Believe in the power of time, believe that truly valuable stocks will gradually reflect their real value in their stock price. In the future, AI inference NAND enterprise-grade flash memory, HBF is exactly what SanDisk excels at, a uniquely good company in the world, continuing to rise healthily 💪

Good morning, SanDisk buddies!On the highly anticipated night of SpaceX's listing, SanDisk quietly reached $2000. The SanDisk community was as calm as a clear lake, with only occasional ripples caused by a few stirrings of life...In the first half of the year, SanDisk and Micron Technology have made it this far amidst all the noise. With institutional investors heavily overweighting it, SanDisk's trading turnover has gradually narrowed, and its stock price has entered a healthy upward channel. The market's debate over memory chips is getting quieter, consensus is gathering, and valuations are rising. We look forward to seeing SanDisk's stock price reach $4000-$5000 in half a year based on Morgan Stanley's valuation logic...!AI is a technological and industrial revolution that will change the course of human history. It has just entered the acceleration phase, and its development speed will only get faster. Look forward, don't look back, and don't get off the train!Wishing everyone a happy weekend!

$Sandisk(SNDK.US)$Micron Tech(MU.US) trend bullish!Hello everyone!In recent trading sessions, the U.S. stock semiconductor sector has experienced severe volatility. Over the past two months, AI industry chain stocks have seen massive gains followed by significant adjustments. My personal view is mainly that this sector has risen too much recently. Marvell and Dell experiencing daily gains of over 30% is like the final frenzy—pigs are flying. Coupled with the upcoming SpaceX listing and the June 18 triple witching day, market adjustments are a normal phenomenon. Short-term valuation corrections are beneficial for later-stage growth.SanDisk and Micron Technology adjusting with the sector is also beneficial for future price increases. The difference between the memory chip sector and other AI infrastructure industry chain stocks is that it has the lowest valuation and the best growth potential, already becoming a scarce strategic resource in the AI era. The AI computing power on the Pacific's west coast is two orders of magnitude behind the east coast. Large-scale computing infrastructure deployment has already begun, and demand for AI memory chips will surge starting in the second half of the year. Price increases across the entire memory industry and supply chain have fully transmitted. NORFLASH prices rose about 50% quarter-over-quarter in Q2, with automotive-grade prices up 100%.For SanDisk and Micron Technology, I have always advocated holding the underlying shares for the medium to long term, which provides peace of mind and allows for restful sleep. Even with short-term severe volatility, as long as the broader market stabilizes, recovery will be swift. The upward trend in stock prices will not change. I hope everyone can get through this phase and make money and get rich!

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恐高是一种深入骨髓的穷人病，长期坚持做时间做价值的伙伴，Hold～

Micron Tech shareholders reached 1000K HKD