---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42408190.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US) Mid-term trend bullish!Despite the recent sharp volatility in SanDisk and Micron Technology, SanDisk's stock price has corrected about 28% from this recent high. So far, the correction is roughly equivalent to, or slightly less than, the adjustments that began in mid-November last year and February this year.This round of adjustment is also a correction following the nearly 300% surge since the end of March. I've carefully studied recent information from various aspects: the fundamentals haven't changed, and the news flow is mostly positive. Yesterday, Kioxia and SanDisk simultaneously announced sampling of TLC SSDs based on BICS10, which is currently the most advanced technology process in the NAND field and the foundational chip for HBF, leading the industry by 2-4 years.The U.S. semiconductor sector has seen huge gains in this round, and now it's undergoing a technical correction, requiring valuation compression and deleveraging. The U.S. stock market is a two-sided market with many derivatives. Stock prices must have two-way volatility for market makers to profit. I've mentioned many times in my previous articles that controlling risk is crucial during market valuation compression and deleveraging. If you hold the underlying stock and aren't afraid of short-term fluctuations, it's advisable to hold your position and wait at this level. Those with light positions can add to their holdings on dips. The mid-term trend is bullish!Wishing everyone good luck and prosperity!"
datetime: "2026-07-03T01:33:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42408190.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42408190.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42408190.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# $Sandisk(SNDK.US)$Micron Tech(MU.US) Mid-term tren…


### Related Stocks

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

## Comments (30)

- **昆仑山岩石 · 2026-07-08T10:26:55.000Z**: $Sandisk(SNDK.US)$Micron Tech(MU.US)Hello everyone!The recent decline has wiped out one-third of my account value. Some friends holding SanDisk have asked for my opinion. Personally, I am firmly holding onto the underlying shares without moving. This is a mid-term correction for the semiconductor se
- **不断学习，不断进步。 · 2026-07-06T02:25:36.000Z**: Boss, do you have any insights on optical modules?
- **——- · 2026-07-05T08:45:03.000Z**: I feel like no matter how much it fluctuates, it won't be as severe as MSTR 😂 MSTR's way of dropping is really scary; SanDisk is considered better.
- **昆仑山岩石 · 2026-07-05T07:49:47.000Z · 👍 2**: Hello everyone!Today while watching videos, I came across the stock trading reflections of a private equity fund manager and an individual investor who has made hundreds of millions. I'm sharing it here for everyone:...Voice-to-text translation:What's the hardest part about stock trading? The hardes
- **——- · 2026-07-03T23:34:20.000Z**: 😄Then I'll wait until the selling is almost over before buying some SanDisk
- **闪迪 · 2026-07-03T03:52:50.000Z**: Rock Boss is now the spiritual leader of SanDisk shareholders
- **昆仑山岩石 · 2026-07-03T03:49:27.000Z · 👍 3**: If you hold a 2x leveraged long position and it drops sharply for two consecutive days, it's brutal. The underlying stock only sacrifices time, but leverage is different. The time decay, compound interest decay, and the psychological burden of holding the position are all hard to bear!
  - **大司马桓温** (2026-07-03T04:31:56.000Z): Hey, Brother Rock, I don't have margin trading, only two times leverage. Can I still enjoy the benefits if the trend goes up later?
  - **昆仑山岩石** (2026-07-03T04:50:19.000Z): There's no need to reduce positions at this point. How much further can it fall? 10% is basically the limit, and a one-third drop in stock price is essentially the maximum, excluding a major market cr
  - **樾然的交易员** (2026-07-03T04:59:55.000Z): If there's no risk of margin call, just hold it. Selling at this time would be cutting losses at the low point, wouldn't it? Although leverage has its costs, as long as BYD can hit new highs and go up
- **做t小能手 · 2026-07-03T03:07:52.000Z**: Yesterday, it almost reached my put position, a bit of a pity. I want to learn from the big shots on how to buy positions through puts.
- **新用户_0XotoD1 · 2026-07-03T03:05:22.000Z**: Thanks for the psychological massage
- **DaftPunk · 2026-07-03T02:42:31.000Z**: Thanks, Brother Yanshi
- **价值哥的大迷弟 · 2026-07-03T02:23:34.000Z**: Still need Brother Yanshi's massage, it's been so painful these past few days.
- **爱喝冰美式 · 2026-07-03T02:17:52.000Z**: I made an exception and chased high on SanDisk at yesterday's opening, didn't expect it to drop sharply right away, but I'm not panicking. Recently, I've been catching up on knowledge related to the AI industry, reading "Chip War." Any good book recommendations?
  - **昆仑山岩石** (2026-07-03T08:03:02.000Z): AI is the continuation of the chip war. This round is basically BBQ (burned). They are playing with real AI, while we are just having fun!
- **正在缓冲 · 2026-07-03T02:08:17.000Z**: It's not advisable to trade stocks based on news; all you can do is stay true to your own convictions.
- **光辉万丈 · 2026-07-03T01:52:45.000Z · 👍 1**: Thanks, Bro Rock🌹👍
- **Lemon_Boy · 2026-07-03T01:47:46.000Z**: Will the speed of ChangXin's capacity expansion affect them?
  - **劝君莫惜金缕衣** (2026-07-03T01:54:20.000Z): Because ChangXin makes low-end memory, not HBM, which is what AI training needs.
  - **昆仑山岩石** (2026-07-03T02:14:38.000Z): ChangXin Memory Technologies, Yangtze Memory Technologies' own technology and production capacity are far from sufficient, and it has no impact on them. I have mentioned this many times.
- **ＳＮＤＫ · 2026-07-03T01:43:40.000Z**: Kai Xia has become a big V
- **椒盐鼠鼠 · 2026-07-03T01:43:31.000Z · 👍 1**: My leverage is very high, is it necessary to reduce leverage? I've already started losing principal this year, but I'm also afraid that if I reduce it, the price won't go back up.Is it expected to recover a bit next week?
  - **CHASON** (2026-07-03T02:01:16.000Z): I've already deleveraged. I think we should control the risk first, and then add back in when the right side comes.
  - **椒盐鼠鼠** (2026-07-03T02:38:47.000Z): OK
- **冷静沉着 · 2026-07-03T01:37:41.000Z**: I know they're killing leverage, those with low leverage earlier probably added a bit, then they're aggressively killing leverage. Jumping up and down, huh.
- **好公司好价格趋势为王 · 2026-07-03T01:37:02.000Z**: Thanks for the share, Kunlun bro.
- **大司马桓温 · 2026-07-03T01:36:37.000Z**: StockPro, can SanDisk stop falling next week? Double Hynix has already risen 5 points today without any stampede.