---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42290953.md"
description: "I only have one view on storage: watch when Microsoft issues bonds. Once Microsoft issues bonds, I'm out of $Micron Tech(MU.US)$Sandisk(SNDK.US)$XL2CSOPSMSN(07747.HK)$XL2CSOPHYNIX(07709.HK)"
datetime: "2026-06-29T14:56:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42290953.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42290953.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42290953.md)
author: "[リムル](https://longbridge.com/en/profiles/9982371.md)"
---

# I only have one view on storage: watch when Micros…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [07747.HK](https://longbridge.com/en/quote/07747.HK.md)
- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)

## Comments (9)

- **注意走位 · 2026-06-29T15:15:45.000Z**: Has Microsoft already issued bonds?
- **亚洲时间 · 2026-06-29T15:00:33.000Z**: This logic makes sense, but you can't just run away based on this one signal alone.
- **David.Mang · 2026-06-29T15:00:29.000Z**: Why only look at Microsoft, hasn't Google already announced it?
  - **拿不住就去进厂** (2026-06-29T22:51:55.000Z): Because his ninety yield rate
- **丁真！寄 · 2026-06-29T15:00:28.000Z · 👍 2**: Actually, we can look into the number of data centers that Microsoft has stopped building and canceled this year.
- **deville · 2026-06-29T14:59:53.000Z**: That makes a lot of sense!
- **新用户dgjjb · 2026-06-29T14:59:20.000Z**: What is issuing bonds, boss?
- **做多一条龙 · 2026-06-29T14:59:08.000Z**: Why
- **行哲（躺平版） · 2026-06-29T14:58:30.000Z**: Smart