$Sandisk(SNDK.US)$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!