---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43098234.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US)$SK Hynix(SKHY.US) Unfollowed all storage and optical module stocks with one click. The gambling nature is too strong, it's too easy to get carried away. At any time, preserving capital and staying in the game are the top priorities!The reason storage is a cyclical stock is that once capacity expands, involution (intense competition) sets in, causing prices and profits to slide. AI has expanded demand and lengthened the cycle, but essentially, it remains the same! The difference between the Magnificent Seven and storage is that increased capital expenditure deepens the moat!"
datetime: "2026-07-31T00:31:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43098234.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43098234.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43098234.md)
author: "[做时间的朋友 520](https://longbridge.com/en/profiles/18822385.md)"
---

# $Micron Tech(MU.US)$Sandisk(SNDK.US)$SK Hynix(SKHY…


### Related Stocks

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

## Comments (60)

- **闯荡美利坚 · 2026-07-31T08:26:47.000Z**: I understand the concept of a moat is enduring, which means it can be held for a long term
  - **做时间的朋友 520** (2026-07-31T08:30:47.000Z): I think Samsung, Micron, and SK Hynix fit the criteria. You can check the K-line; it's generally trending upward with volatility. However, cyclical stocks are particularly volatile, and ordinary inves
  - **做时间的朋友 520** (2026-07-31T10:01:21.000Z): I'm considering shifting my Netflix long position to Apple, as it has a deeper moat, stronger certainty, and also serves as a hedge. I hope it drops more 🤭🤭🤭
  - **闯荡美利坚** (2026-07-31T10:58:41.000Z): Should I transfer Netflix now?
- **闯荡美利坚 · 2026-07-31T01:13:34.000Z**: Haha, run when you make money
  - **做时间的朋友 520** (2026-07-31T01:17:06.000Z): Running fast is always trouble-free 😁
  - **做时间的朋友 520** (2026-07-31T01:17:21.000Z): Sell too early, profit forever😉
  - **闯荡美利坚** (2026-07-31T01:30:27.000Z): dram I still got about half of my profits swallowed 😂
- **价值滑头 · 2026-07-31T00:34:42.000Z · 👍 1**: Wrong thinking, falling into the pit of avoiding pain. Value investors are evading this issue, handing over the initiative to others.
  - **做时间的朋友 520** (2026-07-31T00:41:46.000Z): That would be a mistake. It's subjective, but let me correct one point: I cleared my position in storage during the first rebound from the drop. I was completely unscathed by this major crash, as my m
  - **做时间的朋友 520** (2026-07-31T00:42:37.000Z): As long as those of you who stay get rich, that's fine
  - **价值滑头** (2026-07-31T00:51:01.000Z): Lucky