---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42765318.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Microsoft(MSFT.US)I opened a position in storage stocks for the first time today.Actually, I still have doubts about the storage cycle and am unsure if it has bottomed out. However, Microsoft's weight in my portfolio is too large, so I need to find an opportunity to add some memory/storage positions as a hedge.Although I still believe the seesaw effect between software and storage is unsustainable, given the current market style, I have to compromise slightly."
datetime: "2026-07-17T10:44:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42765318.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42765318.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42765318.md)
author: "[纳斯达克小作手进行录](https://longbridge.com/en/profiles/16370765.md)"
generator: "portal-rs"
---

# $Sandisk(SNDK.US)$Micron Tech(MU.US)$SK Hynix(SKHY…


### Related Stocks

- [SKHZ.US](https://longbridge.com/en/quote/SKHZ.US.md)
- [SKDD.US](https://longbridge.com/en/quote/SKDD.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SKUU.US](https://longbridge.com/en/quote/SKUU.US.md)
- [SKHX.US](https://longbridge.com/en/quote/SKHX.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

## Comments (4)

- **是圆圆呀（不追高） · 2026-07-17T11:50:18.000Z**: What software is this?
  - **纳斯达克小作手进行录** (2026-07-17T16:02:39.000Z): IBKR
- **吴彦祖不炒股 · 2026-07-17T10:55:03.000Z**: You can sell now, making $100 per share. Day trading is quite comfortable; there's no need to stubbornly hold at 2000. It might drop below 1300 tomorrow.
  - **纳斯达克小作手进行录** (2026-07-17T16:03:07.000Z): Sold 2 shares at 1480, looking for an opportunity to buy back these $3,000 worth, might buy Micron or SK Hynix


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**