In the next two months, optical and storage will no longer be the main theme. The main theme is large-scale CSP cloud services. Be wary of high-level distribution in storage; it won't be a smooth, explosive rally. So, those brainless bulls on storage and optical concepts, don't come looking for attention.$Sandisk(SNDK.US)$Applied Optoelectronics(AAOI.US)$Lumentum(LITE.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)
$Alphabet - C(GOOG.US)$NVIDIA(NVDA.US)$Amazon(AMZN.US)
Let's verify in November.
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