---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42410096.md"
description: "Currently holding a $100k position in SNDK, planning to hold on.Let's not talk about the reasoning, let's leave it to time."
datetime: "2026-07-03T02:24:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42410096.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42410096.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42410096.md)
author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)"
---

# Currently holding a $100k position in SNDK, planni…


### Related Stocks

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

## Comments (65)

- **顺心财来 · 2026-07-03T13:55:57.000Z**: I can't buy SK Hynix common stock, do I need to enable it in Longbridge?
- **不炒股改堵法国夺冠 · 2026-07-03T06:57:54.000Z · 👍 1**: Bottom-fishing time!
  - **钢铁纪律** (2026-07-03T07:16:17.000Z): Monday is fine.
- **vaaanlan · 2026-07-03T06:09:27.000Z**: Does Iron Brother still have snxx?
  - **钢铁纪律** (2026-07-03T07:16:41.000Z): I don't dare to use leverage, can't sleep.
  - **vaaanlan** (2026-07-03T07:19:30.000Z): I've learned my lesson 😭 Kept saying it would drop, looks like it still hasn't fallen to a percentage I can accept, hurts my wallet.
- **发财财多米 · 2026-07-03T04:39:22.000Z**: The boss casually spends a hundred thousand US dollars.
- **发条技师 · 2026-07-03T04:06:50.000Z**: Dare not open my eyes, hoping it's just my illusion
- **发条技师 · 2026-07-03T04:06:29.000Z**: Added to my position yesterday, still have a lot of floating losses, can only continue to sleep on it.
  - **钢铁纪律** (2026-07-03T04:13:29.000Z): When it comes to playing dead, I don't think many can outdo me. I really just don't care at all.
- **DBBDC · 2026-07-03T03:38:14.000Z**: An invisible massage
- **Flytothemoon · 2026-07-03T03:19:30.000Z**: The road is rugged; hopefully, the cloud company can come to the rescue before releasing its earnings report.
- **山顶资本打美股分部 · 2026-07-03T03:12:00.000Z**: Ready to charge?
  - **钢铁纪律** (2026-07-03T03:34:56.000Z): ?
- **白云路交易员 · 2026-07-03T03:06:32.000Z · 👍 1**: A bit confused. You're bearish on it but also buying. What exactly do you mean, bro?
  - **钢铁纪律** (2026-07-03T03:32:21.000Z): When did I ever short storage?
  - **钢铁纪律** (2026-07-03T03:34:34.000Z): I've posted so much to describe the sequence of market speculation: first hardware, then AI application side. The transition is already gradually happening, but in my personal judgment, there will sti
- **做t小能手 · 2026-07-03T03:05:08.000Z**: Only one Apple option was in the red yesterday 😭
  - **钢铁纪律** (2026-07-03T03:34:49.000Z): Apple is the one that stabilizes the overall market.
- **不要频繁浇花 · 2026-07-03T02:59:30.000Z**: In the past two days, the profit from my mu has dropped to only 40%, and the profit from dram is only 50% left 😭
  - **钢铁纪律** (2026-07-03T03:02:00.000Z): It's all the same, let's huddle together for warmth and watch the battle together.
- **秦哥小迷弟 · 2026-07-03T02:53:29.000Z**: All in
  - **钢铁纪律** (2026-07-03T03:02:07.000Z): Which one
- **空军吃我元气弹 · 2026-07-03T02:46:47.000Z**: I think it's about time, last night was pretty intense.
  - **钢铁纪律** (2026-07-03T02:51:32.000Z): huddling together for warmth
  - **a8君** (2026-07-03T02:53:05.000Z): Next Monday will recover yesterday's losses, that's settled.
  - **钢铁纪律** (2026-07-03T03:02:31.000Z): Actually, you see Kioxia is very strong.
- **Allen.liu · 2026-07-03T02:40:19.000Z**: Luckily I have options for KO, my account made a small profit yesterday
  - **钢铁纪律** (2026-07-03T02:43:12.000Z): Right, I'm Microsoft and the likes, they've gone up, which is also good
- **Allen.liu · 2026-07-03T02:36:01.000Z**: Added some sk at -14% yesterday, hope the world treats me gently 🙈
  - **钢铁纪律** (2026-07-03T02:51:40.000Z): Okay, haha
  - **Allen.liu** (2026-07-03T04:55:06.000Z): It's up ten points today.
- **a8君 · 2026-07-03T02:33:27.000Z**: I'm stuck in the DRAM
  - **止水观心** (2026-07-03T02:48:18.000Z): I sold and switched to Intel
  - **注意走位** (2026-07-03T04:31:27.000Z): Is Intel better?
  - **止水观心** (2026-07-03T04:32:21.000Z): Not sure, there are more dram, Samsung, and Hynix. Few have fallen sharply. Might as well buy Micron.
- **三思又三思 · 2026-07-03T02:28:03.000Z**: Damn, SanDisk is really getting slaughtered, 30 points in 2 days.
  - **三思又三思** (2026-07-03T02:28:44.000Z): Small market cap, easy to dump
  - **敏敏M** (2026-07-03T03:44:25.000Z): Down 35% in two days.
  - **注意走位** (2026-07-03T04:31:04.000Z): I was fully leveraged and got liquidated right at the bottom.
- **凤凰传奇 · 2026-07-03T02:27:40.000Z**: Bro, I want to ask a theoretical question, I don't quite understand. Currently, SK hynix's real-time price has risen by 3.6 points, but the Hong Kong stock (counterpart) is still down by more than two times. Why is that?
  - **钢铁纪律** (2026-07-03T02:42:55.000Z): If you follow the wrong signals, you should buy the underlying stock.
  - **止水观心** (2026-07-03T02:47:53.000Z): Because there is a premium on Hong Kong stock ETFs, you can see it by just clicking to open.
  - **灵感菇** (2026-07-03T03:01:32.000Z): There was a 17% premium at yesterday's close, not sure about today.
- **挣够3000万就收手 · 2026-07-03T02:26:03.000Z**: Brother Gang, why choose SanDisk over Micron?
  - **钢铁纪律** (2026-07-03T02:27:27.000Z): Because SNDK has a smaller market cap, if the market trend ends and everyone loses money, it doesn't matter which one you play. If the market trend continues, it's difficult for the few giants in the 
  - **三思又三思** (2026-07-03T02:27:29.000Z): The market cap difference is huge, so the opportunity is greater.
  - **挣够3000万就收手** (2026-07-03T02:30:20.000Z): Understood