---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42217969.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US)$Roundhill Memory ETF(DRAM.US)$Roundhill T-Rex 2X Long DRAM Dly TrgtETF(RAM.US) The bubble in storage is far larger than in other segments, and the gross margin has already given the conclusion."
datetime: "2026-06-26T00:54:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42217969.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42217969.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42217969.md)
author: "[lisomo](https://longbridge.com/en/profiles/7171535.md)"
---

# $Micron Tech(MU.US)$Sandisk(SNDK.US)$Roundhill Mem…


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## Comments (20)

- **Just buy it · 2026-06-26T02:11:48.000Z · 👍 6**: Barriers not high? Do you even hear what you're saying?
  - **lisomo** (2026-06-26T03:12:45.000Z): You're right, high or low is relative. If a shortage due to insufficient quantity is called a high barrier, then there's no barrier that isn't high.
  - **Just buy it** (2026-06-26T03:24:23.000Z): You're right, I think you can go short, turn your ideas into money, and you'll get rich.
  - **lisomo** (2026-06-26T04:08:22.000Z): Thank you, boss.
- **灵感菇 · 2026-06-26T01:19:12.000Z**: Asking the experts, isn't such an outrageous gross profit margin an indication that the buyers have no bargaining power and the industry barriers are high? Why call it a bubble?
  - **新用户_aciiF** (2026-06-26T01:23:08.000Z): During an oil crisis, would you think it's due to the supplier's outstanding capabilities?
  - **lisomo** (2026-06-26T01:24:58.000Z): Hello boss, forgive my blunt words, what are the barriers for his storage, the iteration is very slow, what's the difference between what he's doing now and what he did a few years ago? The difference
  - **拿不住就去进厂** (2026-06-26T02:01:33.000Z): You can buy software stocks, software stocks have no bubble.