--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42598275.md" description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)Hello everyone!A few additional points:1. Whether it's the wolf or the ghost, it's a story Wall Street has been telling all along. Institutions, investment banks, and the media are the direct sources of these stories.2. The essence of this round of overall adjustment in the semiconductor sector is that it rose too much. The adjustment is almost done in terms of magnitude, but the technical pattern needs repair, and industry fundamentals are positive.3. Currently, AI infrastructure spending by major US companies is still accelerating. There is no logic that storage demand peaks just because some major company's capital expenditure growth slows down in the future. This is a false proposition; don't be brainwashed, ignoring that the western Pacific side still needs to increase computing power. Future demand from Musk's companies includes computing power and physical AI, and global physical AI, etc., will create huge new demand for storage.4. The market share figures for the two major domestic players are fake numbers fabricated by the media and related institutions. Their capacity and technological level cannot have a substantial impact on AI storage within 5 years. Domestic storage chip companies have an opportunity to increase their international share in the mid-to-low-end market. The numbers and viewpoints captured in AI articles mostly come from the media and investment banks and are not credible. Everyone needs to learn to discern.5. The storage shortage is long-term. There is simply no logic that the short-term gap will be alleviated by 2028 with new capacity. Those talking about cycles and relief by 2028 are investment banks and the media. No storage original equipment manufacturer (OEM) or major company has said it will ease, including Jensen Huang and Musk. The scramble for storage by major companies is not fiction. Are the three major storage OEMs preparing astronomical capital expenditures to wage a price war? Are they stupid?!" datetime: "2026-07-12T04:34:22.000Z" locales: - [en](https://longbridge.com/en/topics/42598275.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42598275.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42598275.md) author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)" --- # $Sandisk(SNDK.US)$Micron Tech(MU.US)Hello everyone… ### Related Stocks - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) ## Comments (21) - **小菜花56717 · 2026-07-15T17:17:46.000Z**: Dear Brother Yan, I was massaged too hard, I need comfort and a hug. - **seiren · 2026-07-13T07:53:51.000Z**: Overall, I agree with the original poster's long-term bullish core logic on storage. The demand increment brought by diverse AI scenarios is real and substantial. However, medium-term variables such as the release of production capacity in 2028 and changes in cloud provider expenditures cannot be co - **昆仑山岩石** (2026-07-14T01:23:22.000Z): If you care too much about short-term ghost stories and market sentiment fluctuations, you are destined not to make big money in the stock market. A drop shatters your faith, a rise triggers FOMO to c - **闪迪 · 2026-07-13T03:10:23.000Z · 👍 1**: Why is SK hynix (the Korean stock) still plummeting? Is it a margin call crash? - **跟顾神反着买 · 2026-07-12T09:02:10.000Z · 👍 1**: Actually, you can calculate the match between the expansion scale and demand. After 2028, the gap could be even bigger. - **昆仑山岩石** (2026-07-12T12:53:15.000Z): That's what I think. The gap between the explosive growth of physical AI and domestic AI computing power, which is more than 100 times, needs to be filled. The additional capacity in 2028 won't be nea - **A、炒股养家** (2026-07-12T14:18:32.000Z): What you're profiting from now is my financial independence goal😭 - **跟顾神反着买** (2026-07-13T00:21:52.000Z): Demand is growing by tens of times, but capacity expansion is only increasing by 20-30%. - **dahuang707 · 2026-07-12T08:43:33.000Z**: Impressive, SanDisk and other storage stocks are also heavily weighted positions, we'll see by the end of the year. - **阳光哇 · 2026-07-12T08:24:39.000Z**: Bullish - **西谷 · 2026-07-12T05:40:29.000Z**: Is Brother Yan only holding Micron and SanDisk - **TD2008** (2026-07-13T10:59:39.000Z): Same question, can I copy the homework? - **梦想：打开账户天天笑 · 2026-07-12T04:51:55.000Z**: What does "morphology needs to be fixed" mean? - **by不甜** (2026-07-12T09:19:46.000Z): It's rising too fast, the slope is too steep, waiting for the moving average to catch up - **李大霄** (2026-07-13T00:35:30.000Z): It's like climbing stairs, you can't just set up a ninety-degree one - **Anna866 · 2026-07-12T04:46:55.000Z · 👍 1**: Trust Brother Yanshi, I'm holding 😁 - **TD2008** (2026-07-13T11:00:06.000Z): I watched the video, is that your sister? - **光辉万丈 · 2026-07-12T04:44:38.000Z · 👍 2**: Rock StockPro is truly a living bodhisattva 🙏🙏🙏😇😇😇 - **Melody_q9Io19 · 2026-07-12T04:37:49.000Z**: The next one to multiply by tens of times, or SanDisk, no need to guess which stock it is. - **diamond man** (2026-07-13T08:42:01.000Z): SANDISK has already risen by dozens of times, but it's highly possible to rise another 2-3 times.