---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42720170.md"
description: "$NetApp(NTAP.US) dropped seven points, while $Quantum(QMCO.US) edged up slightly—both in the storage sector, yet such a big temperature difference within a single day.$NetApp(NTAP.US) fell sharply but there's no new company-level news; it's more like a concentrated sell-off of institutional positions during the storage sector pullback. $Quantum(QMCO.US), being a small cap stock with light holdings, actually has no one dumping it.No one denies the demand for AI data storage; the trouble is that valuations have run too far ahead. During the sector adjustment period, would you pick up heavily fallen large caps, or hide in unnoticed small cap stocks? I choose the former; opportunities from drops in liquid stocks are more substantial."
datetime: "2026-07-16T10:55:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42720170.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42720170.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42720170.md)
author: "[D:(z](https://longbridge.com/en/profiles/26787914.md)"
---

# $NetApp(NTAP.US) dropped seven points, while $Quan…


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