---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42217820.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US)$NVIDIA(NVDA.US)$Apple(AAPL.US)$Corning(GLW.US)1. The Magnificent Seven are still selling off. If you're a left-side player and still have capital and positions, it's fine to build a long call position in the underlying stock now.But I don't have much spare position myself right now, and my capital base is average. My strategy is to wait for a right-side reversal, wait for the end-of-month capital rebalancing to be completed, and for new buying power to emerge. Then, I'll add positions on the right side in the short and long term, and be the coolest kid on the block then.2. After Micron's earnings report yesterday, I formulated two strategies for the memory sector: a. Reduce positions at high levels, expecting a pullback at the open to buy back, doing day trading; b. Stay put, add positions during intraday pullbacks, and sell when it rises.In the end, fearing I'd miss the rally by selling, I chose plan B. The intraday pullback judgment was correct, and I followed the strategy of buying low and selling high (forcing myself to execute the strategy). Looking at the actual results, plan A was better, haha, stay calm.Looking back, I should have chosen plan A. The reason is simple:My overall account is still in the red (even though it's due to Hong Kong stocks). My main task right now is to play it safe and develop, and quickly break even.Also, I don't have any extra positions right now and urgently need cash.Finally, the market is very distorted right now. The big players have all pulled back, and the memory sector is holding up half the sky. That's a huge pressure. The memory sector is technically on the verge of a storm for now. Micron's earnings report was just a shot in the arm (not bearish, just think the technical volatility analysis will be significant).3. Bullish on $Corning(GLW.US). AI narrative revaluation. Avoid chasing highs, build positions on pullbacks. (Unless it's an extreme market, nine times out of ten, there will be pullbacks to buy. Don't go crazy when you don't believe it).4. Continue to be bullish on memory in the second half of the year, but my understanding doesn't see it going crazy without needing an adjustment."
datetime: "2026-06-26T00:49:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42217820.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42217820.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42217820.md)
author: "[大西北的汉子](https://longbridge.com/en/profiles/12811387.md)"
---

# $Micron Tech(MU.US)$Sandisk(SNDK.US)$NVIDIA(NVDA.U…


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## Comments (1)

- **丁淞泊 · 2026-06-26T03:48:42.000Z**: You are absolutely right, I will study it carefully