---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43439167.md"
description: "When storage/optics are strong, capital flows into storage; cloud providers are currently not an option.Storage needs to pull back before the cloud sector has a chance; it's just a seesaw effect.Go with the flow.For long-term opportunities, focus on BTC and gold. Gold was mentioned at 4100 and did rise somewhat, but I was too slow and will continue to wait.BTC also needs to endure until year-end; look for entry points when no one is interested.SNDK faces resistance starting around 1800. Short-term traders should keep a close watch. The general trend aligns with my posts from the weekend/morning.When storage/optics rise, everything else falls; when storage/optics fall, everything else thrives."
datetime: "2026-08-17T14:43:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43439167.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43439167.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43439167.md)
author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)"
---

# When storage/optics are strong, capital flows into…


### Related Stocks

- [BTC.US](https://longbridge.com/en/quote/BTC.US.md)
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- [DULL.US](https://longbridge.com/en/quote/DULL.US.md)
- [SHNY.US](https://longbridge.com/en/quote/SHNY.US.md)

## Comments (39)

- **股市是训练场 · 2026-08-19T06:38:30.000Z**: Was too busy before, didn't check Longbridge. Back now to leave a like.
- **哈哈龙 · 2026-08-18T01:37:31.000Z**: What do you usually buy for BTC?
- **鑢七 · 2026-08-17T16:26:32.000Z**: Bought snxx at 1800T, executed according to Discipline Bro's levels. Although I might not have made the last penny, it's stable. Thanks for sharing.
- **我爱炒稀饭 · 2026-08-17T14:54:08.000Z**: The pricing logic in this wave might really change, bro. In your situation, would you combine short-term logic with long-term? 🤔 Do you control/manage your position size?
  - **钢铁纪律** (2026-08-17T14:59:17.000Z): Holding for the long term is definitely more profitable than short-term trading, but I basically never get trapped; the profits I make are always withdrawable.
  - **我爱炒稀饭** (2026-08-17T15:00:12.000Z): Mhm, after reviewing recently, the 'bro' seems solid. I'm looking at the long term, holding a portion of the position for some short-term day trading to practice.
  - **钢铁纪律** (2026-08-17T15:01:10.000Z): You can split positions, T1+T2
- **时来运至 · 2026-08-17T14:48:29.000Z**: Bro, will there be better prices for gold later?
  - **钢铁纪律** (2026-08-17T14:59:55.000Z): Of course
  - **时来运至** (2026-08-17T15:02:37.000Z): About when can I enter?
- **🐧 · 2026-08-17T14:47:59.000Z**: Pity I bought options on Google, don't know how long this wave of absorption will last 😹
  - **留在牌桌就还有机会** (2026-08-17T14:51:44.000Z): Sigh, same here.
  - **🐧** (2026-08-17T14:52:52.000Z): 😹 US stocks are too fierce, storage directly V-shaped reversal, not moving even with volatility
  - **Hsieh** (2026-08-17T14:58:42.000Z): From what I see now, I'm also a 'blood bag' (sucker). I've also bought options.
- **骑马咚了个咚 · 2026-08-17T14:46:39.000Z**: Still need to buy US goods, these two are close to hitting all-time highs
  - **钢铁纪律** (2026-08-17T14:47:48.000Z): For rebounds, watch SanDisk; for slow declines, watch Micron.
  - **骑马咚了个咚** (2026-08-17T14:48:13.000Z): Where is my Xiao Hai?
  - **钢铁纪律** (2026-08-17T14:50:11.000Z): Xiao Hai, take it easy, no rush. It's still a good company.
- **天空之城！ · 2026-08-17T14:46:18.000Z**: What's TSMC?
  - **钢铁纪律** (2026-08-17T14:47:11.000Z): It has risen quite a bit even from the lower levels.
- **XingY · 2026-08-17T14:46:09.000Z**: Sigh, I went crazy buying the dip when it fell, but now that it's rebounding and surging, I just watch it go up wildly without daring to make a move.
  - **钢铁纪律** (2026-08-17T14:46:46.000Z): There are plenty of opportunities.
  - **XingY** (2026-08-17T14:47:55.000Z): Only suitable for buying the broad market now.
- **仙女1234567 · 2026-08-17T14:45:16.000Z**: Long time no see, how high do you think Micron will go in this rally?