#AIStorageAndSoftware

$MRVL BEAT EXPECTATIONS — SO WHY DID IT DROP 8%? 🤔 Marvell delivered a strong quarter: 📈 Revenue: +37% YoY 🏢 Data Center: +46% 🚀 FY27/FY28 guidance: Raised Yet $MRVL still dropped nearly 8% in pre-market trading. What’s notable is that $SNDK, $MU, and $WDC also moved lower, while AI leaders like $NVDA and $AVGO remained relatively resilien #BankTokensVsStablecoins #WalshInflationRisk #SpaceXRevenueBy2033

$SNDK $BTC SanDisk and Kioxia plan to invest $31B in Japan to expand 3D NAND production, but the market isn’t cheering. The key question: can AI-driven enterprise SSD demand absorb the new supply? AI storage demand remains strong, but massive capacity expansion could pressure NAND prices and margins. The bigger signal: AI capex is rising, but markets now want to know—when does it pay off? #WalshInflationRisk #WalshInflationRisk

AI Chip Shortage Could Last Until 2030 SK hynix CEO Kwak Noh-jung says the current memory chip crunch could continue until 2030, driven by strong and growing demand from AI infrastructure. The AI boom is not only about GPUs anymore. High-bandwidth memory (HBM) and advanced memory chips have become critical components for AI data centers. If demand keeps rising faster than supply, the memory market could remain tight for years. 📌 AI demand → More data centers → More memory demand

🚨 MRVL BEAT THE NUMBERS — SO WHY DID THE STOCK DROP 8%? Marvell just delivered a strong quarter: 📈 Revenue: +37% YoY 🏢 Data Center: +46% 🚀 FY27/FY28 outlook: Raised And yet, $MRVL still fell nearly 8% pre-market. What’s even more interesting? $SNDK, $MU and $WDC also moved lower, while AI heavyweights like $NVDA and $AVGO stayed relatively steady. 📌 The message from the market may be changing: AI demand itself isn’t necessarily weakening — investors may simply be becoming #DailyOrbit

$31 BILLION BET ON AI STORAGE — BUT THE MARKET ISN’T BUYING IT. SanDisk and Kioxia just announced plans to invest $31B in Japan to expand 3D NAND production. Sounds bullish for AI infrastructure, right? Not so fast. The market’s real question is simple: Can AI inference and data-center demand grow fast enough to absorb all this new NAND supply? If yes, SanDisk’s long-term story stays intact, and this pullback could just be profit-taking. #DailyOrbit

Brothers, don’t just focus on GPUs. The ones quietly making money in this AI wave might actually be the memory sellers. Previously, when we talked about AI, we kept mentioning Nvidia, AMD, and computing power, but now the real price surge is happening behind the scenes with HBM. Micron and SK Hynix are the two players on this chain worth watching the most. #WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto

The scale of the planned NAND buildout matters less than its sequencing. SanDisk and Kioxia intend to invest more than $31 billion in Japan through 2032, subject to government support, with the new Kitakami fab targeting FY2029 production. That timeline creates a useful demand test: if AI inference, data retention and cloud workloads deepen before capacity ramps, added enterprise SSD supply could meet a durable market. If orders lag, the same expansion may pressure the NAND balance. Capacity milestones, customer commitments and cash flow should be more informative than headline spending. Not advice, just analysis. #NANDCapacityExpansion

🔥 AI is officially becoming IREN’s bigger growth engine. IREN’s Q4 results show AI Cloud revenue overtaking $BTC mining for the first time, generating $70.5M vs. $66.7M. The bigger signal: IREN is accelerating its transition from a $BTC mining pure-play into an AI infrastructure powerhouse, diversifying revenue while leveraging its existing data-center capacity. From mining $BTC to powering AI. $BTC #BTCGoldCorrelation #WalshInflationRisk

🔥 $SNDK | AI HAS A STORAGE PROBLEM The next bottleneck in AI may not be compute — it’s where all that generated data goes. SanDisk and Kioxia just announced plans to invest over $31B in Japan through 2032 to expand memory production as AI drives demand for NAND storage. $SNDK The deeper thesis: Every smarter AI model creates more data — and every byte eventually needs somewhere to live. 🔥$SNDK #WalshInflationRisk #BTCGoldCorrelation

🔥 AI’S NEXT BIG WINNERS MAY NOT BE SELLING CHIPS — THEY’RE SELLING SOFTWARE. AI hardware proved one thing: companies are willing to spend billions to build the infrastructure. Now comes the real test: are they willing to keep paying for the software? Strong results from $CRWD, $CRM and $OKTA suggest the answer could be yes. 👀 The AI story may be shifting from GPUs and data centers to recurring software revenue. #DailyOrbit