--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43276695.md" description: "The software sector has already survived the hardest times, including Msft and Pltr.Now it's storage chips' turn for the hardest time; no one can escape.GLD/GDXU is also in a gradual pull-up phase. I mentioned the gold opportunity earlier, but on Monday I was just focused on making quick money with QQQ options. After getting used to quick gains, it's hard to stop and deal with such slow-moving assets... No choice, since I missed the boat, I'll just watch for now.The short interest momentum in storage is strong, making the long positions too weak. SanDisk is so weak that it couldn't even hold above 1450; as soon as it went up, it got dumped back down.This will likely consolidate for a long time. The root cause is the emotional and capital repair after expectations were too full, plus SK Hynix in the Korean market hasn't hit bottom yet and should fall further. 'Not dead, not comfortable' syndrome.AAOI, owned by the 'white hairs' (retail investors), is using its earnings report to see if it's just a dead cat bounce.SPCX had too many shorts earlier. I mentioned looking for a rebound in previous posts, and some capital is here rebounding to squeeze the shorts, bringing Tesla along with it. This stuff has no fundamentals and is very volatile/meme-like; being able to make money from it is a skill in itself." datetime: "2026-08-07T14:09:14.000Z" locales: - [en](https://longbridge.com/en/topics/43276695.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43276695.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43276695.md) author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)" --- # The software sector has already survived the harde… ### Related Stocks - [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md) - [PSQ.US](https://longbridge.com/en/quote/PSQ.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md) - [GLD.US](https://longbridge.com/en/quote/GLD.US.md) - [GDXU.US](https://longbridge.com/en/quote/GDXU.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) ## Comments (38) - **Leeeee · 2026-08-12T14:37:54.000Z**: Bro, what's going on with Google lately? It feels like it's losing momentum again. - **NAKIN · 2026-08-10T18:19:30.000Z**: The market is recovering. Discipline Bro has been updating less frequently recently. Last week, he cleared all his positions. After going round and round, his annual return rate is close to the Nasdaq's gain. However, having experienced two margin calls within a month while fully invested with lever - **Steven20268888 · 2026-08-10T02:24:27.000Z**: Can I buy GDXU now? - **HhhhHhH · 2026-08-08T05:27:23.000Z**: Bro, how much do you see for Microsoft in this wave? - **Yeeeeeyeye · 2026-08-07T23:03:38.000Z**: Will the storage sector reach its previous highs again next year? - **钢铁纪律** (2026-08-08T04:26:13.000Z): Let me tell you what people in my circle are talking about; they are currently shorting him. Someone is waiting at SNDK 1450, opening a short position as soon as it goes up, and has already made three - **Yeeeeeyeye** (2026-08-08T04:28:18.000Z): Understood, so let's put it aside for now. - **精彩KUN · 2026-08-07T18:17:34.000Z**: Does this mean storage won't surge or crash for now, and will stay sideways for a long time? - **keans · 2026-08-07T15:55:01.000Z**: What's too hot will die, storage feels like it's been overhyped to death, very much like the BTC at 126k last year. Although they can't be directly compared, will the US stock market this year replicate last year's BTC trend, forming a double top, with the bull market ending alongside the midterm el - **重名 · 2026-08-07T15:31:28.000Z**: Bro Gang, there are less than three months until the midterm elections. Is it a good time to buy into software stocks now? - **大慧 · 2026-08-07T15:14:12.000Z · 👍 1**: Holding positions and waiting, sitting and watching the Nasdaq slowly climb to new highs. Hope storage stocks consolidate a bit more, so I can slowly buy the dip. - **钢铁纪律** (2026-08-08T04:31:26.000Z): That works. - **SSerpens · 2026-08-07T14:28:45.000Z**: How come I remember you were mocking pltr a while ago? 🤔 - **钢铁纪律** (2026-08-07T15:03:26.000Z): I'm not mocking Pltr; I'm just pointing out that storage stocks, like Pltr, will experience a longer period of decline, bottoming out, and slow recovery after surging many times to reach their peak. I - **SSerpens** (2026-08-07T15:11:32.000Z): ok - **钢铁纪律** (2026-08-07T15:19:39.000Z): Do you have a position in Pltr? - **苏鑫涵 · 2026-08-07T14:27:54.000Z**: Thanks for sharing, boss - **与大佬同行 · 2026-08-07T14:24:15.000Z**: Bro, what's available to buy now? I missed the rally on 2x Microsoft and 3x Nasdaq. - **钢铁纪律** (2026-08-07T15:05:19.000Z): Do you have to trade every day? - **时来运至** (2026-08-07T17:08:47.000Z): Hahahaha, I simply can't hold on to it. Probably because I'm too idle and will check it when I have nothing else to do. - **钢铁纪律** (2026-08-08T04:31:39.000Z): I'll keep an eye out for better opportunities. - **一夜暴富888 · 2026-08-07T14:17:21.000Z**: Storage is still in the darkest hour - **三思又三思 · 2026-08-07T14:11:55.000Z**: Lazi is its usual self, QQQ is grinding options again - **钢铁纪律** (2026-08-07T14:13:03.000Z): Good market conditions only last three or four days, from last Thursday to this Wednesday. Thursday and Friday are garbage time. Let's see if we can keep pushing next week to break through 7800. Come - **三思又三思** (2026-08-07T14:15:34.000Z): Lazi is accumulating longs at 323; not sure if there will be any tricky moves today. With such strong non-farm data, the Nasdaq dropped after hours, which is quite interesting. - **钢铁纪律** (2026-08-07T14:18:50.000Z): After an asset crashes, it takes a long time to recover. - **麥田守望者 · 2026-08-07T14:11:01.000Z**: Brother Gang, what's your take on Google? - **钢铁纪律** (2026-08-07T14:12:16.000Z): The funds have moved to Microsoft, just like before when the funds shunned Microsoft for Google. - **麥田守望者** (2026-08-07T14:15:28.000Z): I'll see if Google comes back when it gets cheaper in a few days. 😂 - **Leeeee** (2026-08-07T14:55:41.000Z): Pulled up to 380, but dropped back down these past two days. Can only wait for the next wave. When it's suitable in August, I'll sell off the 270115 call.