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Time Author Thesis Company / ticker Signal Since call Source
14:28
Sep 25
thebigberbowski
Memory/storage win AI capex flood
Overweight memory/storage suppliers as $1.2T+ of 2027 AI capex flows into this category, driven by Goldman's projected 50%+ jump in hyperscaler infrastructure spending and continued growth toward ~$1.4T in 2028.
KXIAY Kioxia Holdings Corp ADR Long HOLD —
06:36
Sep 25
thebigberbowski
Long memory names on extended AI super-cycle
Go long memory/storage names — Samsung, SK Hynix, Micron, SanDisk, Kioxia, Western Digital, Seagate — as SCA/LTA supply contracts and AI infrastructure demand (training, inference, agents, robotics) extend the cycle beyond the 5–7x forward multiples the market assigns.
KXIAY Kioxia Holdings Corp ADR Long HOLD —
11:00
Sep 22
thebigberbowski
Long Kioxia on 2027 NAND deficit
Go long Kioxia (KXIAY) as the author endorses Citi's forecast that AI-driven enterprise SSD demand pushes NAND into a 2027 supply deficit, flagging the NAND maker as a Spring 2027 beneficiary.
KXIAY Kioxia Holdings Corp ADR Long HOLD —
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About KXIAY Investor Commentary

Across the available history and selected sources, Buzzberg tracks KXIAY (Kioxia Holdings Corp ADR) across 11 sources: 9 bullish vs 0 bearish calls from 11 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 36 total trade ideas tracked. Latest voices: thebigberbowski.