Jul. 24 at 2:32 PM
AI phase two is all about memory! Data centers are starving for HBM & NAND. These core plays are coiling up for the next big leg:
$KMEM Concentrated memory exposure
$WDC Enterprise storage rebounding hard
$NVDA Driving unprecedented HBM demand
$AMD Next-gen chips hungry for bandwidth
$TSM Advanced packaging catalyst
Who wins the memory supercycle? Pinned the complete margin model and whale flow matrix on my profile.