---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42339789.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US) The trend is bullish!Hello friends of SanDisk, hello small shareholders of Micron Technology!The first half of the year has ended. Taking stock, the annual profit targets of 200% for US stocks and 100% for A-shares have been significantly exceeded early in the first half. This is mainly due to choosing storage as the main portfolio position and completely changing the A-share habit of chasing rallies and selling on dips, focusing on holding stocks instead.The fundamental logic of storage chips has changed in the AI era. Looking to the future, storage is the most certain investment target, with both performance and growth. The most different change compared to history is product pricing power. This is different from other small and medium-sized stocks in the AI infrastructure supply chain and does not rely on a specific customer, including NVIDIA. Don't mention Apple anymore; that's consumer electronics history. Now Apple's market position has reversed in the face of storage. No matter how many rumors and speculative articles are in the market, they can only cause short-term fluctuations and cannot change the medium-term upward trend.AI is a technological and industrial revolution that disrupts human history, with a greater impact on humanity than any previous technological revolution. AI will create enormous wealth for humanity and completely change human production and lifestyles. The so-called AI infrastructure bubble theory is short-term speculation in the capital market and has nothing to do with the AI development trend. Any industry giant in the digital information age cannot avoid AI. For them, retreating means self-destruction, OUT! You and I cannot avoid it either. Not participating means missing out on enormous wealth.Many people ask me what SanDisk's target price is. The wealth created in the AI era is not something we can predict here and now. Every time I predicted a target price, it was reached well ahead of time. I support another doubling in the second half of the year. Next year is for next year. That cycle won't exist within five years. We'll talk about the future after five years...Wishing everyone continued efforts and even greater achievements in the second half of the year!"
datetime: "2026-07-01T11:28:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42339789.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42339789.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42339789.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

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


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)

## Comments (71)

- **得得得 · 2026-07-06T01:42:47.000Z**: Bro, what A-shares did you buy? Is there a group? Can you bring me along? 😂
- **Anna866 · 2026-07-01T17:19:59.000Z**: Brother Rock, when the market pulls back, is it better to buy the underlying stock at a low price or go for the 2x leveraged product?
- **昆仑山岩石 · 2026-07-01T15:11:23.000Z · 👍 2**: Today's decline is across the entire semiconductor sector, not just memory, it's a general adjustment.
  - **新用户dgjjb** (2026-07-01T15:12:36.000Z): Looking at the situation over the past two weeks, is it going to pull back to the 20-day moving average before it rallies this time?
  - **白桃酥** (2026-07-01T15:17:54.000Z): Today, Meta caused trouble and the market mindlessly sold off the storage sector. A rebound is expected to start tomorrow.
  - **昆仑山岩石** (2026-07-01T15:38:12.000Z): If you're holding the underlying stock without leverage, adjustments are irrelevant; time is a friend, not an opponent. The semiconductor sector is adjusting because its gains have been too large, cou
- **拿不住就去进厂 · 2026-07-01T12:52:43.000Z**: After experiencing the March rumor mill, I'm already immune to this kind of Meta news haha
  - **注意走位** (2026-07-03T05:32:57.000Z): I didn't enter the market in March, what was the little essay at that time?
- **独一无二皮皮的交易员 · 2026-07-01T12:45:35.000Z**: Bro, can Gigadevice Semiconductor still go up?
  - **昆仑山岩石** (2026-07-01T12:47:34.000Z): The price has risen 200% in the short term, how can I answer your question? I've already sold three-quarters of it.
  - **新用户dgjjb** (2026-07-01T13:11:12.000Z): Is it a good time to add to the position at this support level after the drop today, boss?
  - **独一无二皮皮的交易员** (2026-07-01T13:19:07.000Z): Alright bro, got it
- **赚够了就收手 · 2026-07-01T12:20:38.000Z**: When I have more money, I'll continue to buy SanDisk and stick with StockPro through thick and thin.
- **吴彦祖海淀分祖 · 2026-07-01T12:20:03.000Z**: Bro, can we just buy the underlying stock at will?
  - **昆仑山岩石** (2026-07-01T14:21:34.000Z): Is it better to buy on dips than to chase highs?
- **奔快的溪流 · 2026-07-01T12:02:47.000Z**: Keep up the good work and strive for even greater achievements! Follow the steps of Brother Yanshi and move forward with determination. 🫡🫡
- **郑毅小迷弟 · 2026-07-01T11:39:21.000Z · 👍 3**: SanDisk's market cap is first seen at 3 trillion.
  - **昆仑山岩石** (2026-07-01T11:41:18.000Z): The 3 trillion mark will definitely be reached, but which year is unknown, certainly not this year.
  - **三思又三思** (2026-07-01T11:41:18.000Z): ?? Do you know how much it is now?
  - **巨力哥** (2026-07-01T12:03:46.000Z): Are you serious? StockPro shouldn't say such unrealistic things, right?😂
- **不奋东西 · 2026-07-01T11:36:32.000Z**: That's amazing! 200% and 100%!Still, we must keep it in mind!
  - **白桃酥** (2026-07-01T12:19:06.000Z): I'm a die-hard fan, it's almost 1000% already
  - **不奋东西** (2026-07-01T12:20:48.000Z): Congratulations! I lost it all myself in June.
  - **炒美股养家666** (2026-07-01T12:23:42.000Z): Impressive, how much did you buy back then?
- **我是新来的 · 2026-07-01T11:35:32.000Z**: Bro, you also buy A-shares?
- **stop-selling · 2026-07-01T11:33:48.000Z · 👍 2**: How did Brother Kun do it? Was it through buying options or directly holding the underlying stock? I'm sincerely asking for advice.
  - **昆仑山岩石** (2026-07-01T11:35:44.000Z): Common stock
  - **stop-selling** (2026-07-01T11:36:07.000Z): I've learned something new.
- **——- · 2026-07-01T11:31:59.000Z**: Personally, I think SanDisk has far more potential than Micron. I feel so dumb for switching my position to Micron 😂
  - **昆仑山岩石** (2026-07-01T11:38:35.000Z): First choice: SanDisk
  - **先上车** (2026-07-01T12:43:29.000Z): Is it because SanDisk has a smaller market cap and is easier to manipulate?
- **一起赚票票的Leo · 2026-07-01T11:31:38.000Z**: See it reaching 4000 this year?
- **漫漫回本录 · 2026-07-01T11:30:11.000Z**: Persevere to the end, and that is freedom!
  - **。江锋** (2026-07-01T11:31:02.000Z): 抢我头像🤬 兄弟
  - **帆的理想乡** (2026-07-01T12:13:02.000Z): Brother Rock, can you evaluate and compare SK hynix? SK hynix will soon be available for purchase on the US stock market.
  - **杨杨～** (2026-07-01T12:16:54.000Z): SK hynix's origins are not pure, Korean nationality😂
- **。江锋 · 2026-07-01T11:30:01.000Z**: Bro Rock is here for a massage again~ 👍