I think Kioxia’s potential U.S. listing is interesting because it could give NAND and enterprise SSDs much more visibility among global AI investors. AI is not only driving HBM demand anymore. The massive growth in data, inference and AI workloads also means storage is becoming an increasingly important part of the infrastructure.
For me, this makes $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ particularly interesting to watch, although their exposure is different. I am especially watching whether enterprise SSD demand and NAND pricing can remain strong as AI data-center spending continues to grow.
I still see storage as a cyclical industry, so I would not chase the rally blindly. If AI can structurally improve storage demand and earnings power, this could be more than another memory cycle. I prefer to accumulate gradually on pullbacks and let the fundamentals confirm the thesis.
@Tiger_comments @TigerStars @TigerClub @WallStreet_Tiger
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