June 16｜If the crypto space only allowed buying BTC, then for AI, I'd only go for storage.
I know a lot of folks disagree.
But if I had to hold just one AI direction long-term,
I'd still choose storage.
The reason is simple.
I like certainty.
Many people investing in AI,
are mostly worried about bubbles.
Worried that models might get replaced.
Worried about shifts in tech direction.
Worried that today's leader could be out of the game tomorrow.
These worries aren't unfounded.
But storage has a unique angle.
AI models are getting larger.
User bases are growing.
The demand for inference is skyrocketing.
All of this will ultimately translate into a demand for storage.
TrendForce predicts that,
the share of HBM in DRAM capacity will rise from 18% in 2025 to about 30% in 2027.
Capital is betting real money on this trend.
GPUs will upgrade.
Models will iterate.
Companies will change.
But data won’t disappear.
The demand for storage will only increase.
It was true in the past internet era.
And it will be the same in the future AI era.
So if you have a high-risk appetite,
you can look into individual stocks.
Like Micron (MU) or SanDisk (SNDK).
If you're more conservative,
buying a storage ETF works too.
At least I haven't seen any AI era yet,
that wouldn't need storage.
That's why we recently focused on SanDisk.
Back then, the stock was around 1600.
Now it's over 2100.
We're not making money from predictions.
But from researching industry trends early on.
Many people are always looking for the next 10x stock.
But I prefer those long-term, high-probability opportunities.
Investment is often not about finding the most thrilling answer.
But about finding the most certain one.
If it’s the crypto space,
I'd pick Bitcoin.
If it’s AI,
I'd choose storage.
In the future, there will be many star companies in AI.
But if I had to pick the most certain direction,
I'd still go for storage.
If you had to choose the most certain direction in AI, would you pick storage, computing power,
or something else?
Buy the moat, ride the bull — buy the moat, hold the long bull.
#AI #BTC☀ #HBM #SNDK
I know a lot of folks disagree.
But if I had to hold just one AI direction long-term,
I'd still choose storage.
The reason is simple.
I like certainty.
Many people investing in AI,
are mostly worried about bubbles.
Worried that models might get replaced.
Worried about shifts in tech direction.
Worried that today's leader could be out of the game tomorrow.
These worries aren't unfounded.
But storage has a unique angle.
AI models are getting larger.
User bases are growing.
The demand for inference is skyrocketing.
All of this will ultimately translate into a demand for storage.
TrendForce predicts that,
the share of HBM in DRAM capacity will rise from 18% in 2025 to about 30% in 2027.
Capital is betting real money on this trend.
GPUs will upgrade.
Models will iterate.
Companies will change.
But data won’t disappear.
The demand for storage will only increase.
It was true in the past internet era.
And it will be the same in the future AI era.
So if you have a high-risk appetite,
you can look into individual stocks.
Like Micron (MU) or SanDisk (SNDK).
If you're more conservative,
buying a storage ETF works too.
At least I haven't seen any AI era yet,
that wouldn't need storage.
That's why we recently focused on SanDisk.
Back then, the stock was around 1600.
Now it's over 2100.
We're not making money from predictions.
But from researching industry trends early on.
Many people are always looking for the next 10x stock.
But I prefer those long-term, high-probability opportunities.
Investment is often not about finding the most thrilling answer.
But about finding the most certain one.
If it’s the crypto space,
I'd pick Bitcoin.
If it’s AI,
I'd choose storage.
In the future, there will be many star companies in AI.
But if I had to pick the most certain direction,
I'd still go for storage.
If you had to choose the most certain direction in AI, would you pick storage, computing power,
or something else?
Buy the moat, ride the bull — buy the moat, hold the long bull.
#AI #BTC☀ #HBM #SNDK