---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41658408.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US) trend bullish!Hello everyone!In recent trading sessions, the U.S. stock semiconductor sector has experienced severe volatility. Over the past two months, AI industry chain stocks have seen massive gains followed by significant adjustments. My personal view is mainly that this sector has risen too much recently. Marvell and Dell experiencing daily gains of over 30% is like the final frenzy—pigs are flying. Coupled with the upcoming SpaceX listing and the June 18 triple witching day, market adjustments are a normal phenomenon. Short-term valuation corrections are beneficial for later-stage growth.SanDisk and Micron Technology adjusting with the sector is also beneficial for future price increases. The difference between the memory chip sector and other AI infrastructure industry chain stocks is that it has the lowest valuation and the best growth potential, already becoming a scarce strategic resource in the AI era. The AI computing power on the Pacific's west coast is two orders of magnitude behind the east coast. Large-scale computing infrastructure deployment has already begun, and demand for AI memory chips will surge starting in the second half of the year. Price increases across the entire memory industry and supply chain have fully transmitted. NORFLASH prices rose about 50% quarter-over-quarter in Q2, with automotive-grade prices up 100%.For SanDisk and Micron Technology, I have always advocated holding the underlying shares for the medium to long term, which provides peace of mind and allows for restful sleep. Even with short-term severe volatility, as long as the broader market stabilizes, recovery will be swift. The upward trend in stock prices will not change. I hope everyone can get through this phase and make money and get rich!"
datetime: "2026-06-10T00:19:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41658408.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41658408.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41658408.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# $Sandisk(SNDK.US)$Micron Tech(MU.US) trend bullish…


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## Comments (37)

- **昆仑山岩石 · 2026-06-23T10:56:23.000Z · 👍 1**: Hello everyone! I dug out this article from June 10th for you all to see, isn't it quite similar? It's normal for prices to fall after a big rise, it's just the semiconductor sector adjusting after a significant increase, and it's not just memory stocks that are falling, don't overthink it!This is a
  - **赚够了就收手** (2026-06-23T11:04:14.000Z): Today is another opportunity to add to positions. Rock Brother, what's your take on Micron's earnings release?
- **小菜花56717 · 2026-06-15T15:31:38.000Z**: Thanks for the advice, boss. Hold for long term.
- **昆仑山岩石 · 2026-06-12T23:06:15.000Z · 👍 2**: Good morning, SanDisk buddies!On the highly anticipated night of SpaceX's listing, SanDisk quietly reached $2000. The SanDisk community is as calm as a clear lake, with only occasional ripples caused by a few stirrings of life...In the first half of the year, SanDisk and Micron Technology have made 
  - **aistock** (2026-06-12T23:52:29.000Z): Happy weekend, step by step to achieve your wishes.
- **冒牌大猩猩 · 2026-06-12T02:10:34.000Z**: Love you, bro 😘
- **搏一搏单车变摩托. · 2026-06-10T04:21:14.000Z**: Rock Boss, if SanDisk and Micron are bullish in the long term, is it okay to hold the 2x long position? It just means the ups and downs will be bigger?
  - **昆仑山岩石** (2026-06-10T06:32:09.000Z): Leveraged products experience excessive wear and tear in highly volatile markets. This round of adjustment is also a deleveraging process, and it is not recommended to hold leveraged products for the 
  - **搏一搏单车变摩托.** (2026-06-10T09:54:13.000Z): Thanks🙏🏻
- **赚够了就收手 · 2026-06-10T02:12:15.000Z**: Bought a lot of Micron when it was at 1000. I'm numb.
  - **昆仑山岩石** (2026-06-11T05:03:46.000Z): Actually, it doesn't matter what price you bought SanDisk or Micron Technology at. The fact is you've already bought it. If you hold the stock for more than half a year or two to three years, you will
  - **赚够了就收手** (2026-06-11T07:46:59.000Z): Thanks for the massage, bro. I'm learning now. The information on the internet is a mixed bag. Are there any good channels to access authoritative information?
  - **昆仑山岩石** (2026-06-13T01:37:36.000Z): Information is not about authority, but about accuracy and falsehood. One needs to compare and find accurate information for analysis and research.
- **Lemon_Boy · 2026-06-10T02:07:56.000Z · 👍 1**: What's your take on tonight's CPI? Teacher, I feel it could have a big impact on US stocks.
  - **昆仑山岩石** (2026-06-10T03:48:26.000Z): Short-term fluctuations are hard to judge. The recent sharp volatility is the result of a combination of factors in June. Essentially, it's still a case of deleveraging and valuation compression after
- **长投信仰。江 · 2026-06-10T02:04:22.000Z · 👍 1**: Brother Yanshan, what do you think about tonight's CPI? My leverage ratio is quite high, so I cleared my position first, not sure if it's the right move.
  - **昆仑山岩石** (2026-06-10T03:48:43.000Z): Ditto
- **得鹿为鱼 · 2026-06-10T01:37:36.000Z**: Received, Kunlun bro, long-term bullish on the deterministic demand for storage.
- **拿不住就去进厂 · 2026-06-10T01:06:00.000Z**: Last night it fluctuated by more than ten points, oh my god
- **AnnaGoerge · 2026-06-10T00:52:15.000Z**: Boss Rock, the software won't open, how can I see your share?
  - **昆仑山岩石** (2026-06-10T00:55:23.000Z): Can't open the Longbridge app? Ask the customer service manager☺☺☺
  - **AnnaGoerge** (2026-06-10T01:00:35.000Z): After the 12th🤔
  - **小陈年入百万** (2026-06-10T01:04:22.000Z): Who said it can't be opened if it can't be bought?
- **我是新来的 · 2026-06-10T00:50:26.000Z**: Bro Rock is here to offer timely help again.
  - **Luka Wu** (2026-06-10T07:22:47.000Z): Confidence is the most valuable thing.
- **奔快的溪流 · 2026-06-10T00:46:00.000Z · 👍 1**: Hold on, we're definitely going to win✌️
- **吃鲨鱼的人 · 2026-06-10T00:44:56.000Z**: Thanks for the massage💆🏻‍♀️
- **aistock · 2026-06-10T00:43:21.000Z**: Be patient, AI has only just begun, it's far from over!
- **新用户_3KMbcj · 2026-06-10T00:33:24.000Z**: Big shot, seeing your words warms my heart.
- **leo_x · 2026-06-10T00:30:56.000Z · 👍 4**: The main issue is still too much leverage; when deleveraging occurs, it can lead to a stampede. The story of storage is not over yet~
- **啧啧啧 · 2026-06-10T00:26:17.000Z**: Third.
- **Longluck · 2026-06-10T00:25:25.000Z**: Rock Boss, will interest rate hike expectations have a direct impact on SanDisk and Micron?
  - **昆仑山岩石** (2026-06-10T00:28:48.000Z): If there is any impact, it is an impact on the entire U.S. stock market and tech stocks. SanDisk and Micron Technology will certainly fluctuate with the market, but once the market stabilizes, they wi
- **刘66啊 · 2026-06-10T00:25:15.000Z**: Thanks for the massage