Everybody Watching NVIDIA… But the Real Late Bloomer Might Be This Muthu Boy Storage Stock 🍛📈

Shernice軒嬣 2000
13:30

$Everpure(P)$   storage is like that one Muthu boy at the prata shop ah… everybody laugh at him at first because he slow slow one, flipping prata only. But suddenly midnight crowd come, boom — whole shop depending on him. 😂

I see this business becoming a massive beneficiary of the AI infrastructure boom, especially in the area of memory optimization.

This AI cycle also same story.

1️⃣ The Brains — NVIDIA / AMD

First wave everybody rush buy GPU like Singaporeans rushing tissue packet during sale. AI training cannot run without these chips.

2️⃣ Wave 2 — Semiconductor kaki rally

People then realize, “Eh boss, not only GPU can make money leh.” So all the supporting semiconductor companies also start flying.

3️⃣ Wave 3 — The Storage Uncles

Seagate Technology / Western Digital / SanDisk

Now AI got trillions of files to store. Massive data lakes need cheap HDD storage. Like prata shop storing 500 tubs of curry before dinner rush. Suddenly storage companies become hero.

4️⃣ Upcoming Wave — The “Wah Fast Sia” Layer

Storing data is one thing. But AI needs to access data instantly to “think” during inference. Cannot every time wait like kopi queue at hawker centre.

That’s where Everpure comes in — high-speed, power-efficient flash storage. Fast until AI no need say “eh loading ah.”

Even NVIDIA and Meta Platforms already heavily using it, and 64% of Fortune 500 companies are customers.

Feels a bit like early Sandisk days all over again.

Sometimes the last prata to come out… ends up being the crispiest one. 😆

Their core advantage is memory efficiency — enabling standard data center storage drives to hold up to 5× more data while consuming 50–80% less power. As AI workloads continue exploding, that combination of higher density and lower energy usage becomes incredibly valuable

@TigerPM  @TigerClub  @TigerObserver  @TigerStars  @Daily_Discussion  

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