Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119%
Theme: AI Memory / HBM / Storage Chips
Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottleneck right now. Premium HBM capacity is monopolized by three companies — China cannot replicate this.
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