---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42632888.md"
description: "$Sandisk(SNDK.US) From the perspective of a bystander who never participated, let me say a few words: storage has risen too much in the past six months, it wouldn't be an exaggeration for it to fall a few hundred more points. Within the grand narrative, it seems the expected returns for the next year have already been overdrawn. AI is great, but so far, there haven't been any major results. No major results, no major returns.After Tesla spun off its rocket and Starlink businesses, it's also on a downward trend now. I read the news saying they've even converted factories to produce robots. If it mainly relies on cars, $300, in my view, is already high.SpaceX is about to break its issue price soon. Although the reusable value is high, so far, no other greater value has been seen. As for Elon talking about going to the moon and Mars immigration, I still think it's overly mythologized. Even if they really get there, no value can be seen in the short term. It's not bad to treat it as a kind of faith, at least this goal can't be achieved in the next few years or even over a decade.Marvell soared because of a single sentence from Jensen Huang. I think it can rise, but the possibility of hype is greater. Executives are continuously cashing out. The stock price will come down the same way it went up.SK Hynix, Micron, same logic as SanDisk.The above are all good companies, but they all share a common point: big bubbles, big valuations.One last thing: capital might flow back to Hong Kong stocks. This wave of Xiaomi might really take off."
datetime: "2026-07-13T22:05:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42632888.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42632888.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42632888.md)
author: "[A清风](https://longbridge.com/en/profiles/15788844.md)"
---

# $Sandisk(SNDK.US) From the perspective of a bystan…


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## Comments (76)

- **买二手课会被时寒冰诅 · 2026-07-16T09:53:28.000Z**: Oh, Tesla cars are no good, and it's also because they're making robots. So Xiaomi is fine, is it because they also make cars but don't know how to make robots?
  - **A清风** (2026-07-16T10:35:28.000Z): Look carefully, I said it's not about the product. It's not even about the company, because Xiaomi is one of the heavier holdings in the Hang Seng Tech Index. When capital flows into Hong Kong stocks,
- **王振宗 · 2026-07-16T02:16:53.000Z**: Truly worthy of being called a Xiaomi commentator,
  - **A清风** (2026-07-16T02:19:40.000Z): The Onmyoji in the comment section collectively fell silent today.
- **Vincy 雲昔 · 2026-07-16T02:01:51.000Z**: If it drops by a few hundred points, wouldn't that turn negative? 🤣👉
- **爱理财的小Tom · 2026-07-16T02:00:37.000Z**: 😡Tricking the bros into Xiaomi, just to slaughter them again?
  - **A清风** (2026-07-16T02:06:00.000Z): Let the bullet fly for a while
- **KUNER · 2026-07-16T01:55:30.000Z**: Couldn't help but laugh when I saw Xiaomi at the end
  - **A清风** (2026-07-17T08:04:29.000Z): Did you hold on today?
- **吃瓜一时爽 · 2026-07-15T03:41:20.000Z · 👍 1**: Indeed, I'm bearish on storage just like you, but when it comes to Xiaomi, it's not as good as Alibaba.
  - **A清风** (2026-07-16T03:48:53.000Z): Take another look today?
- **不要频繁浇花 · 2026-07-15T02:33:46.000Z · 👍 1**: SanDisk… Xiaomi. What position does Xiaomi have to be compared with SanDisk?
- **Neozzz · 2026-07-15T01:39:01.000Z · 👍 1**: Similar to Jiubian's playbook
- **护花使者爱理财 · 2026-07-15T01:38:36.000Z · 👍 1**: As expected, a Xiaomi commentator
- **尤加利（不动版） · 2026-07-15T01:18:37.000Z · 👍 1**: Xiaomi？？？Are you serious?
  - **A清风** (2026-07-16T05:44:42.000Z): What do you think?
- **༿ · 2026-07-15T01:12:18.000Z · 👍 1**: Xiaomi has reached the resistance level for a rebound; it's time to sell.
- **拜登的交易员エウベル · 2026-07-15T00:56:30.000Z · 👍 6**: "Xiaomi Commentator" 🤡
  - **正在缓冲** (2026-07-15T01:08:53.000Z): When did Xiaomi start to butt in and comment on everything?
- **龙场悟道忘忧草 · 2026-07-15T00:41:44.000Z · 👍 2**: Hahaha, you're being abstract, huh? 🤣, how much Xiaomi did you buy?
  - **長野原烟花店交易员** (2026-07-15T00:47:56.000Z): Another round of Dass～
  - **龙场悟道忘忧草** (2026-07-15T00:52:05.000Z): That actually makes sense. World War is coming, we need to stock up on food, gotta buy Xiaomi! 🥹😁
- **劝君莫惜金缕衣 · 2026-07-14T23:57:18.000Z · 👍 1**: Luring the bros in and then slaughtering them
- **复利人生20 · 2026-07-14T23:53:04.000Z · 👍 1**: Seeing the last sentence, I couldn't hold back my laughter.....
- **Helius91 · 2026-07-14T23:43:39.000Z · 👍 1**: Then you should buy more Xiaomi.
  - **A清风** (2026-07-16T05:45:57.000Z): Thank you🙏
- **_f2tTGo · 2026-07-14T23:36:49.000Z · 👍 4**: When a person's wealth doesn't match their level of understanding, the money will flow to Lei Jun.
- **SSerpens · 2026-07-14T23:31:05.000Z · 👍 1**: LOL😆, exposed as just parroting
- **wlymj · 2026-07-14T23:18:53.000Z · 👍 2**: When reading articles and comments, I actually think the most important point is to click on their profile picture and look at their asset size and return rate. Those with large asset sizes and high returns usually have some real substance, and the possibility of them being pure gamblers is small. F
  - **A清风** (2026-07-16T22:37:22.000Z): After saying so much, the last sentence was wrong.