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)