Atlas01 @Atlas01_In

Sharing 100% Alpha Info. NO FINANCIAL ADVICE. Joined June 2021

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Atlas01 @Atlas01_In

2 weeks ago

@jukan05 $KXIAY is the best play for the next 2 years.

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Jukan @ ICML @jukan05

2 weeks ago

JPM just updated its price target for Kioxia, implying 42.7% upside from the current share price.

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A year ago nobody was talking about #Kioxia. Now it's the best performing major stock in the world. AI needs memory chips. Kioxia makes the best ones. Sometimes the trade is that simple. Still holding. $KXIAY

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Atlas01 @Atlas01_In

2 weeks ago

AI data centers need power infrastructure. Grids need upgrading. Gas turbines are sold out. Siemens Energy sits at the intersection of all three. 13 out of 14 analysts rate it a buy. Average target €192. The thesis is not complicated. $ENR #SiemensEnergy

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Atlas01 @Atlas01_In

2 weeks ago

Every AI chip, every advanced node, every next-gen fab — they all need one thing: an ASML machine. No competitor. No substitute. Just a decade of EUV demand stacking up while the world races to build AI infrastructure. Does not get more obvious than this. $ASML #Semiconductors

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Atlas01 @Atlas01_In

2 weeks ago

@NotA_Bull $KXIAY

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Atlas01 @Atlas01_In

2 weeks ago

Kioxia is up 670% Revenue hit ¥2.34 trillion. EPS doubled year-over-year. Forward P/E is sitting under 10x while AI data centers keep stacking NAND storage at 20% annual growth rates. Supply is tight. Demand isn't slowing. The chart is just following the numbers. $KXIAY #Kioxia

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Atlas01 @Atlas01_In

2 weeks ago

$ENR.DE sitting at €158 while the world quietly realizes it can't build AI data centers, grid infrastructure, or anything without serious power equipment. Everyone's buying the chip stocks. Nobody's talking about who keeps the lights on. Siemens Energy is that company. 🇩🇪⚡

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Atlas01 @Atlas01_In

2 weeks ago

$ASML just hit a new 52-week high today. The only company on earth that makes EUV machines — every chipmaker on the planet needs them. There's no plan B for the semiconductor industry. That's the moat. Not touching my position. 🇳🇱

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Atlas01 @Atlas01_In

2 weeks ago

Can't stop thinking about $KXHCF (Kioxia). This thing just became Japan's most valuable company — PASSED TOYOTA. Citi, Morgan Stanley, UBS all have Buy ratings. The AI memory chip trade is nowhere near done. Buying more on any dip. 🇯🇵🧠 #Semiconductors #NAND