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$KXIA GOLDMAN SACHS RAISES TARGET TO 116K YEN ON AI STORAGE BOOM 🔥
Target: 116,000 yen 🚀
This isn't just another analyst upgrade. Goldman Sachs is calling for NAND pricing power to persist into 2028 — rare for a historically cyclical sector. The key catalyst: AI data center buildout is eating up supply faster than expected, and major memory makers are still prioritizing DRAM capex.
Specific data point: Goldman now expects average selling prices to rise 38% in 2027, up from 27% previously. With Kioxia focusing on price discipline over volume, margins could peak higher than the market expects. Are you positioned for this structural shift in storage?
Not financial advice. Always manage your risk.
#KXIA #AI #NAND #Storage #Goldman
🔥
Target: 116,000 yen 🚀
This isn't just another analyst upgrade. Goldman Sachs is calling for NAND pricing power to persist into 2028 — rare for a historically cyclical sector. The key catalyst: AI data center buildout is eating up supply faster than expected, and major memory makers are still prioritizing DRAM capex.
Specific data point: Goldman now expects average selling prices to rise 38% in 2027, up from 27% previously. With Kioxia focusing on price discipline over volume, margins could peak higher than the market expects. Are you positioned for this structural shift in storage?
Not financial advice. Always manage your risk.
#KXIA #AI #NAND #Storage #Goldman
🔥
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