Definitely storage, since there are huge demands there from AI industry, especially after $英伟达(NVDA)$ released rubin, the HBM and SSD are becoming more important, since more context data needs to keep in SSD to make AI smart; While Gold is more related to people's emotions and political factors, which can't be lasting

$Alphabet(GOOG)$ stood out and shows that it's still strong during such plunge and tolerate such unexpected event, besides google has gemini for AI and search without AI, so always win situation and it becomes much clearly that google is an valuable investment trarget for long-term players