---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39992528.md"
description: "The current market focus is still on AI infrastructure, revolving around related themes. Based on the massive capital expenditures by North American giants, we analyze the value of AI infrastructure, the dividends of various modules, and technological advancements to select different companies. The simultaneous increase in volume and price driven by related materials, modules, business, and production capacity is used to elevate company valuations. The certainty in this area is greater than in other sectors.Based on GPU interconnectivity, there's the scale-up and scale-out of optical modules, and the simultaneous increase in volume and price of hollow-core optical fiber based on transmission rates. Based on data storage, DRAM, HBM, and NAND are driving simultaneous increases in volume and price. We are currently in a cycle of undersupply, with most capacity expansion cycles lasting two years or more. The main contradictions remain the memory wall, power wall, and transmission wall. The positioning and value of related targets within the ecosystem determine their valuation. Currently, we are looking forward to Google's conference next week to see if it will bring advancements in memory pools and groundbreaking applications for all-optical switching. We are currently seeing some bearish views on the market, but if full marks are 10, I feel the infrastructure wave has only reached a level of 3-4. The giants' spending is still increasing, and suppliers are still expanding production. Continuously monitoring the capital expenditures and financial status of cloud giants ensures an unbeatable position."
datetime: "2026-04-17T09:34:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39992528.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39992528.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39992528.md)
author: "[洒家特地来赚刀乐](https://longbridge.com/en/profiles/20134100.md)"
---

# The current market focus is still on AI infrastruc…


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## Comments (7)

- **Mr sen · 2026-04-17T10:25:14.000Z · 👍 1**: Currently, the stock prices of Ai's Guang and Cun are both very high. I don't have an early position in Guang. Would it be safer to wait for a pullback?
  - **洒家特地来赚刀乐** (2026-04-17T10:28:34.000Z): It's hard to say in the short term, and it's also difficult to predict, but the sell-off chips from the deep dive from March to the beginning of the month have all been taken away. It's hard to see a 
  - **Mr sen** (2026-04-17T10:32:19.000Z): Operate less, hold the stocks and wait for them to rise, come on!
- **先套资本 · 2026-04-17T09:59:49.000Z · 👍 1**: That means we have to keep standing in the light and in the money. Can't just stand there, leave it there?
  - **洒家特地来赚刀乐** (2026-04-17T10:04:27.000Z): Yes, capital expenditures are still increasing, the wind continues to blow. We need to seize targets with high certainty and those with large expectation gaps. Many companies' performance hasn't been 
  - **洒家特地来赚刀乐** (2026-04-17T10:06:54.000Z): Also focus on Ai power, gas turbines, etc., ocs optical interconnect technology progress, and technologies like cpo and xpo that enhance optical interconnect capabilities bring immeasurable value enha
  - **先套资本** (2026-04-17T10:12:05.000Z): Strong! Boss. Now it's just waiting, then starting a new round of buy, buy, buy! Chill, chill, chill! Sell, sell, sell!