laogo.ai|7月 30, 2026 06:24
NVIDIA is making a killing.
But real traders are already eyeing the next batch of winners.
Why?
Because the AI war is no longer just a GPU war.
Everyone’s focused on computing power.
But few are paying attention to this:
One of the biggest consumables behind AI
is storage.
The more servers,
the larger the models,
the crazier the demand for storage, chips, and memory.
This is why GigaDevice has started catching the market’s attention.
It didn’t suddenly become sexy.
The market just finally realized:
The AI pie isn’t something GPUs can hog all to themselves.
Storage.
MCUs.
Domestic chip supply chains.
They’re all getting revalued.
But the harsh truth about trading is:
By the time everyone knows,
the opportunity is usually halfway gone.
The real trading opportunities happen when:
The market hasn’t fully reached consensus.
The money is just starting to move.
The sentiment is just beginning to heat up.
That’s why I’m watching GIGADEVICE.
Not because it’s guaranteed to go up,
but because it has what the market loves most:
An industry story.
Capital attention.
High volatility.
Now Bybit has launched the GIGADEVICEUSDT perpetual contract.
Hot tech assets don’t have to wait for the traditional market to catch up.
If you’re interested in this direction:
https://partner.(bybit.com)/b/B45KV99443842
The market always rewards those who prepare early.
But don’t forget:
High volatility means high risk.
Managing your position size is more important than predicting the direction.
兆易创新 GigaDevice AI Semiconductors Domestic Chips Bybit
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