---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40272898.md"
description: "Conservative estimate 1200, optimistic estimate 1500, beyond that it's unclear. It needs to be measured by combining the expansion plans of peers in the next few quarters and the capital expenditure plans of the giants.Based on past carbon-based cycles, the peak of the sector occurs 3-8 months before the aforementioned fundamental changes, happening every three to five years. But this is the first silicon-based cycle, and no one can say for sure if it will last longer.Let's take it one step at a time. At least the financial reports given by several peers are very strong. Let's enjoy the process for now 😄"
datetime: "2026-04-29T00:49:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40272898.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40272898.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40272898.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

# Conservative estimate 1200, optimistic estimate 15…


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## Comments (20)

- **豆条 · 2026-04-29T03:59:38.000Z**: I bought it too, sold it at the close 🥶🥶🥶
- **阳光哇 · 2026-04-29T03:05:30.000Z**: How much do you think Micron is worth?
- **樾然的交易员 · 2026-04-29T01:29:09.000Z · 👍 3**: In the short term, it still seems necessary to look at the capital expenditures of the giants. The silicon-based transmission ultimately comes down to people, but AI demand has a multiplier effect, consuming more computing power per unit of work. Although in the long run there are still computing po
- **山顶交易员 · 2026-04-29T01:05:06.000Z**: 🌝🌝Bought into 998 again yesterday.
- **此事必成 · 2026-04-29T01:02:59.000Z**: Mainly worried that the cycle has peaked and there will be a significant correction, but now it's not like before—it's the AI era, which is very contradictory.
  - **京城Z先生** (2026-04-29T01:05:39.000Z): If you're worried, sell. Taking profits at any time is the right move.
  - **此事必成** (2026-04-29T01:07:44.000Z): Nothing wrong, but Z, I'm one of those who didn't get in. I've always stuck to the principle of not touching what I don't understand, just watching storage rise. Now I have an idea, but I'm still hesi
  - **京城Z先生** (2026-04-29T01:09:44.000Z): Does the stock price suddenly make sense just because it rose? 🌚
- **光辉万丈 · 2026-04-29T01:02:32.000Z**: Two gentlemen, the Longbridge Duo🌹🌹👍👍
  - **京城Z先生** (2026-04-29T01:04:50.000Z): It's the sector being in an upcycle, not because we hyped it up. Everyone should do more research on fundamentals when investing. Every sector will go through peaks and troughs.
  - **光辉万丈** (2026-04-29T01:10:34.000Z): I'll just study these two gentlemen. That's enough😀😃
  - **光辉万丈** (2026-04-29T01:12:08.000Z): To put it without exaggeration, every statement and stance from the two of you is like a gospel.
- **你还年轻，三千万不够 · 2026-04-29T00:52:24.000Z**: Didn't expect it could still surge
  - **京城Z先生** (2026-04-29T00:53:31.000Z): Why is it a surge rather than a value regression?