MRAM Commentator
Sandiskmake verify one by one Grateful to have you on this journey!
$Sandisk(SNDK.US)$Micron Tech(MU.US) The trend is bullish!
Hello friends of SanDisk, hello small shareholders of Micron Technology!
The first half of the year has ended. Taking stock, the annual profit targets of 200% for US stocks and 100% for A-shares have been significantly exceeded early in the first half. This is mainly due to choosing storage as the main portfolio position and completely changing the A-share habit of chasing rallies and selling on dips, focusing on holding stocks instead.
The fundamental logic of storage chips has changed in the AI era. Looking to the future, storage is the most certain investment target, with both performance and growth. The most different change compared to history is product pricing power. This is different from other small and medium-sized stocks in the AI infrastructure supply chain and does not rely on a specific customer, including NVIDIA. Don't mention Apple anymore; that's consumer electronics history. Now Apple's market position has reversed in the face of storage. No matter how many rumors and speculative articles are in the market, they can only cause short-term fluctuations and cannot change the medium-term upward trend.
AI is a technological and industrial revolution that disrupts human history, with a greater impact on humanity than any previous technological revolution. AI will create enormous wealth for humanity and completely change human production and lifestyles. The so-called AI infrastructure bubble theory is short-term speculation in the capital market and has nothing to do with the AI development trend. Any industry giant in the digital information age cannot avoid AI. For them, retreating means self-destruction, OUT! You and I cannot avoid it either. Not participating means missing out on enormous wealth.
Many people ask me what SanDisk's target price is. The wealth created in the AI era is not something we can predict here and now. Every time I predicted a target price, it was reached well ahead of time. I support another doubling in the second half of the year. Next year is for next year. That cycle won't exist within five years. We'll talk about the future after five years...
Wishing everyone continued efforts and even greater achievements in the second half of the year!
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