---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42816452.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US) interest groups manage expectations to harvest retail investors. Optimistic expectations make people believe that storage and semiconductors reaching this level is based on reality. Pessimistic expectations lead people to think an AI explosion is imminent, which is a ghost story. In three months, six months, or a year, hardware will continue to be in short supply, and AI and semiconductors will resume their previous upward trends. However, the retail investors cut during this process and the accounts wiped out can never recover. I only traded options once and never again, yet this time I also suffered heavy losses. Fortunately, my foundation wasn't damaged; risk control and profitability are the two most important elements. I feel very sorry for the Koreans $XL2CSOPSMSN(07747.HK)$XL2CSOPHYNIX(07709.HK)$SK Hynix(SKHY.US). Actually, whether it's storage or chips, the fundamentals haven't changed; even AI large models are starting to generate profits. However, those who got margin-called, or even those who restarted their accounts, can never go back. Regarding $Oracle(ORCL.US)'s "bone-dissolving text," expenses, debt, and continuously depreciating infrastructure hardware will drag down its operations. The stock price at $60-80 just lacks a deep squat, and if cash flow breaks, it will be even more severe. Cash flow might be generated when infrastructure centers start production in '28-'30, but it may not cover costs and returns. It's hard to return to the $200-300 price range. But I still consistently bullish on $SpaceX(SPCX.US)$Proshares UltraPro QQQ(TQQQ.US)"
datetime: "2026-07-21T01:04:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42816452.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42816452.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42816452.md)
author: "[超级无敌大牛子](https://longbridge.com/en/profiles/11392570.md)"
---

# $Micron Tech(MU.US)$Sandisk(SNDK.US) interest grou…


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## Comments (1)

- **limit · 2026-07-21T02:16:30.000Z**: SPX can also be brought up for discussion