---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41909509.md"
description: "Hello everyone!SanDisk's stock price has already reached $2,100, and the upward trend continues.These past few days, many investment banks and analyst articles have already mentioned that storage will continue to be in short supply next year, with new capacity increases only coming in 2028. In reality, it's still a case of supply falling short of demand, with the rate of demand growth far exceeding the rate of effective supply. Some people are talking about the storage cycle ghost story again. Here, I clearly express my view: in the AI era, storage has become a strategically scarce resource, not a commodity. This is a change of the times. Unlike other segments of the AI infrastructure industry chain, it's not just AI infrastructure that needs storage; the massive amounts of data generated by inference and physical AI also require vast amounts of storage. The demand is endless….Some individual stocks in the AI infrastructure industry chain have already priced in performance for the next few years, and their valuations have reached terrifying levels. After all, they are hardware stocks; their prices can't go to the sky. Ultimately, it still comes down to performance.As the saying goes, holding onto storage chip stocks allows you to sleep soundly, unafraid of short-term fluctuations. Hitting new highs repeatedly is the norm.Market consensus is forming, valuations are rising. Let's move forward and cherish the moment!"
datetime: "2026-06-16T08:55:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41909509.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41909509.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41909509.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# Hello everyone!SanDisk's stock price has already r…


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## Comments (40)

- **冒牌大猩猩 · 2026-06-16T12:04:20.000Z**: Love you, bro 😘
- **GYYG · 2026-06-16T11:35:41.000Z**: Which domestic brand can be compared to SanDisk?
  - **昆仑山岩石** (2026-06-17T00:04:45.000Z): There's no stock that directly competes with SanDisk. The memory chip stocks ChangXin Memory Technologies and Yangtze Memory Technologies Corp. are not yet listed. Currently, the company with the most
- **Chen17呀 · 2026-06-16T11:18:01.000Z**: Thanks for the massage from Brother Yanshi, I'm actually starting to lose my grip recently 😭😭😭
- **半山外賣仔 · 2026-06-16T10:25:59.000Z**: Bro Rock is here to steady the troops as usual.
- **发财驰 · 2026-06-16T10:10:37.000Z · 👍 1**: Wait for SanDisk to split its stock, and it will take off again.
- **敏敏M · 2026-06-16T10:10:17.000Z**: Is there still a chance to add to the position or get in on SanDisk?
  - **昆仑山岩石** (2026-06-16T11:20:05.000Z): It's risen so much these past few days, how should I answer you? When I trade stocks, I usually buy when they fall by a certain percentage.
- **询之所以然 · 2026-06-16T10:07:46.000Z**: I love Brother Yan so much.
- **ns5ei3听夏雨 · 2026-06-16T09:21:37.000Z**: SanDisk has now grown up. Its stock price has gone from being a volatile young buck to a mature and steady old dog recently. 😄
- **koi · 2026-06-16T09:19:57.000Z**: So why are you only bullish on SanDisk and not on Micron? Is it only SanDisk that can achieve higher stock price growth?
  - **樾然的交易员** (2026-06-16T09:21:40.000Z): StockPro is bullish on both, but Di Zi is more flexible.
  - **koi** (2026-06-16T09:23:18.000Z): Okay, I originally wanted to buy SanDisk too, but I always felt hesitant because it doesn't have its own complete production line, so I ended up buying Micron. Can SanDisk also become a trillion-dolla
  - **樾然的交易员** (2026-06-16T09:25:22.000Z): Stock prices can't be predicted, but our expected value is 4000-5000 by the end of the year.🫣
- **杨杨～ · 2026-06-16T09:16:43.000Z**: Those who want to avoid pitfalls should also speak up. SanDisk's volatility is too high, I was forced to buy others to balance the risk, and found that my Di is still the best😭
- **躺平致富，勤劳返贫 · 2026-06-16T09:14:22.000Z**: Because I saw your post and bought 2x long, sold after making a profit, then bought back in, and it's already 7x. If I hadn't sold, it would be 14x. Thanks, Brother Yan.
- **陆羽鸿渐 · 2026-06-16T09:10:46.000Z · 👍 2**: StockPro's regular massage, storing and withdrawing comfortably with someone coaxing you is great. Withdrawing the principal and running with several times the profit is even better. As the saying goes:With such a StockPro, what more could a retail investor ask for;Pointing out both rises and falls,
  - **昆仑山岩石** (2026-06-16T09:15:22.000Z): So talented! Haha 😄😄😄,
  - **陆羽鸿渐** (2026-06-16T09:31:31.000Z): Suddenly remembered a saying: 'With such a wife, what more could a husband ask for?' But it's not quite appropriate, haha. Let AI do a crazy remix! 🤣
  - **AI飞龙在天** (2026-06-16T10:41:19.000Z): mu invested a lot, and the returns from this wave are really strong.
- **aistock · 2026-06-16T09:10:03.000Z · 👍 1**: Thanks to Brother Yanshi for leading the way. Holding SanDisk and Micron is a blessing. No need to stay up late watching at night, sleep soundly.
- **存储拿好了 · 2026-06-16T09:06:48.000Z**: Take a look at Micron
- **奔快的溪流 · 2026-06-16T09:06:31.000Z · 👍 1**: Adorable and polite Brother Rock🫡
- **Mr. Bird · 2026-06-16T09:05:15.000Z**: I just regret not buying more😂
- **拿不住就去进厂 · 2026-06-16T09:02:19.000Z**: Brother Rock Steady
- **Frrrrrrrrank · 2026-06-16T09:00:44.000Z**: Thanks for Brother Yanshi's analysis, accompanying and growing together all the way.
- **华尔街收租客 · 2026-06-16T08:58:15.000Z**: Thanks for the massage, bro