---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42209527.md"
description: "After looking around, it's basically believed that the overall market opening skidded was indeed due to Apple's price increase.However, as we know from our previous reposted article, maximizing token throughput is a quite cost-effective choice for cloud service providers and high-value commercial activities by improving storage performance.But consumer electronics are in trouble, and it's indeed very likely to curb demand. Typical toC consumer electronics companies, Apple, Xiaomi, will indeed have a hard time.However, the impact doesn't seem that significant for large platform companies. GOOGLE, MSFT, META, AMAZON, TSLA are the biggest investors in AI funds. We need to keep an eye on the CAPEX changes of these giant companies, as well as the revenue-generating capabilities of companies like OPENAI and Anthropic, and the token usage of large companies.$Intel(INTC.US) $Roundhill Memory ETF(DRAM.US)"
datetime: "2026-06-25T16:09:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42209527.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42209527.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42209527.md)
author: "[还差3800出圣者遗物](https://longbridge.com/en/profiles/16521391.md)"
---

# After looking around, it's basically believed that…


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## Comments (6)

- **路飞同学 · 2026-06-25T17:33:50.000Z**: Is there really no end to storage?
  - **还差3800出圣者遗物** (2026-06-25T17:38:40.000Z): Check out the content I reposted in my previous post, and you'll naturally have the answer.
  - **路飞同学** (2026-06-25T17:45:37.000Z): I also saw his remarks being posted in the group, holding SK hynix and thinking about using leverage to go long on the stock after its U.S. listing. Is a one-sided market not worth it?
  - **还差3800出圣者遗物** (2026-06-25T18:13:39.000Z): Of course, a one-way market favors 2x SK hynix, but 2x leverage is not as good as US stock option leverage, although options are also more difficult.Moreover, it cannot be a completely one-way market;
- **Asurada · 2026-06-25T17:01:50.000Z · 👍 2**: The market seems to have already started waiting for a signal of spending cuts or the application side being unable to cover its costs. Once any company releases this signal, the market will begin a significant correction.