Key insights
- The post discusses KXIAY, a company specializing in NAND flash memory, as a potential investment opportunity driven by AI demand. The author believes NAND is crucial for AI datacenters, bridging RAM and long-term storage. While acknowledging a lack of deep analysis, the author suggests that the market may soon recognize KXIAY as the 'next AI thing,' potentially driving its stock price higher, similar to other memory stocks benefiting from AI trends.
With the rise of Micron, Sandisk and all the other memory stocks driven by AI demand, i was looking for other companies that might blow up.
Memory, energy etc have missed the chance to invest early but thought about long term storage. Seagate and western digital have gone up a bit, but then heard about KXIAY the specialise in NAND which is key for AI datacenters and sits somewhere between ram and the long term storage of HDD.
I tend not to analyse too much as you can tell from my awful description. But firmly believe you cant think to much if you want to make big money in this market.
Wondering if anyone else has looked at this and has an opinion more than my. Dont overthink. AI needs it market will pump it once its seen as the next AI thing.