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

Bros, remember not to keep shouting "storage is king" anymore, and don't go provoking hatred in other sectors.

For the new version of storage, we've changed the slogan to five characters: No shooting! 🌚

We'll just sneakily make a little bit, and avoid another scenario of overcrowding where institutions detect overheated sentiment. 🌚─=≡Σ(((つ•̀ω•́) つ

Next up is NVIDIA's earnings report, the grandmaster of AI. Brother Da has always lit the way for the little brothers, so there might be positive news for storage and optical hardware.

Then comes the shareholder return plan promised by SK Hynix at the end of September. SanDisk has taken the lead in pointing out the direction for shareholder returns, so I believe Hynix will follow this path, which should also benefit storage.

Storage companies are currently able to maintain high profits over the long term and have signed long-term agreements to extend storage cycles. Coupled with the good example set by SanDisk and Micron in returning value to shareholders through buybacks and cancellations, plus the massive bond issuance exceeding one trillion USD by cloud providers in 2027 for CAPEX spending, the exacerbation of supply-demand imbalance makes this the year most lacking in storage. Holding physical shares remains the meta of the current version; at least for this season, it's still the ultimate answer. Personal humble opinion, please don't flame if you disagree. 🌚