KIO

KIOXIA

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by Serenity 1mo ago

KIOKIOXIALONG1mo ago

“Japan announced a $2.3 Trillion package for AI semiconductor for next 14 years. They do what they say.”

Unemployed Capital Allocator

Japan's $2.3T AI/semiconductor package is a direct tailwind for Kioxia, Japan's top NAND flash maker, whose industry market cap is dwarfed by incoming investment.

KIOKIOXIALONGIDEA · NOT YET PRICED

KIOKIOXIALONG1mo ago

“Japanese Company: Active monopoly over random chokepoints in the hyperscaler AI buildout.”

Serenity

Japanese NAND monopolist Kioxia priced like a mid-cap while hyperscalers make storage a non-negotiable AI chokepoint

KIOKIOXIALONGIDEA · NOT YET PRICED