Lot a noise in this market at the moment and I predict for a while to come. News of new data centre infrastructure sites, ready to sell to the next set of companies expanding out (after a short contraction). Memory stocks are a little ethereal to me, in that the whole idea is so vastly beyond the scope of what the AI boom can even translate. I'm wondering how infrastructure is keeping up (relatively), and what our world will look like if crypto &/or blockchain technologies are given room to expand also. Then technologies which may make cell towers defunct with interspace tech giving sat-fi or something like wi-fi next gen, another quiet achiever. AI is here, it's becoming part of everyday life, reaching into all aspects of our day to day. Memory stocks are vital to tracking, memorising and keeping a measure of data integral to our futures. For these reasons I expect a strong rebound or expansion with healthy profit gains and supportive data. I expect some companies will be pulling more than 5% (even 10%) in the coming days, and $SK hynix(SKHY)$ and $SanDisk Corp.(SNDK)$ and other smaller companies including those involved in infrastructure selling/leasing such as energy stocks, not to mention crypto linked firms seeing some healthy growth and profits. Unfortunately I did not consult AI before posting this, and I apologise in advance...
Comments