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$NVDA AI STORAGE TRADE THAT EARNED $30M ๐ฅ
Institutions added positions in storage names for three straight quarters โ a clear accumulation pattern. The first signal came from hard drive price surges, followed by AI-driven data demand and internal data lifecycle cuts at major firms.
The move from data engineering insight to 13F confirmation created a high-conviction setup with multi-quarter duration. Volume and trend alignment in this sector remain intact despite broader macro noise.
Are you watching storage flows or waiting for a pullback?
Not financial advice. Always manage your risk.
#NVDA #InstitutionalFlow #AIStorage #LongThesis
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Institutions added positions in storage names for three straight quarters โ a clear accumulation pattern. The first signal came from hard drive price surges, followed by AI-driven data demand and internal data lifecycle cuts at major firms.
The move from data engineering insight to 13F confirmation created a high-conviction setup with multi-quarter duration. Volume and trend alignment in this sector remain intact despite broader macro noise.
Are you watching storage flows or waiting for a pullback?
Not financial advice. Always manage your risk.
#NVDA #InstitutionalFlow #AIStorage #LongThesis
โก
$KIOXIA GOLDMAN SACHS RAISES TARGET TO 116,000 YEN ON AI STORAGE DEMAND ๐
Target: 116,000 yen ๐
NAND supply-demand tightness is exceeding market expectations, with the price uptrend expected to continue through mid-2027. Goldman Sachs raised operating profit forecasts by up to 29% for the next three fiscal years, and ASP growth is now projected at 38% in 2027, up from 27% previously.
Management is prioritizing price discipline over volume, signaling a structural shift in cycle behavior. The upcoming Q1 FY3/27 earnings on July 31 are expected to beat guidance by over 9%.
How long can this AI-driven supply squeeze last before capacity catches up?
Not financial advice. Always manage your risk.
#KIOXIA #NAND #PriceTarget #AIStorage
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Target: 116,000 yen ๐
NAND supply-demand tightness is exceeding market expectations, with the price uptrend expected to continue through mid-2027. Goldman Sachs raised operating profit forecasts by up to 29% for the next three fiscal years, and ASP growth is now projected at 38% in 2027, up from 27% previously.
Management is prioritizing price discipline over volume, signaling a structural shift in cycle behavior. The upcoming Q1 FY3/27 earnings on July 31 are expected to beat guidance by over 9%.
How long can this AI-driven supply squeeze last before capacity catches up?
Not financial advice. Always manage your risk.
#KIOXIA #NAND #PriceTarget #AIStorage
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$SKHX SURGES 3.5% AS AI STORAGE DEMAND EXPLODES ๐ฅ
Entry: 1,752 ๐ฅ
Stop Loss: 1,225 โ ๏ธ
South Korea's May DRAM exports just hit a record high surging 370% year-on-year. Goldman Sachs also raised Samsung's HBM price forecast from +14% to +44% โ a massive upgrade that signals tightening supply. On Hyperliquid, a whale just opened a $3.9M long on SKHX with 3x leverage at $1,752, making them the largest holder today.
This is the kind of institutional momentum that attracts more flow into the semiconductor narrative. Are you sitting this out or positioning for the next leg up?
Not financial advice. Always manage your risk.
#SKHX #Semiconductor #AIStorage #Hyperliquid #Bullish
๐ฅ
Entry: 1,752 ๐ฅ
Stop Loss: 1,225 โ ๏ธ
South Korea's May DRAM exports just hit a record high surging 370% year-on-year. Goldman Sachs also raised Samsung's HBM price forecast from +14% to +44% โ a massive upgrade that signals tightening supply. On Hyperliquid, a whale just opened a $3.9M long on SKHX with 3x leverage at $1,752, making them the largest holder today.
This is the kind of institutional momentum that attracts more flow into the semiconductor narrative. Are you sitting this out or positioning for the next leg up?
Not financial advice. Always manage your risk.
#SKHX #Semiconductor #AIStorage #Hyperliquid #Bullish
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