---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43146977.md"
description: "Recent views from memory original manufacturer storage experts (Repost)Regarding views on storage, industry veterans, investment institutions, and financial bloggers have different opinions. Whose view are you more willing to trust?The long article doesn't display when posted, so I can only post images...$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)"
datetime: "2026-08-03T04:12:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43146977.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43146977.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43146977.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

# Recent views from memory original manufacturer sto…


### Related Stocks

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

## Comments (6)

- **有光的地方必有阴影 · 2026-08-03T04:21:12.000Z · 👍 1**: I remember back when I switched from SanDisk to Micron a while ago, I often saw your views in the comments section. Currently, there are two prevailing narratives: The first is that Wall Street is bottom-fishing (with two justifications: one being the short squeeze, and the other being that this dow
- **保住本金慢慢复利 · 2026-08-03T04:17:59.000Z**: Stock prices lead reality; it's all about trading expectations, but I'm not sure where those expectations have already been overdrawn to right now 😂
  - **樾然的交易员** (2026-08-03T04:35:00.000Z): If there's no volatility, how does Sister Hua make money? Storage and semiconductors are the hottest tracks in AI. Even ignoring fundamentals, they'll likely be hyped for a few more years. Pumps turn 
  - **帕累托消失了** (2026-08-03T04:40:22.000Z): Have you ever seen a stock with a forward PE of 4.5, yet still claim it's trading on expectations?
  - **Luka Wu** (2026-08-03T05:11:09.000Z): Is Sister Hua from Wall Street?