---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000565443.md"
description: "The nice thing about multi-year bottlenecks from:$HPS.A to $Sandisk(SNDK.US) to $Lumentum(LITE.US) Is that you can sleep a easier despite market volatility like today.  Knowing demand will be extreme even 1 year...Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted:-> One has a huge market share over Transformers-> One has huge market share over NAND-> One has huge market share over EML/OCS.And the one thing in common is that they're all likely backlogged on orders into 2028. Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year. It's H1 2026 now.Source: Serenity"
datetime: "2026-04-07T14:17:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000565443.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000565443.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000565443.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# The nice thing about multi-year bottlenecks from:$…


### Related Stocks

- [HPS.US](https://longbridge.com/en/quote/HPS.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)

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