KXIAY Kioxia Holdings Corp ADR Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
15:19
13 авг
13 авг
Author notes capital rotation into memory theme with SNDK strength expected to benefit related.
Author notes capital rotation into memory theme with SNDK strength expected to benefit related names, but frames it as market observation rather than explicit positioning.
15:12
13 авг
13 авг
Identifies as potential beneficiary of sector commentary
Identifies the stock as a potential beneficiary of positive sector commentary.
Низ.
15:29
12 авг
12 авг
The author is promoting a paid Substack subscription with portfolio updates and deep dives.
The author is promoting a paid Substack subscription with portfolio updates and deep dives, listing past covered tickers as promotional content rather than expressing current directional positions.
02:02
12 авг
12 авг
KV cache growth bullish for NAND demand
UBS projects KV cache capacity reaching ~1ZB by 2030, cited as a structural demand driver for NAND makers; author flags KXIAY as a beneficiary of improved demand/supply dynamics.
Сред.
14:32
09 авг
09 авг
The author promotes a Substack subscription discount and lists tickers covered in past articles.
The author promotes a Substack subscription discount and lists tickers covered in past articles without stating any current positions or forward-looking trade calls.
Низ.
13:52
24 июл
24 июл
Buy KXIAY after a 50% drop from highs as risk/reward turns favorable in the memory bull run.
Сред.
19:51
21 июл
21 июл
Memory stocks rally broadly after a rough period.
Memory stocks rally broadly after a rough period, but the author questions if the bounce is sustainable without stating a current position or forward catalyst.
Низ.
19:41
21 июл
21 июл
Author explicitly states they like and love positions in DISK and its holdings.
Author explicitly states they like and love positions in DISK and its holdings, framing the memory market as a 3.5x revenue growth opportunity through 2027 with a concrete supply constraint catalyst.
09:45
21 июл
21 июл
The author presents a list of memory chip stocks that rallied and are now at historically low.
The author presents a list of memory chip stocks that rallied and are now at historically low forward valuations, asking if the bottom is in without taking a personal position.
Низ.
04:14
21 июл
21 июл
Buy KXIAY as a discounted long benefiting from parabolic momentum and bullish Japanese market.
Buy KXIAY as a discounted long benefiting from parabolic momentum and bullish Japanese market re-opening, with the author up 400%+ in 6 months.
Сред.
06:57
13 июл
13 июл
Buy SK Hynix and Kioxia after sharp drawdowns (15-13% drops.
Buy SK Hynix and Kioxia after sharp drawdowns (15-13% drops, 37-40% from ATH) as potential capitulation bottom.
Сред.
09:20
09 июл
09 июл
The author lists 15 datacenter buildout stocks as dip-buy candidates but frames them.
The author lists 15 datacenter buildout stocks as dip-buy candidates but frames them as a research watchlist rather than stating personal positions or explicit forward calls.
Низ.
08:26
09 июл
09 июл
The author questions whether the prior run-up also lacked news.
The author questions whether the prior run-up also lacked news, implying the drop may be similarly unjustified but stops short of a clear position.
17:13
08 июл
08 июл
Buy Kioxia as a beneficiary of the ongoing AI infrastructure buildout.
Buy Kioxia as a beneficiary of the ongoing AI infrastructure buildout; author frames current conditions as a buying opportunity in a continued bull-run for AI-exposed names.
Сред.
15:34
03 июл
03 июл
Author suggests KXIAY is underfollowed by memory bulls and directs readers to an article.
Author suggests KXIAY is underfollowed by memory bulls and directs readers to an article for further research without stating a personal position.
Низ.
14:12
03 июл
03 июл
The author simply tags a ticker in reply to a question about US market exposure.
The author simply tags a ticker in reply to a question about US market exposure, without stating a position or directional view.
Низ.
07:15
23 июн
23 июн
The author agrees with the possibility of a post-earnings dip in MU and memory names but views.
The author agrees with the possibility of a post-earnings dip in MU and memory names but views it as a buying opportunity, while still long and bullish on memory.
21:40
04 июн
04 июн
NAND prices have risen 246% since Q1 2025, 2026 capacity is fully sold out, and AI inference bit-demand is growing at >100% CAGR (vs consensus 86%), driven by agentic AI and KV cache offloading via Nvidia’s ICMSP. The market underestimates the permanence of NAND shortages. Kioxia, as the low-cost producer with plans to double capacity by 2029, is uniquely positioned to capture margin expansion as supply remains tight through 2028. Kioxia will continue to “moon” because structural NAND demand from AI inference is far larger than consensus estimates, and physical limits on vertical stacking prevent a repeat of historical oversupply cycles. YMTC’s 120-140k wafer/month capacity addition in late 2027/2028 could flood supply earlier than expected. Geopolitical tensions may disrupt Kioxia’s manufacturing or export. A sudden slowdown in AI adoption or compression breakthroughs could curb bit demand.
Выс.
Об аналитическом покрытии KXIAY
Buzzberg отслеживает KXIAY (Kioxia Holdings Corp ADR) в 8 источниках. Бычьих сигналов: 3, медвежьих: 0, от 8 аналитиков. Сентимент преимущественно бычий (17%). Всего отслеживается 18 торговых идей. За последние 7 дней: наблюдение: 5. Последние спикеры: thematictrader, thebigberbowski, tacticzh.