---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000653369.md"
description: "Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities & palm-oil for energy security; hedge with banks."
datetime: "2026-05-13T08:25:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000653369.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000653369.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000653369.md)
author: "[TC89](https://longbridge.com/en/profiles/24857158.md)"
generator: "portal-rs"
---

# Buy storage dip on strong HBM/SSD demand. AI capex…


### Related Stocks

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## Comments (1)

- **Fair_Lemon5303 · 2026-05-13T10:08:35.000Z**: Eh which storage stocks you referring to leh, Micron or got other picks?


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**