
Traded ValueI don't have any good ideas right now. All I know is that I can still hold on, just like I've been saying since Micron was at 800: not selling a single share, helping Micron reach one trillion. During this period, I truly didn't sell a single share; instead, I kept adding to my position along the way.
As for whether the brothers can hold on, I don't know. I don't have any good advice either, because in my understanding, the memory sector's expectations for this year aren't over yet. That's why I called for 800 when the stock price was still 300 at the beginning of the year.
But now that it has really reached 800, it feels like a dream (too fast). After selling too early many times, the lesson is: no matter if it goes up or down, don't sell a single share. Since I'm not using leverage anyway, I'll just tough it out.
Let me edit and explain why everyone now knows SanDisk can't compete with Micron. I already told the brothers in the comments before, and I'll say it again here. The main reason was the initial worry that HBM could only be sold this year, that capacity and actual revenue were exaggerated, and whether the demand was as crazy as they said? The earnings reports from every major tech company have been the best response.
<Finally, I'll say one thing to myself: if you can't hold on, go work in a factory tightening screws.
Wishing the brothers who have persisted all along get what they wish for. When you're making money, leaving at any time is the right move. Just do it according to your own expectations.
$Micron Tech(MU.US)$Intel(INTC.US)$Sandisk(SNDK.US)$AMD(AMD.US)$Western Digital(WDC.US)
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