---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43468730.md"
description: "$Applied Optoelectronics(AAOI.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)Maxed out 2x short positions. In this market, the win rate for maxed-out shorts is higher than for maxed-out longs, roughly 8/2. Unfortunately, AAOI's margin requirement is too high to fully leverage. US Treasuries will still rise; Japan and Korea need to intervene in FX. The stock market will be the first to feel the pressure of global inflation, so high-valuation stocks will be the first to get slaughtered. Bullish on Nike, bullish on Lululemon. Initial long positions established. Longs don't flame me. 50% return by July."
datetime: "2026-08-18T18:26:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43468730.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43468730.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43468730.md)
author: "[菜头_](https://longbridge.com/en/profiles/22449315.md)"
generator: "portal-rs"
---

# $Applied Optoelectronics(AAOI.US)$Sandisk(SNDK.US)…


### Related Stocks

- [LULU.US](https://longbridge.com/en/quote/LULU.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NKE.US](https://longbridge.com/en/quote/NKE.US.md)
- [TLT.US](https://longbridge.com/en/quote/TLT.US.md)
- [TMF.US](https://longbridge.com/en/quote/TMF.US.md)
- [AAOX.US](https://longbridge.com/en/quote/AAOX.US.md)
- [SNDU.US](https://longbridge.com/en/quote/SNDU.US.md)
- [SNXX.US](https://longbridge.com/en/quote/SNXX.US.md)

## Comments (1)

- **楚瀛 · 2026-08-19T04:57:09.000Z**: Your return is 70%, a 30% surge would wipe you out.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**