AI is changing mental work, and physical AI is changing manual labor; storage determines the efficiency of AI, and robots determine how AI gets implemented.
So I’ve never been able to understand people who short storage stocks long-term. If you think the valuation is high, you can reduce your position and wait for a pullback to buy back in. But shorting storage long-term is, in essence, betting that the AI trend has ended. I’m exactly the opposite: I agree that the future main storyline is physical AI.
GPU handles computing, and HBM handles data transmission. Without storage, even the strongest AI can’t run. With the development of robots, autonomous driving, and smart manufacturing, the demand for high-performance storage will continue to rise.
My investing approach is simple: don’t chase highs. Buy in batches on pullbacks, and during sharp sell-offs, buy boldly. I only recommend the two most reliable stocks.
SK hynix ($SKHYB ) is the absolute global leader in HBM, and the most core beneficiary of AI storage. Currently at 142U.
Tesla ($TSLAB ) is no longer just an automaker. Its pure-vision approach to FSD autonomous driving is, in essence, a robotics solution. Right now, two major factories in the U.S. are also advancing in parallel the transition to humanoid robot production. Currently at 322U.
So I’ve never been able to understand people who short storage stocks long-term. If you think the valuation is high, you can reduce your position and wait for a pullback to buy back in. But shorting storage long-term is, in essence, betting that the AI trend has ended. I’m exactly the opposite: I agree that the future main storyline is physical AI.
GPU handles computing, and HBM handles data transmission. Without storage, even the strongest AI can’t run. With the development of robots, autonomous driving, and smart manufacturing, the demand for high-performance storage will continue to rise.
My investing approach is simple: don’t chase highs. Buy in batches on pullbacks, and during sharp sell-offs, buy boldly. I only recommend the two most reliable stocks.
SK hynix ($SKHYB ) is the absolute global leader in HBM, and the most core beneficiary of AI storage. Currently at 142U.
Tesla ($TSLAB ) is no longer just an automaker. Its pure-vision approach to FSD autonomous driving is, in essence, a robotics solution. Right now, two major factories in the U.S. are also advancing in parallel the transition to humanoid robot production. Currently at 322U.