$HPE

@kaizen_investorApr 5, 2026 · 8:13 PM

War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins. Their critical role gives them the pricing power to simply pass costs onto customers. As a result, these bottleneck companies could emerge as prime investment opportunities during market corrections. - Memory and HBM: SK Hynix, Samsung Electronics, $MU - Packaging and OSAT: ASE Technology, $AMKR, JCET Group - Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn - Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET - Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE - Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR

@kaizen_investorMar 14, 2026 · 9:23 PM

Big companies are announcing huge layoffs. $AMZN to cut 30,000 jobs, $META potentially 15,000 jobs. $ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well. It’s not that those companies are doing badly financially, they report record earnings with growing margins. They all expect a lot from AI. What we saw from perplexity yesterday is a first glimpse of what AI will be able to do in the near future. With jobs being cut, more and more money will flow towards R&D and more importantly the CapEx. Everyone is investing in AI and those numbers will only increase. We are still in the early stages of AI and the supply chain is still evolving. There are some major bottlenecks forming that are slowing down the progress of AI. The most profitable companies are spending billions to make sure they can control these bottlenecks. This creates possibilities for investors. The major bottlenecks at the moment: - Memory and HBM: SK Hynix, Samsung Electronics, $MU - Packaging and OSAT: ASE Technology, $AMKR, JCET Group - Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn - Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET - Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE - Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $NBIS, $CIFR No financial advice

@kaizen_investorMar 4, 2026 · 4:47 PM

I have written a full article on the AI chip supply chain. The supply chain is structured into 4 different phases with 13 layers: 1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE 2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC 3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS 4. Chip Design: $NVDA, $AMD, $INTC, $QCOM 5. Foundries: $TSM, Samsung Semiconductor, $SMIC 6. Memory and HBM: SK Hynix, Samsung Electronics, $MU 7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group 8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn 9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET 10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE 11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR 12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META 13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF The article covers it all.

@kerrisdalecapSep 4, 2025 · 1:12 PM

$PSTG’s core enterprise business is vulnerable: big competitors like $DELL, $HPE, and $NTAP have closed the gap on storage-as-a-service offerings, non-disruptive upgrades, and management software while their superior product breadth makes them more strategic to customers. (7/10)