Prize Contest｜Predicting Next Week's Top Gainer in the AI Storage Sector

TurboQuant's quantitative compression technology has triggered a market repricing of AI storage demand. The AI computing power and storage sectors have recently experienced a concentrated pullback. However, the long-term demand logic of the industry has not changed. Global tech giants are still accelerating their investments in AI data centers. Institutions generally expect this storage upturn cycle to last at least until 2027.

💰 After the short-term sentiment shock, who has the best chance to be the first to emerge from the trough? Successful prediction can earn 500 mission coins!

⚡ In terms of AI computing chips: $NVIDIA(NVDA.US) is about to mass-produce its new-generation chips, with institutions continuously raising full-year revenue expectations; $AMD(AMD.US) continues to expand its market share in data center GPUs. Its recent pullback has been significant, indicating considerable rebound potential.

🖥️ In terms of storage chips: $Micron Tech(MU.US) has already sold out its entire 2026 high-end storage capacity in advance, indicating strong earnings certainty; $Sandisk(SNDK.US) has raised product prices multiple times this cycle, showing high volatility and potential for large swings; $Western Digital(WDC.US) continues to advance its storage solutions transformation, benefiting from the strong demand for high-capacity storage from AI data centers.

☁️ In terms of cloud services and data centers: $Alphabet - C(GOOG.US) and $Microsoft(MSFT.US) continue to expand capital expenditures, with relatively restrained declines during periods of geopolitical risk pressure; $Oracle(ORCL.US) has pledged massive investments to expand computing resources, resulting in high order visibility; $Coreweave(CRWV.US), as an AI cloud newcomer, continues to receive increased backing from NVIDIA, presenting both growth expectations and risks.