---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39197327.md"
description: "Prize Contest｜GTC + OFC, two global top-tier tech conferences are held in succession, which stock will benefit the most?- GTC Conference (3.16-3.19): Hosted by NVIDIA, the "Olympics" of AI and accelerated computing. Jensen Huang will unveil the next-generation chip, affecting the entire computing power supply chain.- OFC Conference (3.15-3.19): The "World Expo" of the optical communications field, focusing on 1.6T optical modules and CPO technology, which determines the transmission efficiency of the "neural network" in AI data centers.Catalyzed by the combination of "tech conferences + industry expectations," which of the following stocks' share prices will benefit the most next week? Successful prediction will be rewarded with 500 Task Coins!$NVIDIA(NVDA.US): The absolute core of GTC. Jensen Huang has previewed the release of a "world-unseen" new chip and reached a multi-year strategic cooperation with Meta, providing millions of GPUs for Meta's data centers.$Intel(INTC.US): A traditional chip giant. The GTC conference will focus on signals of upgrades to its Gaudi AI accelerators and Xeon CPUs, and how it will cope with the competitive pressure brought by the NVIDIA+Meta partnership.$AMD(AMD.US): NVIDIA's main competitor. The focus is on the performance of the MI455X high-memory GPU and the fulfillment of Meta's multi-billion-dollar AI chip orders.$Sandisk(SNDK.US): The hottest stock in the storage sector. It has already risen 160% year-to-date. Can it hit new highs influenced by the conferences?$Micron Tech(MU.US): A leader in the storage industry. Benefiting from the dual drivers of GTC's computing power expansion and OFC's data center optical interconnectivity, its trend is steady.$Lumentum(LITE.US): A key optical module company. NVIDIA announced a strategic partnership with it, investing $2 billion and committing to billions of dollars in procurement.$Coherent Corp.(COHR.US): Covers the entire optical communication chain. NVIDIA invested $2 billion in it. The OFC conference focuses on its 1.6T/3.2T optical module upgrade demand.$Corning(GLW.US): An optical fiber materials platform. Meta has signed a long-term $6 billion optical fiber supply agreement with it. AI computing power is driving a surge in fiber demand.$Applied Optoelectronics(AAOI.US): A stock in the optical communications field. Driven by positive news during the OFC conference, it has significant volatility potential."
datetime: "2026-03-11T09:31:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39197327.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39197327.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39197327.md)
author: "[带货整活的桥叔](https://longbridge.com/en/profiles/8915548.md)"
---

# Prize Contest｜GTC + OFC, two global top-tier tech …


### Related Stocks

- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)

## Comments (30)

- **抱着善泽打豆豆 · 2026-03-20T23:55:17.000Z**: Please also post which one it ends up being.
- **捡贝壳去咯 · 2026-03-17T01:00:29.000Z**: nvda
- **光辉万丈 · 2026-03-16T14:38:10.000Z**: From now on, I actually guessed it right—Cohr! Simply unbelievable
- **ＴＳＬ · 2026-03-16T11:48:47.000Z**: Dazi surged
- **MikaC · 2026-03-16T11:36:32.000Z**: Besides NVIDIA, all the others are just little brothers.
- **英健 · 2026-03-16T06:32:17.000Z**: $Coherent Corp.(COHR.US)
- **第一公民的交易员 · 2026-03-16T05:26:25.000Z**: I still think the memory opportunity is bigger.
- **c8smjh · 2026-03-16T03:12:13.000Z**: MU
- **TSM_L · 2026-03-15T23:38:16.000Z**: $Coherent Corp.(COHR.US)
- **Baimiyishu · 2026-03-15T19:06:33.000Z**: AMD
- **新用戶_7LZM8J · 2026-03-15T12:41:33.000Z**: Bullish on NVIDIA
- **西装暴徒hahaha · 2026-03-15T09:23:30.000Z**: NVD
- **西伯利亚的狼 · 2026-03-15T07:07:31.000Z**: NVIDIA
- **躺平者 · 2026-03-15T00:02:01.000Z**: NVIDIA, I guess!
- **虞山 · 2026-03-14T16:49:16.000Z**: I am bullish on NVIDIA. In the upcoming AI era, NVIDIA's AI chips are expected to be the primary beneficiary, which will drive the company's stock price into an upward trend.
- **哎呀呀哎呀呀 · 2026-03-14T02:34:33.000Z**: AMD
- **眞钰天晟 · 2026-03-14T01:57:43.000Z**: This week's highest weekly gain: Lumentum Holdings (LITE.US)Reason: The demand for AI optical modules is the most clear-cut industry trend at present. As a core supplier of optical components, LITE has a clear logic for simultaneous volume and price increases. Coupled with continuous institutional c
- **新用户_ci9ywe · 2026-03-14T00:02:20.000Z**: Bullish on NVIDIA
- **shadowko · 2026-03-13T23:17:39.000Z**: sndk
- **新用户_6wogyq · 2026-03-13T20:38:14.000Z**: NVIDIA