---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43299141.md"
description: "Bullish on storage in the short term, bearish on optical communications. The two markets are not on the same scale. Optical communication interconnects will barely reach $50 billion by 2027, while storage will exceed $500 billion at the very least. This doesn't mean storage is severely undervalued and about to take off, but the inversion gap between the two is widening, which is extremely unreasonable.$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)$Applied Optoelectronics(AAOI.US)$Corning(GLW.US)"
datetime: "2026-08-10T06:17:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43299141.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43299141.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43299141.md)
author: "[满仓spcx等暴涨](https://longbridge.com/en/profiles/19144251.md)"
---

# Bullish on storage in the short term, bearish on o…


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)

## Comments (22)

- **满仓spcx等暴涨 · 2026-08-10T06:18:52.000Z · 👍 6**: More importantly, the technical Elliott Wave theory shows that storage still has room for a rebound.
- **幻想日进斗金 · 2026-08-11T05:44:25.000Z**: Boss, what's your take on Hynix? If you want to trade strategies, trading is no longer possible.
  - **卖飞专业户** (2026-08-11T05:44:41.000Z): 🪜Open global or 🇭🇰 card
- **最大的交易陷阱是报复 · 2026-08-10T15:29:16.000Z**: Boss is awesome
- **IT'S_OK. · 2026-08-10T11:14:37.000Z**: Bro, what price do you see for SanDisk?
- **lengding · 2026-08-10T10:43:33.000Z**: Then why isn't the name Full Position Micron, etc.?
  - **三思又三思** (2026-08-10T11:25:09.000Z): Hahaha, because it can only be changed once a month
- **优秀愿大哥富贵安康 · 2026-08-10T10:08:49.000Z**: It has to be the boss 👍
- **吃练睡 · 2026-08-10T10:01:05.000Z**: If it doesn't hit a new low, there's still a chance.
- **练气修士 · 2026-08-10T08:46:43.000Z**: Bought SanDisk last Friday
- **Akira-K · 2026-08-10T08:09:10.000Z**: The implied volatility of AAOI is quite high, let's sell options.
- **跟顾神反着买 · 2026-08-10T07:39:35.000Z · 👍 1**: Inventory can still drop for another two months, falling from May to June, grinding on and on.
- **芙宁娜的交易员 · 2026-08-10T07:34:09.000Z**: Is Western Digital still salvageable?
- **新星登场 · 2026-08-10T07:12:28.000Z**: I feel that light can also open up a different market. Unlike storage, which has rebounded, light seems to be holding up well too.
  - **低多边形** (2026-08-10T15:42:02.000Z): The ratio of optical modules and storage per server is fixed; any additional capacity is merely a matter of imagination. In the short term, it's simply a severe oversold condition where there are virt
  - **新星登场** (2026-08-10T15:59:37.000Z): What I value is data interconnectivity; the rest is within the cycle.
- **粤海散户 · 2026-08-10T06:35:01.000Z · 👍 1**: Recently, optical communications have shown stronger gains than storage 🤣🤣
- **孙割的交易员 · 2026-08-10T06:33:51.000Z · 👍 4**: Bullish on Guanghe and Cuncheng; these two are two sides of the same coin.
  - **孙割的交易员** (2026-08-10T06:35:14.000Z): At the very least, it should form a double top.
- **留在牌桌就还有机会 · 2026-08-10T06:24:53.000Z**: Bro, can I open a position in storage today?
  - **三思又三思** (2026-08-10T07:01:59.000Z): I already added SanDisk last week.
  - **༿** (2026-08-10T19:39:43.000Z): Put it off until next month, SanDisk will lose money.