---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43442383.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)Bros, remember not to keep shouting "storage is king" anymore, and don't go provoking hatred in other sectors.For the new version of storage, we've changed the slogan to five characters: No shooting! 🌚We'll just sneakily make a little bit, and avoid another scenario of overcrowding where institutions detect overheated sentiment. 🌚─=≡Σ(((つ•̀ω•́) つNext up is NVIDIA's earnings report, the grandmaster of AI. Brother Da has always lit the way for the little brothers, so there might be positive news for storage and optical hardware.Then comes the shareholder return plan promised by SK Hynix at the end of September. SanDisk has taken the lead in pointing out the direction for shareholder returns, so I believe Hynix will follow this path, which should also benefit storage.Storage companies are currently able to maintain high profits over the long term and have signed long-term agreements to extend storage cycles. Coupled with the good example set by SanDisk and Micron in returning value to shareholders through buybacks and cancellations, plus the massive bond issuance exceeding one trillion USD by cloud providers in 2027 for CAPEX spending, the exacerbation of supply-demand imbalance makes this the year most lacking in storage. Holding physical shares remains the meta of the current version; at least for this season, it's still the ultimate answer. Personal humble opinion, please don't flame if you disagree. 🌚"
datetime: "2026-08-17T16:14:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43442383.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43442383.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43442383.md)
author: "[陆羽鸿渐](https://longbridge.com/en/profiles/13552510.md)"
generator: "portal-rs"
---

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


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## Comments (16)

- **陆羽鸿渐 · 2026-08-19T08:03:08.000Z**: The long-awaited SK Hynix buyback plan has finally been unveiled, which could stabilize the memory sector. The next key event is waiting for NVIDIA's earnings report. As the biggest backer of the memory industry, 'Brother Da' has always been generous to his smaller peers. Hopefully, some good news w
- **投资小达人 · 2026-08-18T06:46:12.000Z**: No shooting! By the way, can you still trade on Longbridge now?
  - **坐等个股起飞** (2026-08-18T06:46:51.000Z): That works, use a 🪜 or buy a HK SIM card
- **小白和狗 · 2026-08-18T02:11:20.000Z · 👍 1**: Mask Bro just finished speaking
- **小韭菜跑得快 · 2026-08-18T02:11:00.000Z**: Are you a believer in 'No Leak'? 😂😂
- **道可道99 · 2026-08-17T23:18:18.000Z · 👍 1**: You are a fan of Mask Brother 🥹
  - **陆羽鸿渐** (2026-08-18T01:45:45.000Z): Haha, scrolling every day 🌚
- **Vera Rubin · 2026-08-17T16:26:04.000Z · 👍 1**: This US stock has been top 1 for two consecutive days, can't the institutions see it? 😂😂
  - **陆羽鸿渐** (2026-08-17T17:03:23.000Z): Haha, just kidding. Micron had already replaced Tesla to become the #1 stock in US market trading volume before. However, as long as retail investors and other sectors don't rush in, it probably won't
  - **满仓spcx等暴涨** (2026-08-17T17:16:37.000Z): LMAO
  - **陆羽鸿渐** (2026-08-17T17:30:50.000Z): The short side is stepping in, helping to cool down the overheated sentiment instead of letting it keep rising; a wave-like slow climb is the healthy way up ✯◡✯✌️. From this perspective, shorts can be


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**