Last August, I picked a few stocks, lite and mu, that hit this year's two hottest sectors: one in storage and one in optics. One went 10x, the other 5x. Here are the stocks I'm optimistic about this year: 1. Hunan Yuneng, currently at 102 yuan. The leader in cathode materials for the energy storage industry, with net profits doubling for five consecutive quarters. CATL and BYD are basically its sugar daddies. Similar players include Tianhua New Energy and Tianci Materials. 2. US stock MRVL, focusing on optical interconnects + chip design. Google and Amazon are its sugar daddies too. Not including Korean and Chinese semiconductors or DRAM—those are part of my long-term heavy-hold storage industry ETFs.