--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42262170.md" description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)The medium-term trend is bullish!Hello to all the friends of SanDisk and Micron Technology!Today, let's talk about a few very hot topics in AI computing power recently, ignoring GPU and CPU.1. Regarding AI infrastructure, there are periodic bubble theory discussions, with speculative articles flying everywhere. Essentially, it's a game in the capital market, not a problem with AI development. Have you noticed that these are the last few days before the end of the first half of the year? The Nasdaq has fallen for five consecutive days this week, with huge trading volume in the week after the triple witching day.2. Regarding storage, price increases are market behavior. The demand for storage technology and production capacity in the AI era is no longer the logic of the consumer electronics era. Don't keep looking back to the past; face the future. Micron Technology's earnings call mentioned that the storage demand for a single humanoid robot is 10 times that of an L2 autonomous vehicle, indicating that physical AI is a blue ocean for storage. Linearly expanding capacity cannot meet the parabolically growing demand. Where is the cycle?3. Regarding the bottlenecks and technological paths of AI computing power: Everyone knows the bottleneck is not GPU or CPU, but storage and optical transmission. The first storage technology to be implemented is memory HBM, which has already been applied up to HBM4. The second is SanDisk's HBF, followed by SanDisk's abbreviated USB2 patent, which stacks FLASH under the GPU using the unique CBA bonding process of Kioxia and SanDisk to work together with HBM to improve computing efficiency. These are the current ultimate paths for storage. A special reminder: HBM, HBF, and the USB2 patent are not substitution relationships but a division of labor and collaboration. The second is optical-electrical transmission. Existing optical modules will evolve into NPO and CPO in the future. The principle is similar to storage, where optical chips and optical engines get closer and closer to the GPU until co-packaging, improving transmission efficiency and saving energy. This introduces a new demand: advanced packaging. Process is process, packaging is packaging; both will be equally important in the future, but I won't elaborate today.Summary: The future demand for storage chips is not just for the AI infrastructure needs of major companies and the East. The demand for physical AI is a blue ocean. The demand for computing power platforms drives the advancement of storage technology. Here, SanDisk has already captured the future high ground. So far, the increase in SanDisk's stock price is still supported by its performance valuation. The valuations of SanDisk and Micron Technology are currently the lowest among US tech stocks, with no future component priced in. So, where will SanDisk's stock price rise to in the future? Unleash your imagination; the future is infinitely bright!///I've attached three charts: the trends of SanDisk and Micron Technology, and the Nasdaq index chart, making it clear at a glance." datetime: "2026-06-28T00:13:17.000Z" locales: - [en](https://longbridge.com/en/topics/42262170.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42262170.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42262170.md) author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)" --- # $Sandisk(SNDK.US)$Micron Tech(MU.US)The medium-ter… ### Related Stocks - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md) - [KXIAY.US](https://longbridge.com/en/quote/KXIAY.US.md) ## Comments (46) - **昆仑山岩石 · 2026-07-03T01:33:54.000Z · 👍 4**: $Sandisk(SNDK.US)$Micron Tech(MU.US) Mid-term trend is bullish!Despite the recent severe volatility in SanDisk and Micron Technology, SanDisk's stock price has corrected about 28% from this recent high. So far, the magnitude of this correction is roughly equivalent to, or slightly smaller than, the - **奔快的溪流** (2026-07-03T02:05:39.000Z): Okay! 