---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43481254.md"
description: "In the next two months, optical and storage will no longer be the main theme. The main theme is large-scale CSP cloud services. Be wary of high-level distribution in storage; it won't be a smooth, explosive rally. So, those brainless bulls on storage and optical concepts, don't come looking for attention.$Sandisk(SNDK.US)$Applied Optoelectronics(AAOI.US)$Lumentum(LITE.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Alphabet - C(GOOG.US)$NVIDIA(NVDA.US)$Amazon(AMZN.US)Let's verify in November."
datetime: "2026-08-19T09:44:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43481254.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43481254.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43481254.md)
author: "[满仓spcx等暴涨](https://longbridge.com/en/profiles/19144251.md)"
generator: "portal-rs"
---

# In the next two months, optical and storage will n…


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## Comments (44)

- **幸运星 · 2026-08-20T09:34:17.000Z**: Thanks for sharing 🙏 I'd like to ask if anyone else has experienced lagging issues?
  - **股神附体** (2026-08-20T09:34:44.000Z): Change your 🪜, or add a proxy
- **平凡的世界ujs · 2026-08-20T09:04:06.000Z**: Bro, when do you plan to enter the market?
- **幻想日进斗金 · 2026-08-20T05:46:22.000Z**: The analysis on storage sharing is spot on, but since we can't add to the position, does that mean we have to liquidate everything?
  - **卖飞专业** (2026-08-20T05:46:42.000Z): Actually, it's still okay. 🪜 Enable global proxy or use a 🇭🇰 server.
- **來鑫 · 2026-08-20T01:30:23.000Z**: What about Meta?
- **新用户_taiNqh · 2026-08-19T13:46:12.000Z**: Bookmarking this
- **王振宗 · 2026-08-19T13:30:04.000Z**: What's your take on IBM?
- **Lgfr · 2026-08-19T12:07:31.000Z**: Can Oracle be fully loaded?
- **豐川祥子的交易员 · 2026-08-19T11:24:38.000Z**: What's your take on Tesla?
- **回购再回购 · 2026-08-19T10:48:57.000Z**: Full-position bro, please open the 'little black room' for me. I'm your old fan, verarubin. Did I say something inappropriate this morning? Why was I directly locked up? 🥲🥲
- **9️⃣王 · 2026-08-19T10:42:32.000Z**: Baozhang Ge takes a look at the TSM forum. What price level is good for averaging down? 😅
- **新用户_afRPm · 2026-08-19T10:18:52.000Z**: Can I keep adding to my Google position now?
- **叫我李法拉 · 2026-08-19T10:07:27.000Z · 👍 1**: How to read Oracle script?
  - **满仓spcx等暴涨** (2026-08-19T10:09:14.000Z): Currently watching
- **目标过亿 · 2026-08-19T10:03:05.000Z · 👍 1**: Can I still buy SanDisk today?How do I buy Google, NVIDIA, TSMC, and Amazon?
- **一只好鹅 · 2026-08-19T10:02:58.000Z**: Is the main theme not SPCX?
  - **满仓spcx等暴涨** (2026-08-19T10:04:17.000Z): That was last week. You can only change your name once a month, look it up yourself.
  - **一只好鹅** (2026-08-19T10:41:20.000Z): Skiped last week's, only read today's, still didn't quite get it. Cloud business is the main theme; looking to short NBIS at a good opportunity, not bullish on Microsoft either, still researching Orac
  - **一只好鹅** (2026-08-19T10:42:36.000Z): There's actually some substance to the bullish outlook for Amazon, Google, and Nvidia's cloud businesses. Makes me want to laugh.
- **冲上云霄mal · 2026-08-19T10:00:48.000Z · 👍 2**: How is spcx?
- **幸运女神88888 · 2026-08-19T09:59:32.000Z**: Isn't it the same industry chain? I'm buying PCBs.
  - **满仓spcx等暴涨** (2026-08-19T09:59:55.000Z): Buy more
  - **幸运女神88888** (2026-08-19T10:00:54.000Z): A complete mess, can't figure out what tech stocks are being hyped for. If it doesn't get better, I'm just going to quit. Sigh.
- **Venco · 2026-08-19T09:58:57.000Z**: How is NBIS?
  - **满仓spcx等暴涨** (2026-08-19T09:59:19.000Z): Look for an opportunity to short
  - **Venco** (2026-08-19T09:59:43.000Z): 🉑 Thanks, boss
  - **Venco** (2026-08-19T10:00:39.000Z): Question: Why is the bullish outlook on Big Cloud Factory but not on New Cloud Factory?
- **厉飞雨 · 2026-08-19T09:58:33.000Z · 👍 1**: Is there any hope for Intel?
  - **满仓spcx等暴涨** (2026-08-19T09:59:30.000Z): no
- **东南西北的东Dong · 2026-08-19T09:54:55.000Z**: Will a new cloud storage ETF be listed?
- **人性考验 · 2026-08-19T09:54:20.000Z**: Is there CIFA?
  - **人性考验** (2026-08-19T09:54:55.000Z): CIFR


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