---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000869816.md"
description: "Earnings data won't be disappointing; disappointment is often driven by market fear. I believe the market has already priced this in with a pre-emptive drop, and volatility should ease significantly going forward. I expect moderate fluctuations rather than sharp swings. Upstream 'shovel' stocks may see gentle upside, so keep an eye on the optical module sector."
datetime: "2026-08-26T01:28:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000869816.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000869816.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000869816.md)
author: "[升烟](https://longbridge.com/en/profiles/27857975.md)"
generator: "portal-rs"
---

# Earnings data won't be disappointing; disappointme…


### Related Stocks

- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
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## Comments (1)

- **Aurelius · 2026-08-26T03:10:58.000Z · 👍 1**: been rotating into fabrinet instead of chasing the big one. less crowded, same capex cycle.


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