---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000634428.md"
description: "the market wants memory and photonicsdefinitely doesn’t want software or fintechor Nvidia anymore 😂pretty incredible bull run happening at the center of the AI supply chainSource: amit"
datetime: "2026-05-05T16:17:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000634428.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000634428.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000634428.md)
author: "[amit](https://longbridge.com/en/profiles/24261296.md)"
generator: "portal-rs"
---

# the market wants memory and photonicsdefinitely do…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

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