---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40459957.md"
description: "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."
datetime: "2026-05-06T07:39:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40459957.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40459957.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40459957.md)
author: "[奇迹的交易员cola](https://longbridge.com/en/profiles/10743314.md)"
---

# First, storage. You want me to chase the rally now…


### Related Stocks

- [MRAM.US](https://longbridge.com/en/quote/MRAM.US.md)
- [AMBA.US](https://longbridge.com/en/quote/AMBA.US.md)
- [HPQ.US](https://longbridge.com/en/quote/HPQ.US.md)
- [ADT.US](https://longbridge.com/en/quote/ADT.US.md)
- [09961.HK](https://longbridge.com/en/quote/09961.HK.md)
- [TCOM.US](https://longbridge.com/en/quote/TCOM.US.md)
- [HTGD.SG](https://longbridge.com/en/quote/HTGD.SG.md)
- [HPE.US](https://longbridge.com/en/quote/HPE.US.md)
- [AXTI.US](https://longbridge.com/en/quote/AXTI.US.md)
- [HPE-C.US](https://longbridge.com/en/quote/HPE-C.US.md)

## Comments (28)

- **江東 · 2026-05-06T08:22:24.000Z · 👍 4**: The hidden challenge (risk correction): The text mentions that Amazon and Microsoft might use AMBA. The fact is, these giants are more inclined to develop their own chips (ASIC). For example, Amazon has Inferentia, and Microsoft has Maia. AMBA's opportunity lies with those second-tier manufacturers 
- **跟顾神反着买 · 2026-05-09T01:26:17.000Z · 👍 1**: Cola Bro, set up a fund and we'll buy it.
- **lulu酱 · 2026-05-08T22:28:29.000Z · 👍 1**: Cola concept
- **不甜， · 2026-05-08T22:18:30.000Z**: Awesome boss, I saw your decisive +25% post and also entered a position yesterday. Didn't expect it to surge over 35% after hours.
- **LuckyChang · 2026-05-06T11:52:45.000Z · 👍 1**: Directly look for stocks in the kv cache field?
- **KimiW · 2026-05-06T11:07:36.000Z**: A very good mentality. No one can be right every time; the market always has opportunities.
- **每天吃大肉 · 2026-05-06T10:54:34.000Z**: Ambushing small-cap stocks is risky. The current atmosphere on Longbridge is terrible—people blindly follow, and once they lose money, they start complaining, with no logic of their own.
- **过山河 · 2026-05-06T09:46:42.000Z**: Thanks, cola bro🫡
- **流动的梦 · 2026-05-06T09:13:12.000Z**: Like before you read
- **卖飞小能C · 2026-05-06T08:39:01.000Z**: Besides Z-lao, I only admire you.
- **max• · 2026-05-06T08:38:22.000Z · 👍 1**: I'm really curious how cola 哥 discovered these obscure stocks.
- **理小存 · 2026-05-06T08:37:13.000Z**: fomo 存储，难以入眠，感恩 cola🤟
- **微风的谎言 · 2026-05-06T08:15:06.000Z**: What qualifications do you have to scold? It's all free, and choosing to believe it or not is your own choice.
- **水击三千里 · 2026-05-06T08:13:14.000Z**: “Every morning say to yourself: I shall meet people who are meddling, ungrateful, arrogant, deceitful, envious, and unsocial. All these things happen to them by reason of their ignorance of what is good and evil… I cannot be harmed by any of them, for nobody can implicate me in what is degrading…”
- **不要着急多点耐心 · 2026-05-06T08:08:26.000Z**: Okay, bought 1000 dollars worth of each, just a small participation👻
- **bill00 · 2026-05-06T08:07:04.000Z**: mark. Open a position
- **波奇酱 · 2026-05-06T08:03:57.000Z · 👍 1**: Don't understand the storage part, I plan to buy some BRK😇
- **ＱQice · 2026-05-06T08:03:26.000Z · 👍 1**: All in😏
- **白股小炒 · 2026-05-06T07:56:29.000Z · 👍 1**: If you want ten times the return, you have to bear the risk of losing 90%.
- **星月晓落 · 2026-05-06T07:55:36.000Z · 👍 1**: Awesome, the whole analysis logic is very reasonable. Thanks for sharing your thoughts, bro Cola.