---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42050677.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)Hello everyone!SanDisk's new patent was revealed today, which finally explains its strong performance recently. Some information is asymmetric. I've been thinking for the past few days: SanDisk has surged so much and remains so strong. It feels like it's not Micron Technology reporting earnings, but SanDisk?!In the last earnings call, besides the long-term agreements, SanDisk revealed two other important pieces of information: 1. For Q3 fiscal quarter (i.e., Q1 of the 2026 calendar year), bit shipments were flat year-over-year but down 10% quarter-over-quarter, mainly due to stockpiling for the next quarter, meaning QLC SSDs will ship in large volumes in Q2. Shipments for the 2026 fiscal year are expected to increase by nearly 20%.2. The Chairman and CEO said: We are very proud of our technology... Frankly, the value of our technology has always been recognized by the market, but in the past, this value was captured by others, not the producers. Now, we are distributing this value more fairly./// SanDisk has always been a leader in the NAND field, but unfortunately, it had no arena to showcase its skills before. Only in the AI era can its technological advantages be better utilized. From HBF to this patent, it shows it's leading by a lot. In terms of wafer manufacturing processes, Kioxia and SanDisk have also been leading the industry.The launch of HBF in the second half of the year marks the starting point of SanDisk's transformation into a storage giant!"
datetime: "2026-06-22T11:04:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42050677.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42050677.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42050677.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# $Sandisk(SNDK.US)$Micron Tech(MU.US)Hello everyone…


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## Comments (14)

- **ooorianna · 2026-06-22T13:40:07.000Z**: Bought at 2x when it was at 2x, feeling very reassured haha. Can only say I should have bought more.
- **阿二每天都要开心呀 · 2026-06-22T13:27:23.000Z**: Bro, I went long on semiconductors with 3x leverage this morning.
- **奔快的溪流 · 2026-06-22T13:14:58.000Z**: Waiting for HBF🍻
- **黄大仙本仙 · 2026-06-22T12:12:21.000Z · 👍 1**: Brother Rock. Can I buy two times? I've lost money on storage before.
  - **昆仑山岩石** (2026-06-22T12:24:24.000Z): Doubling down is suitable for short-term swings when buying on dips; I don't recommend chasing highs as short-term fluctuations are hard to predict. Buying the underlying stock is relatively safe as l
  - **黄大仙本仙** (2026-06-22T12:34:54.000Z): Okay. I was thinking of buying on dips. But there's no chance. I lost ten thousand dollars on MU options before 🤣🤣
- **coco314 · 2026-06-22T11:49:09.000Z**: 4000 is within reach
- **我在美股打黑工 · 2026-06-22T11:31:52.000Z**: When will it be able to pull back?
- **光辉万丈 · 2026-06-22T11:30:30.000Z · 👍 1**: SanDisk is awesome! 🌹🌹 Rock is awesome! 🌹🌹
- **add · 2026-06-22T11:24:57.000Z · 👍 1**: I haven't participated in the storage, can you adjust it for two days to let me join? 👨🏻
- **aistock · 2026-06-22T11:22:49.000Z**: naad is indispensable for AI infrastructure, HBf is another explosive point, not far from a Davis double!
- **深蹲达人 · 2026-06-22T11:13:43.000Z · 👍 2**: When hbf comes into view, SanDisk will kick off the strongest main upward wave in history 🫡 soaring straight into the clouds!
- **千金钞集令 · 2026-06-22T11:11:06.000Z**: Fortunately, Brother Rock has been there all along, steady and reassuring. 👍
- **nnnnhai · 2026-06-22T11:07:19.000Z**: Go for it! Diye!