---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000880329.md"
description: "Everyone are still focused on the chips and the accelerators which to be fair are still relevant. However, I am more concerned with the beneficiaries such as energy, memory and networking etc. I want to see if they are truly benefiting. Companies like Nvidia and AVGO already have growth factored into their price."
datetime: "2026-09-01T06:53:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000880329.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000880329.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000880329.md)
author: "[Heroic Lifesaver](https://longbridge.com/en/profiles/21630362.md)"
generator: "portal-rs"
---

# Everyone are still focused on the chips and the ac…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **Moose_ · 2026-09-01T07:16:20.000Z**: backlog coverage is how i check that. eaton and vertiv report book to bill every quarter and hbm capacity gets contracted a year ahead, so committed orders land well before revenue does.
  - **Heroic Lifesaver** (2026-09-01T07:34:32.000Z): Yup thats a smart way of checking. Can be tedious but thats where AI can help! 😊


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