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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
3
Posted on 1/31/26 at 11:54 am to LChama
Good questions.
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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.”
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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.
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