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If data storage is so hot (wdc, sndk, mu)
Posted on 1/31/26 at 11:48 am
Posted on 1/31/26 at 11:48 am
Am i wrong that that growth is d/t ai storage needs? So why are they doing so well this week and have been parabolic the last year… and yet data centers and big ai players are taking a beating. If theres confidence in one shouldnt there be confidence across the board?
Edit: i know someone will show evidence that suggests “not taking a beating” ….but comparatively… the same traction is not there. The data centers and ai players are up to 50% off their highs and get hammered on down days. While the data storage names power upward regardless
Edit: i know someone will show evidence that suggests “not taking a beating” ….but comparatively… the same traction is not there. The data centers and ai players are up to 50% off their highs and get hammered on down days. While the data storage names power upward regardless
This post was edited on 1/31/26 at 11:53 am
5
Posted on 1/31/26 at 11:54 am to LChama
Good questions.
--
He said this last May and is predicting a wall later this year.
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Musk said AI faces three major limitations as it scales up: chips, transformers and power generation. Transformers are used to ramp down the voltage of electricity produced by power plants so it can used by computers.
“As we solve the transformer shortage, there will be the fundamental electricity generation shortage,” Musk told CNBC’s David Faber. “My guess is people are going to start hitting challenges with power generation maybe by the middle of next year, end of next year.”
--
He said this last May and is predicting a wall later this year.
--
Musk said AI faces three major limitations as it scales up: chips, transformers and power generation. Transformers are used to ramp down the voltage of electricity produced by power plants so it can used by computers.
“As we solve the transformer shortage, there will be the fundamental electricity generation shortage,” Musk told CNBC’s David Faber. “My guess is people are going to start hitting challenges with power generation maybe by the middle of next year, end of next year.”
Posted on 1/31/26 at 11:56 am to LChama
The supply demand gap is so high that the memory margins are becoming absolutely massive with constant huge price increases. This is already showing up in corporate earnings and even conservative projections have it continuing for several years. A large growth company like Micron suddenly printing a single digit P/E ratio on earnings and even lower on forward earnings guidance will inevitably result in a flood of money into it. While a lot of the AI and data center companies are already priced for their expected growth, Wall Street completely missed the memo on memory, resulting in rapid repricing.
This is comparable to NVDA going from a video game graphics card company to the absolutely most critical component of the largest growth field in recent history, every earnings just compounded that Wall St couldn’t put money in fast enough to keep up with the growth. Narrative completely rewritten
This is comparable to NVDA going from a video game graphics card company to the absolutely most critical component of the largest growth field in recent history, every earnings just compounded that Wall St couldn’t put money in fast enough to keep up with the growth. Narrative completely rewritten
Posted on 4/10/26 at 3:38 pm to LChama
This thing has been on a rocket ship since your post and well before. Anyone know what’s the deal with it?
Posted on 4/10/26 at 6:22 pm to Upperdecker
frick accidentally upvoted myself. Damn bumped threads
MU next leg happening
600+
MU next leg happening
600+
Posted on 4/10/26 at 6:34 pm to NotoriousFSU
Holy crap. I have no idea but that's wild.
Posted on 4/13/26 at 10:24 am to NotoriousFSU
Up over $300 since your post. What is going on?
Posted on 4/13/26 at 10:39 am to Billy Blanks
Upperdecker explained it well.
This post was edited on 4/13/26 at 10:40 am
Posted on 4/13/26 at 1:55 pm to Billy Blanks
We have been In it since December. Its insane. Very volatile but if you had a skinfor it, it has made us some money.
Posted on 4/13/26 at 2:12 pm to jellyfish
I bought a few shares today. First time for me.
Posted on 5/5/26 at 12:05 pm to Upperdecker
People keeps asking what's going on as they add billions in mc
Posted on 5/5/26 at 12:45 pm to LChama
Edit: frick I got fooled by the bump again 
This post was edited on 5/5/26 at 12:47 pm
Posted on 5/5/26 at 12:48 pm to castorinho
quote:
People keeps asking what's going on as they add billions in mc
One of multiple factors for why memory is squeezing. People keep seeing the ridiculous numbers and buying
Another being the ridiculously low forward PEs
One more: memory is going from a cyclical commodity to a differentiated technology. This current run past week is being spurred by big memory producers signing long term deals - which doesn’t happen in commodities. Wall St has always expected memory prices to come back down bc memory is a commodity. But if memory isn’t a commodity anymore, then these prices should stick and the companies are massively undervalued
This post was edited on 5/5/26 at 12:54 pm
Posted on 5/5/26 at 1:19 pm to LChama
While I do not dismiss the potential boon that advanced AI models and even some form of AGI will have on humanity's future (with a concurrent and terrifying risk side of that same equation), I believe the true, visceral and long-lasting boon will come from advances in energy infrastructure (production, storage, balance, transmission, transformation, etc.) that will come along with the virtually inexhaustible demand for energy current AI systems require.
Not to mention direct computing demands for those same systems.
Not to mention direct computing demands for those same systems.
Posted on 5/5/26 at 3:47 pm to Upperdecker
Gonna drop one super speculative memory ticker that I entered today around $19. MRAM.
They produce different type of memory product than most of the other memory vendors that isn’t expected to be used in data centers. Their memory could be valuable for Edge AI though, which also could be a huge market. It’s also less proven and more speculative, but they have a similar story where it may become less speculative as they’re suddenly signing contracts. They announced a contract signed last week and the stock exploded, but with memory super cycle hype going on, they could go for a big ride as it’s a small market cap
They produce different type of memory product than most of the other memory vendors that isn’t expected to be used in data centers. Their memory could be valuable for Edge AI though, which also could be a huge market. It’s also less proven and more speculative, but they have a similar story where it may become less speculative as they’re suddenly signing contracts. They announced a contract signed last week and the stock exploded, but with memory super cycle hype going on, they could go for a big ride as it’s a small market cap
Posted on 5/5/26 at 4:30 pm to Upperdecker
quote:
Gonna drop one super speculative memory ticker that I entered today around $19. MRAM.
Will take a look. Does Everpure (P) formerly (PSTG) have same potential as other storage giants?
Posted on 5/5/26 at 7:29 pm to LChama
Never heard of that one, I’ll have to look into it more. Gemini was having issues earlier so might not be tonight
Posted on 5/5/26 at 10:15 pm to Upperdecker
Pure Storage gets their NAND and DRAM from Micron, Samsung, and Sk Hynix. They don’t manufacture it themselves. They are raising their prices to keep up. It looks like it is still growing at a good rate and maintaining margins, but I don’t want to take the other side of the memory cost increases.
This post was edited on 5/5/26 at 10:29 pm
Posted on 5/6/26 at 1:35 am to AmIDonut
I should have stuck to my guns.
Had ACLS at $99, MU at $440, SNDK at $628, and AAOI in the $90s.
Crazy.
Had ACLS at $99, MU at $440, SNDK at $628, and AAOI in the $90s.
Crazy.
Posted on 5/6/26 at 7:32 am to bayoubengals88
quote:
I should have stuck to my guns. Had ACLS at $99, MU at $440, SNDK at $628, and AAOI in the $90s.
I hear ya. I oanic d and sold 80 of my NBIS as it tumbled. Now look at it. I got scared and I lost. Luckily, I bought before the big spike so I still exists with nice gains, but still.
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