---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43101267.md"
description: "The second half of the year will be a period of significant gains for cloud service providers; hardware has already peaked. $NVIDIA(NVDA.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Micron Tech(MU.US)"
datetime: "2026-07-31T01:36:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43101267.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43101267.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43101267.md)
author: "[满仓spcx等暴涨](https://longbridge.com/en/profiles/19144251.md)"
---

# The second half of the year will be a period of si…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (10)

- **新用户寒风HF94 · 2026-07-31T06:00:15.000Z**: What's your perspective? Hardware and cloud vendors are not competitors; they are upstream and downstream partners. As cloud vendors increase investment due to growth, hardware stocks will also rise.  People are already claiming the hardware rally has peaked...
- **投资小达人 · 2026-07-31T03:12:12.000Z · 👍 1**: Makes sense, Amazon has been doing well recently 📈, I want to buy some, but my order latency is too high, affecting execution
  - **坐等个股起飞** (2026-07-31T03:13:03.000Z): Use a proxy for api.lbkrs.com and api-gl, and direct connection for others; this will be much better.
- **孙割的交易员 · 2026-07-31T02:30:37.000Z · 👍 3**: Hardware and cloud are not substitutes; they are upstream and downstream.The revenue growth of cloud service providers' AI directly depends on purchasing more GPUs/HBMs. AWS's year-over-year growth of 37% means it needs to buy more chips from NVDA. The notion of "hardware hitting a ceiling → clo
- **饱饱8 · 2026-07-31T01:59:25.000Z**: TSMC?
- **不务正业的HJQ · 2026-07-31T01:48:00.000Z**: And Oracle, the barometer of debt leverage
- **脚脚子0616 · 2026-07-31T01:42:25.000Z**: It could also be electricity; I feel there are still quite a few stories to tell.
  - **满仓spcx等暴涨** (2026-07-31T01:44:24.000Z): Power is also hardware. It has now shifted to resource provision rather than infrastructure. After investing so much in hardware equipment earlier, the results are finally showing up.
- **夸张的猫 · 2026-07-31T01:40:58.000Z**: I'll trust you one more time, bro 👍. I've gone from the top 10% of returns down to 59 😭😭😭
- **你还年轻，三千万不够 · 2026-07-31T01:40:54.000Z**: Support