---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40484857.md"
description: "I once met a guy (worth tens of millions) who told me back when AI first emerged that these AI companies aren't important; it's the companies doing storage and owning data that are truly important. I really admire his sharp insight, able to see the essence of things at a glance."
datetime: "2026-05-06T15:15:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40484857.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40484857.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40484857.md)
author: "[坚定的持有勇敢的操作](https://longbridge.com/en/profiles/13712440.md)"
---

# I once met a guy (worth tens of millions) who told…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (6)

- **想去in77看腿 · 2026-05-06T17:34:22.000Z**: To be honest, many people saw it last year, but can you hold on to it?
  - **坚定的持有勇敢的操作** (2026-05-06T22:33:26.000Z): If you see the person clearly, you can hold on tight.
- **华尔街之杨 · 2026-05-06T15:28:29.000Z · 👍 1**: Which ones have the data? Can you give an example?
  - **小哈同学** (2026-05-06T15:31:17.000Z): Google, Tem, these seem to have data. This wave of data is likely to start only after the data center is completed.
- **黄金叶 · 2026-05-06T15:18:41.000Z · 👍 3**: Now starting to look for power and energy stocks, maybe the main event in the second half of the year
  - **坚定的持有勇敢的操作** (2026-05-06T15:20:03.000Z): Always focus on the upstream that sells shovels.