---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42206405.md"
description: "$Sandisk(SNDK.US)The main reason SanDisk has performed better than Micron is that Micron's earnings report mentioned a 85% quarter-on-quarter increase in NAND prices, while DRAM was only 60%. Additionally, in long-term agreements, NAND has already locked in 30%, while DRAM is only 20%. At the same time, at this critical moment when Micron's earnings report is trying to save the day, Wall Street has chosen SanDisk. All of this points to one conclusion: the true king belongs to SanDisk!!"
datetime: "2026-06-25T15:13:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42206405.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42206405.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42206405.md)
author: "[股票跌我就当鸵鸟](https://longbridge.com/en/profiles/23407135.md)"
---

# $Sandisk(SNDK.US)The main reason SanDisk has perfo…


### Related Stocks

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

## Comments (6)

- **白桃酥 · 2026-06-26T01:53:09.000Z · 👍 1**: Why did Micron fail to outperform SanDisk after today's earnings report? Micron: The market is always fixated on its capacity expansion plans. Even if the earnings are stellar, as long as there are plans to increase factory investment in the future, short sellers will preemptively trade on "over
- **清风拂醉月 · 2026-06-25T15:21:38.000Z · 👍 5**: It's simply because SanDisk has a small market cap and is easy to manipulate.
  - **顺风起飞** (2026-06-25T16:03:29.000Z): The next HBM is NVND
  - **我在终点等你** (2026-06-25T16:13:10.000Z): Then there's nothing wrong with what you said.
  - **新用户_Yde4hw** (2026-06-25T16:40:06.000Z): Correct answer