--- title: "With the AI capex ROI question pressuring the already overvalued stocks, the storage sector narrativ" description: "With the AI capex ROI question pressuring the already overvalued stocks, the storage sector narrative looks to be another hook to entice the retail funds rotating out to FOMO this new narrative. With " type: "topic" locale: "en" url: "https://longbridge.com/en/topics/100000000469924.md" published_at: "2026-02-13T05:12:25.000Z" author: "[LazyCat](https://longbridge.com/en/profiles/16872684)" --- # With the AI capex ROI question pressuring the already overvalued stocks, the storage sector narrativ With the AI capex ROI question pressuring the already overvalued stocks, the storage sector narrative looks to be another hook to entice the retail funds rotating out to FOMO this new narrative. With the monster banging on differents walls at different or same time, some retail folks will soon make a misstep and succumbed to its jaw. Beware and be safe, don't FOMO blindly and don't be greedy. ### Related Stocks - [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md) - [ORCL-D.US - ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D](https://longbridge.com/en/quote/ORCL-D.US.md) - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) - [OpenAI.NA - OpenAI](https://longbridge.com/en/quote/OpenAI.NA.md) - [PLTR.US - Palantir Tech](https://longbridge.com/en/quote/PLTR.US.md) - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) - [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md) - [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md) - [APP.US - AppLovin](https://longbridge.com/en/quote/APP.US.md) --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.