---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43181010.md"
description: "I'm backing C, both of these will definitely exceed expectations! Don't just focus on who is stronger or weaker; the current logic is that AI servers are pulling up the entire storage pool. Whether it's NAND or HDD, as long as it's related to data centers, it's a massive windfall. The previous quarter's data has already verified the price increase trend, and this earnings season is likely to be a collective celebration. The main upward wave of the storage super-cycle has just begun, so don't get off the bus yet!@Hotspot君"
datetime: "2026-08-04T11:21:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43181010.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43181010.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43181010.md)
author: "[我要擦皮鞋](https://longbridge.com/en/profiles/21065281.md)"
generator: "portal-rs"
---

# I'm backing C, both of these will definitely e…


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