---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42594717.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US) The trend is bullish!Good weekend, everyone! I see many investors in the community busy every day worrying about the so-called big issues like the Federal Reserve, the Strait of Hormuz, and big tech spending. Many are also accustomed to short-term leveraged trading, chasing rallies and selling off, or trying to predict tops and bottoms, while ignoring the most critical strategic issues like AI development trends. Many people have failed to make money in this year's unprecedented AI industry chain uptrend, so I can't help but say a few more words.We are fortunate to be in the early stages of the AI era. AI is the last industrial revolution in human history that we can imagine. AI will completely liberate productivity. In plain language, in the future, no one will have to do manual labor anymore. That ideal human society on the eastern shore of the Pacific is almost here, and its significance far exceeds any previous industrial revolution in history.Current AI is still built on silicon-based technology, which is chips. Chips are currently an insurmountable hurdle in the AI era. Linearly growing production capacity cannot meet the demand that grows parabolically. CPUs, GPUs, and any xPUs are relatively mature in their development stages due to their long early development periods. The biggest bottlenecks currently are memory chips and optical interconnects. AI computing power demands are driving continuous advancements in chip technology and manufacturing processes. From materials to equipment to foundry (wafer, packaging) to chips to application products, these technical paths are very clear./In the stock market, everyone is here to make money. If people are still obsessed with looking back at the cyclical nature of past consumer electronics, they may be blinded and unable to see the future. You may already regret missing this year's AI infrastructure bull market, especially missing SanDisk. My articles from December 21st last year and New Year's Day this year said SanDisk's target this year is above $700 (my actual calculation was above $1000, discounted by 30% because I was afraid people would say I'm crazy). Moreover, it was the top gainer in the S&P 500 for two consecutive quarters, making history. At that time, the stock price had already risen nearly 6 times in a few months. Some said it would fall back to $50. This is the difference between your eyes seeing the past or the future./In US stocks, the forward P/E ratio for SanDisk and Micron Technology for the 2026 calendar year is now around 10x, far lower than other stocks in the industry chain. From a valuation perspective, I wouldn't buy any other stock. I only do what I see as the most certain. The same goes for A-shares. Because the safety margin is thick enough, I don't consider selling a single share of SanDisk stock before the end of next year. At most, I'll hedge through option swing trading. My view is that in the US stock S&P 500 over the next year, SanDisk will be first, Micron Technology second, and then the others...The above is just a personal opinion and should not be used as an investment basis. I also do not accept rebuttals.Wishing everyone good luck and prosperity!"
datetime: "2026-07-11T04:00:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42594717.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42594717.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42594717.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 (36)

- **diamond man · 2026-07-13T08:52:03.000Z**: There's a big influencer or investor in China who's hyping up ChangXin, but his reasons, in my view, just don't hold up. It feels like he's being malicious.
  - **昆仑山岩石** (2026-07-13T10:06:39.000Z): ChangXin Memory Technologies is great! I'm also bullish on it.
- **blue whale · 2026-07-12T15:55:00.000Z**: Bro Rock, storage chips are so expensive now, which major manufacturers would spend that much money on this and still make a profit?
  - **昆仑山岩石** (2026-07-13T10:07:06.000Z): You're overthinking it
- **李大霄 · 2026-07-12T13:22:08.000Z**: Well written👏
- **昆仑山岩石 · 2026-07-12T04:34:22.000Z · 👍 3**: $Sandisk(SNDK.US)$Micron Tech(MU.US)Hello everyone!Let me add a few more points:1. Whether it's the wolf or the ghost, it's always a story told by Wall Street. Institutions, investment banks, and the media are the direct source of manufacturing these stories.2. The essence of this round of overall a
  - **奔快的溪流** (2026-07-12T05:39:29.000Z): Long-term vision! Profound insights, a true talent!
- **逢田梨香子 · 2026-07-12T00:24:58.000Z**: I've already changed my habit, holding for the medium term and not doing short-term operations anymore. I slowly added to my position after losing money for over a week, broke even in three days, and will continue holding from now on.
- **Milkshake · 2026-07-11T18:09:50.000Z**: Is A-shares also bullish on related storage stocks (compared to others)?