🫡 - **我是许小年** (2026-07-06T04:13:30.000Z): Wow, your argument is really long - **我是许小年 · 2026-06-29T23:42:08.000Z**: What is the medium to long-term target price for this? - **昆仑山岩石** (2026-06-29T23:57:27.000Z): This question is not easy to answer, it's related to the heat of the Nasdaq market, and the potential is huge! - **我是许小年** (2026-07-07T07:11:34.000Z): Probably, but I don't dare to be that optimistic. - **Lemon_Boy · 2026-06-29T11:31:50.000Z**: Zhongji Xuchuang, does Brother Yanshi of New Eoptolink also have a bullish outlook on it? - **昆仑山岩石** (2026-06-29T23:54:38.000Z): I'm not optimistic about the two stocks mentioned above. They lack independent products, are constrained by upstream optical chips and optical engines, and are dependent on major downstream customers. - **白云路交易员 · 2026-06-28T15:47:31.000Z**: Brother Rock, I've always agreed with your views. There's one point I'd like you to clarify: Micron and Hynix combined already have a market cap of over two trillion. At this valuation, how much more room is there for growth? - **昆仑山岩石** (2026-06-29T00:01:00.000Z): Such a question is hard to answer. It depends on the trend of AI development; theoretically, any scenario is possible. - **白云路交易员** (2026-06-29T08:13:05.000Z): Because I believe in storage, I saw that the combined market cap of the top three is a bit ridiculous.. - **金字塔仓位管理 · 2026-06-28T14:38:59.000Z**: After reading Kunlun Shan's analysis carefully, I'm even more confident. - **举重冠军小阁老 · 2026-06-28T09:12:37.000Z**: Like - **diamond man · 2026-06-28T07:23:20.000Z**: That's right, currently AI infrastructure is seriously dragging the legs of AI front-end applications. It's not a bubble, nor is it low return on investment. It's that construction can't keep up with demand. - **草莓果酱 · 2026-06-28T07:16:40.000Z**: May I ask what is the number of days for this EMA line? - **昆仑山岩石** (2026-06-28T08:24:27.000Z): 21, 34 - **阿二每天都要开心呀 · 2026-06-28T03:58:44.000Z · 👍 1**: Last week, I decisively entered the 3x semiconductor ETF. Although I'm currently underwater, I'm not panicking at all! SanDisk was also a good opportunity, but I caught a cold and had a fever that night, missing the perfect buying point! Thanks again to Brother Yanshi for his patient guidance! - **seiren** (2026-07-02T21:31:07.000Z): Are you panicking now? - **阿二每天都要开心呀** (2026-07-02T23:07:58.000Z): Don't panic - **鳳鳳Mavis · 2026-06-28T03:43:09.000Z**: Thanks for sharing - **阳光哇 · 2026-06-28T03:34:08.000Z**: Thanks, boss! Your analyses are always so detailed! May I ask, what's your current view on SanDisk and Micron? - **昆仑山岩石** (2026-06-28T03:40:55.000Z): I can't see how high it can rise anymore. I've made several predictions before: predicted a one-year target of 700, which was reached in a month; then predicted a six-month target of $1500, which was - **阳光哇** (2026-06-28T04:43:22.000Z): Okay, thanks bro - **股票跌我就当鸵鸟 · 2026-06-28T03:24:42.000Z**: Top Rock Brother, believe in the future, believe in silicon-based life! - **奔快的溪流 · 2026-06-28T02:48:43.000Z**: That's fucking awesome, bro! - **流萤和昔涟的交易员 · 2026-06-28T02:26:28.000Z**: Bro, over the weekend I came across a view that for MU, SK Hynix's US listing is a negative. What's your take on this view? If convenient, could you give a medium-to-long-term analysis and judgment on Micron? - **昆仑山岩石** (2026-06-28T02:31:04.000Z): If there's no negative news, it should be positive for everyone. SK Hynix is SK Hynix, Micron Technology is Micron Technology. I've stated my view multiple times: Micron Technology is a U.S.-based com - **昆仑山岩石** (2026-06-28T02:34:00.000Z): In the US stock market for the next year, SanDisk is first and Micron Technology is second. If you don't have over $100 million in capital, there's no need to say anything else. Diversified investment - **流萤和昔涟的交易员** (2026-06-28T02:36:49.000Z): 😂😂 I haven't researched the storage industry deeply enough. After seeing too many opinions, I start worrying about this and that, and all my energy is focused on the light. Thanks for sharing your p - **顺势而为可谓道 · 2026-06-28T02:14:49.000Z · 👍 1**: Good morning, Brother Yanshi, holding onto storage makes the heart steady. - **冷静沉着 · 2026-06-28T01:29:17.000Z · 👍 1**: When I'm free on the weekend, I wait for Brother Yanshi to speak, his content is always very insightful. - **拿不住就去进厂 · 2026-06-28T00:38:36.000Z**: Brother Rock👍👍 - **华尔街收租客 · 2026-06-28T00:29:08.000Z**: Thanks for the emotional massage 🙏 - **正在缓冲 · 2026-06-28T00:28:31.000Z**: Boss is such a workaholic, it's heartwarming - **光辉万丈 · 2026-06-28T00:18:55.000Z · 👍 1**: Good morning, Brother Yanshi! 👍🌹📈 - **昆仑山岩石** (2026-06-28T00:22:45.000Z): Good morning! 🍓😁 - **光辉万丈** (2026-06-28T00:34:44.000Z): Looking forward to you sharing about advanced packaging🙏🙏 - **昆仑山岩石** (2026-06-28T02:14:38.000Z): Advanced packaging is TSMC's proprietary expertise, not SanDisk's business scope.