---
title: "AI Frontier 2026｜Amid Geopolitical Conflicts, Are Optical Communications, Storage, CPUs, and Semiconductors Still Worth Buying?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39540756.md"
description: "Bros, $NVIDIA(NVDA.US) is still falling so much today! I get trapped every time I enter, and $Tesla(TSLA.US) too, I missed the rally. All in all, the night market opens tonight, $Tesla(TSLA.US) is going strong, and $NIO Inc(NIO.US) has stabilized at 55. That's all, just spill the tea and watch the show."
datetime: "2026-03-26T09:08:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39540756.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39540756.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39540756.md)
author: "[说财经](https://longbridge.com/en/profiles/8322226.md)"
---

# AI Frontier 2026｜Amid Geopolitical Conflicts, Are Optical Communications, Storage, CPUs, and Semiconductors Still Worth Buying?



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