Tech(MU.US)$Western Digital(WDC.US)$Sandisk(SNDK.US)"
datetime: "2026-04-29T23:37:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40304472.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40304472.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40304472.md)
author: "[万山红](https://longbridge.com/en/profiles/15423153.md)"
---

# I got up at four to check the market situation. Mi…


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## Comments (36)

- **小王子的交易员 · 2026-04-30T23:51:18.000Z**: Western Digital and BYD's earnings reports were good, but they still got sold off.
- **：XY · 2026-04-30T08:58:47.000Z**: Should be stronger than Western Digital, right? Bro
  - **万山红** (2026-04-30T09:22:21.000Z): All look to the future, the West mainly looks at its enterprise-level AI hard drive supply situation, and SanDisk looks at HBF revenue and future orders.
- **Belial213 · 2026-04-30T06:52:54.000Z**: Western Digital seems to rise a bit and then consolidate for a relatively long time. Micron is more stable. The advantage is that it's in the top ten holdings of related ETFs, so it won't drop or rise sharply.
  - **万山红** (2026-04-30T07:59:35.000Z): Actually, if you look at the recent period, you'll know that Micron has actually fallen the most sharply and rebounded the weakest, because its market cap is relatively high, so the gains are very slo
- **阿昊哥 · 2026-04-30T05:32:44.000Z**: How to say Oracle, Q4 earnings on June 16th
  - **万山红** (2026-04-30T06:14:42.000Z): It's still too early, there's still AMD next week, it's a long way off.
- **AceFantasy · 2026-04-30T05:22:39.000Z**: Boss, can Western Digital have options?
  - **万山红** (2026-04-30T06:14:58.000Z): I haven't traded options in a long time; options aren't my forte.
  - **AceFantasy** (2026-04-30T06:15:58.000Z): Hmm, still, regular stocks are safer.
- **阿神叔叔 · 2026-04-30T04:20:52.000Z**: Dare not chase the high price anymore.
  - **万山红** (2026-04-30T06:15:12.000Z): Well, wait for the results to come out before making a decision.
- **小王子的交易员 · 2026-04-30T03:22:59.000Z**: Looking at the momentum of price increases in consumer-grade storage, it will be just as difficult for domestic mobile phones to continue raising prices in the second half of the year. The CEO is really good at boasting.
  - **万山红** (2026-04-30T03:27:24.000Z): If he doesn't hype it up today, it's going to drop 8% anyway. Might as well hype it up first, after all, the next quarter is still a long way off 😂
  - **小王子的交易员** (2026-04-30T03:37:27.000Z): Buyers also believe in AI data centers and custom chips; no one is buying into the mobile phone business.
- **超能老羅 · 2026-04-30T02:25:12.000Z**: I got trapped in Seagate Technology at 670 last night, is there still hope?
  - **万山红** (2026-04-30T03:28:07.000Z): Of course there is. As long as Western Digital and SanDisk's earnings reports are strong, you can get out of your losing position after the market closes tomorrow. Watch the earnings reports.
  - **超能老羅** (2026-04-30T04:10:13.000Z): Okay
- **黑化的交易员 · 2026-04-30T00:04:39.000Z · 👍 1**: Qualcomm is indeed the most outrageous. Once, after an overnight earnings report, it was up ten points when the report came out, but by the time the market opened, it was only up one point, and it finally closed in the red.
  - **万山红** (2026-04-30T00:16:50.000Z): Yes, this stock was absolute garbage during the trading session, but it was still watchable pre-market.
- **小鱼yy · 2026-04-29T23:56:18.000Z**: Meta is in jail.
  - **万山红** (2026-04-30T00:05:16.000Z): His advertising revenue wasn't as explosive as expected, and he also mentioned it was due to the Middle East issue and U.S. teen regulations, but he increased capital expenditure, so it got sold off f
- **双双2026 · 2026-04-29T23:50:41.000Z**: What earnings reports are coming out tonight pre-market and tomorrow morning? Besides SanDisk and Western Digital.
  - **万山红** (2026-04-29T23:54:17.000Z): Before the market opens, the well-known one is Eli Lilly, and after the market closes, there are Apple and Roku.
  - **双双2026** (2026-04-30T08:12:24.000Z): Thank you
- **蓝帕帕蓝 · 2026-04-29T23:48:29.000Z**: I want to say, Microsoft at $420 is unlikely to fall further, unless Wash comes up next and gives another chance. But to reach $500, I'd estimate it'll take at least another quarter or two.
  - **万山红** (2026-04-29T23:54:35.000Z): Yes, buying it is a waste of time, no need to buy.
- **蓝帕帕蓝 · 2026-04-29T23:46:07.000Z**: It can't be said that Microsoft has been abandoned. A few days ago, it unbundled from OpenAI, and its pre-market price plummeted and immediately V-shaped back to 420. This quarter's earnings report shows that on one hand, expenses are still high, but the cloud and that stuff are already accelerating
  - **万山红** (2026-04-29T23:55:13.000Z): Wasted a year, but to each his own. Some people just like to have faith, I go wherever there's an opportunity—a presentist.
  - **蓝帕帕蓝** (2026-04-30T04:13:29.000Z): No problem. After heavily investing in Microsoft, I think that holding it for over a year and even if the underlying stock only makes a 20-30% profit in the end, it's not that interesting. But since I
  - **万山红** (2026-04-30T09:23:28.000Z): Yes, my friend's cost basis is still 500+, which is even more agonizing than yours.
- **成长的交易员 · 2026-04-29T23:45:51.000Z · 👍 1**: Is it too late to buy now?
  - **万山红** (2026-04-29T23:52:52.000Z): Not late, I also added to my position after I posted the article. It depends on your expectations. My expectation is that the earnings report will go up. I'm being a gambling dog for once 😂. Bro, it 
- **LEAKEE · 2026-04-29T23:40:41.000Z · 👍 1**: Trust you, boss. Should we directly buy WDC and SNDK shares, or the 2x ETF?
  - **万山红** (2026-04-29T23:53:23.000Z): I'm not buying the 2x leveraged product, I'm buying the underlying stock. The 2x leverage is too high, it would be painful if it drops.
  - **LEAKEE** (2026-04-29T23:54:29.000Z): Okay boss, I'll follow along too 🥳