First, storage. You want me to chase the rally now, I don't dare. But has the demand for storage peaked? Clearly not, it might even be just beginning. So rather than chasing highs or missing out, it's better to look for untapped opportunities or marginal gains.

For unpopular stocks like AXT, I basically pointed them out when they were a few dollars, and then when they hit tens of dollars, many people came here acting like stock gods; today I'll point out three more stocks that many people look down on:

$Everspin Tech(MRAM.US)

$Ambarella(AMBA.US)

$Hewlett Packard Enterprise(HPE.US)

I believe these three stocks, compared to their current market caps, have at least ten times more upside potential.

Risks are definitely there. I've messed up many things myself, like ADT, Ctrip, and I'm still stuck in them. But I believe change will come. At the same time, I operate on a venture capital logic. I just need to catch one 10x or even 20x gainer to cover my previous losses. So, take my picks as a reference, think for yourself. If you lose money, coming to @me is pointless, since you wouldn't think of me when you make money anyway.

I have no demands from you, no obligation to listen to you, and certainly no obligation to make you 100% profit. What I write is just a record of my thoughts, or sometimes things I discuss with real-life friends and mentors. If you want to take this as 100% reliable advice, first, how much have you paid me? I haven't set up any payment channels, so obviously zero. So you have no right to demand anything from me. You curse me, sometimes I take my lumps, but if it goes too far, we'll just settle it in court. It's that simple.