---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42235237.md"
description: "@每天都吃肉 I've read your article and fully agree with your point of view. It's very well written and comprehensive!I'd like to share my opinion based on your article: there's been a lot of buzz about those short essays these past two days.1. After Micron Technology's earnings report came out, the market has been hotly discussing that memory prices are high. Memory products shouldn't be forced to lower prices just because gross margins are high; there's no such logic.2. Apple's product price increases have nothing to do with Micron Technology's business officer's remarks. Each is just stating their own position; both are normal business practices.3. I haven't found anyone who traveled from the future, but I have found many who seem to have traveled to the past. Personally, I can't see where the cycle is at the moment. Media reports on ChangXin Memory Technologies and Yangtze Memory Technologies' market shares are incorrect; cutting them in half would be more accurate. Within 5 years, they will only play a supplementary role in the market. I also don't see the possibility that new capacity coming online in 2028 will lead to a memory oversupply and price drops for mainstream memory.4. Short-term fluctuations in stock prices will not change the medium-term upward trend."
datetime: "2026-06-26T09:49:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42235237.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42235237.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42235237.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# @每天都吃肉 I've read your article and fully agree …


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## Comments (18)

- **赚够了就收手 · 2026-06-26T11:04:18.000Z**: Micron sees 1500, SanDisk sees 4000 StockPro
- **Amymini520 · 2026-06-26T11:00:54.000Z**: StockPro explained it very well👍
- **ns5ei3听夏雨 · 2026-06-26T10:36:56.000Z**: The recent volatility has been really high, with big rises and falls, can't just lie flat anymore.
- **阿二每天都要开心呀 · 2026-06-26T10:15:58.000Z**: Hold firmly
- **——- · 2026-06-26T10:15:34.000Z · 👍 1**: Bought at 1200+, can only endure the volatility now🥺🥳
  - **跟顾神反着买** (2026-06-26T12:11:56.000Z): Micron, huh?
  - **——-** (2026-06-26T12:14:34.000Z): Yeah, chased it pre-market at that time
  - **跟顾神反着买** (2026-06-26T12:15:21.000Z): Too expensive, dare not chase
- **小菜花56717 · 2026-06-26T10:02:27.000Z**: Besides storage, there are no other good stocks to buy. Stay strong together.
- **Longluck · 2026-06-26T10:00:56.000Z · 👍 1**: Boss, if MG7's revenue declines and cash flow is under pressure, leading to cuts in capital expenditures, the storage sector won't be able to stay unaffected at that time. Is there any issue with this logic? Seeking an answer!
  - **昆仑山岩石** (2026-06-26T10:04:38.000Z): You've been brainwashed by the media, because the assumed logic doesn't exist in the first place.
  - **Longluck** (2026-06-26T10:20:38.000Z): Thank you 🙏
  - **在学习中前进** (2026-06-26T12:06:15.000Z): Revenue and expenses should both increase.
- **拿不住就去进厂 · 2026-06-26T10:00:43.000Z · 👍 6**: It's hilarious to see those prediction markets forecasting 90% returns. Even a powerhouse like Apple couldn't predict a few years ago that the thing to choke it in the end would be storage.
  - **做t小能手** (2026-06-26T11:08:47.000Z): Feels like a boomerang. A few years ago, he integrated the supply chain and squeezed storage manufacturers so they didn't expand capacity, and now it's coming back to bite him. 😏
- **旺旺勇闯美股 · 2026-06-26T09:56:38.000Z**: This article is a truly objective analysis. Many people just post after a round of AI analysis without considering market share, product versions, or supply-demand dynamics. In short, it's just about creating eye-catching content. Different strokes for different folks, there's always someone who'll 
- **每天都吃肉 · 2026-06-26T09:50:50.000Z · 👍 1**: Thanks for the recognition, StockPro. I also saw it on Twitter and thought it was quite valuable, so I'm summarizing and sharing it for discussion.