---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42263620.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)Want to look at it from a different perspective?From the perspective of U.S. national interests, is it better for consumer goods company Apple to make money, or for Micron to make money?Where does Apple spend the money it makes? On share buybacks, product R&D, etc., and also cash reserves.Where does Micron spend the money it makes? On capital expenditures for factory construction in Idaho, Virginia, New York, on R&D, and on working capital.Where is the future? In AGI, silicon-based life.As for those who doubt the AI investment bubble, what were you doing back in April and May? Did you forget about it once the market improved?"
datetime: "2026-06-28T09:48:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42263620.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42263620.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42263620.md)
author: "[股票跌我就当鸵鸟](https://longbridge.com/en/profiles/23407135.md)"
---

# $Sandisk(SNDK.US)$Micron Tech(MU.US)Want to look a…


### Related Stocks

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

## Comments (2)

- **清风拂醉月 · 2026-06-28T18:07:29.000Z**: Don't even mention April and May. In April I was in the space sector, in May I was still in the space sector waiting to break even, perfectly missing the market rally in those two months. By early June, I was still hoping that the SPCX listing would lead the smaller stocks to surge, but instead, the
- **痛但快乐 · 2026-06-28T12:10:42.000Z**: Actually, even after giving up that portion of Apple's share, the production capacity is still fully taken. 70% of the capacity is supplied to HBM. As for the little capacity left for consumer electronics that Apple doesn't want, plenty of others do.