---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43052164.md"
description: "$Sandisk(SNDK.US) SK Hynix is expanding NAND capacity, Meta and Microsoft haven't increased capital expenditure, figure it out yourself"
datetime: "2026-07-29T20:46:25.000Z"
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  - [en](https://longbridge.com/en/topics/43052164.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43052164.md)
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author: "[镰刀资本](https://longbridge.com/en/profiles/14398021.md)"
---

# $Sandisk(SNDK.US) SK Hynix is expanding NAND capac…


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## Comments (8)

- **九华之光 · 2026-07-29T22:41:57.000Z**: Microsoft didn't even raise prices, the storage narrative is over
  - **新用户_qqJxR** (2026-07-30T03:58:49.000Z): Microsoft's capital expenditure decreased because it adjusted its accounting policies, not because it directly cut capital expenditure.
- **puppy · 2026-07-29T20:52:26.000Z · 👍 1**: Meta raised it, just finished watching
  - **星星人** (2026-07-29T20:55:01.000Z): The adjustments haven't risen as much as hardware,
  - **昨夜雨疏风骤** (2026-07-29T20:55:06.000Z): Only raised the forecast for the minimum range to 5 billion, which is effectively no change. Just waiting for the hardware to blow up.
  - **宁可少赚，不要亏钱** (2026-07-29T21:15:26.000Z): You don't understand