- **昆仑山岩石 · 2026-07-11T13:51:01.000Z · 👍 2**: I am bullish on Musk, and I also believe that Tesla reaching a $10 trillion market cap in ten years is no problem. It's just that AI infrastructure is too hot right now, so let's make enough quick money in storage first before buying Tesla!
  - **冷静沉着** (2026-07-12T02:41:09.000Z): Just like me, learning from StockPro, most of my capital is in SanDisk, investing regularly using the monthly Tesla purchase method
- **nnnnhai · 2026-07-11T12:40:57.000Z**: A few days ago, I did a small day trade, but accidentally sold too much! So pissed, I need to buy it back quickly!
- **茉丽 · 2026-07-11T10:28:43.000Z**: Another account bought positions in SanDisk and Google of similar size.
- **昆仑山岩石 · 2026-07-11T09:20:52.000Z · 👍 7**: To respond uniformly: Regarding SK Hynix and Micron Technology, many people are accustomed to comparing P/E ratios while overlooking that they are not companies from the same country. SK Hynix is indeed a good stock, but it's not a U.S. stock. After the ADR is listed, it will have correlation effect
  - **diamond man** (2026-07-13T08:50:09.000Z): Now it's about cutting the feudal lords in sk
- **阿二每天都要开心呀 · 2026-07-11T08:45:54.000Z · 👍 2**: Rare to see such a StockPro, a truly good person with a conscience.
- **禁止賭博！ · 2026-07-11T08:09:14.000Z**: Boss, any recommendations for optical communications?
  - **昆仑山岩石** (2026-07-11T10:28:00.000Z): If you ask me, there isn't any.
- **帆的理想乡 · 2026-07-11T07:55:50.000Z**: Bro Rock, can you say a few words about SK Hynix?
- **我是新来的 · 2026-07-11T07:14:12.000Z · 👍 2**: Bro, still working so hard on the weekend, what a saint
- **光辉万丈 · 2026-07-11T06:57:07.000Z · 👍 1**: Support StockPro Rock! 🌹🌹 Hold on to quality targets 👍📈👍📈
- **只用富一次 · 2026-07-11T06:08:30.000Z**: Is SK Hynix also not as good as Micron? After all, SK Hynix has a higher market share in HBM. Previously it was unavailable, but now it's also listed in the US stock market.
  - **Melody_q9Io19** (2026-07-11T06:11:20.000Z): The future belongs to hbf
- **西谷 · 2026-07-11T05:27:11.000Z**: Does Brother Kunlun only hold Micron and SanDisk?
  - **昆仑山岩石** (2026-07-11T05:40:20.000Z): SanDisk, second to Micron Technology
- **Chen17呀 · 2026-07-11T05:26:35.000Z**: Brother Rock, I'd like to ask for your opinion. How do you view the market's concern that the slowdown in cloud providers' capital expenditure growth might lead to them having less money to pay for the sharply rising storage prices in the future? Thanks 🥹
  - **昆仑山岩石** (2026-07-11T05:39:34.000Z): No matter which major company goes bankrupt, it won't affect the development of AI. Please read the article I wrote above carefully.For example, in a marathon, there will always be those who fall from
  - **Chen17呀** (2026-07-11T05:47:38.000Z): Okay, okay, got it, thanks bro
  - **昆仑山岩石** (2026-07-11T05:53:18.000Z): When I was a child, rice was 0.139 yuan per jin, now it's 2 yuan to 300 yuan per jin. Even if Wuchang rice at 13.9 yuan per jin has increased 100 times, will you stop eating rice in the future?
- **小糊涂仙。 · 2026-07-11T05:06:26.000Z · 👍 1**: SanDisk's advantage is its small market cap, which leaves room for imagination regarding its yield. Otherwise, it would be more stable to directly buy SK Hynix.
  - **昆仑山岩石** (2026-07-11T05:25:31.000Z): You have your point, but I clearly disagree with your view. From last year to now, my view has already been proven. In another year, SK Hynix will still not rise more than SanDisk. I've told you the r
  - **Melody_q9Io19** (2026-07-11T05:54:36.000Z): HBF will debut at the end of the year and take off immediately
- **奔快的溪流 · 2026-07-11T04:16:36.000Z · 👍 1**: Good afternoon, Brother Rock! After listening to your analysis, it's truly like hearing celestial music that clears the ears🫡