---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42431648.md"
description: "Communication will outperform chips. Based on this prediction, reduce $NVIDIA(NVDA.US) and add $Lumentum(LITE.US)."
datetime: "2026-07-06T02:40:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42431648.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42431648.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42431648.md)
author: "[SSerpens](https://longbridge.com/en/profiles/14786379.md)"
generator: "portal-rs"
---

# Communication will outperform chips. Based on this…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)

## Comments (6)

- **vincent-lihao · 2026-07-06T06:05:07.000Z**: Will it definitely outperform?
  - **SSerpens** (2026-07-06T06:06:52.000Z): This is my subjective judgment and does not constitute investment advice.
- **solid · 2026-07-06T02:44:02.000Z**: Trust you, adding to NOK position
  - **SSerpens** (2026-07-06T02:55:28.000Z): nok 也可以的
  - **FreeBird2025** (2026-07-06T04:05:18.000Z): NOK hasn't shown any signs of rebounding and stabilizing yet, has it?
  - **SSerpens** (2026-07-06T09:34:25.000Z): What you're talking about is beyond my capabilities.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**