A trend that we are watching closely at I/O Fund, heading into 2022, is the memory market. Memory storage is struggling to keep pace with the explosion and data that's being created in the cloud environment so 2022 might be a big year as new technologies hit the market. Tech Analyst Bradley Cipriano touches on what these new technologies are and who's likely to benefit in 2022.
A major new technology is 3D NAND. Key players that have innovated around this technology are Micron and Samsung.
The chart below displays the TTM Capex of prominent companies in the memory market, highlighting that investments are being made now in anticipation of strong demand in the future.
For more on the memory market and to hear about what specific companies are doing to measure up, take a look at our newest YouTube video.
More To Explore
Newsletter
CoreWeave Stock Soars 200% Since IPO — Can It Defy the Odds?
CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among
Meta Stock Emerges as a Strong Mag 7 AI Leader
The AI frenzy has investors fixated on revenue growth as proof of returns on AI spending that can be as high as $100 billion per year, depending on the company. Yet, Meta is proving that a stronger si
Updated Nvidia Stock Price Target - AI “Bubble” Narrative Ignores Re-Acceleration in Big Tech Capex
In the analysis below, my firm crunched the hard data on Q2 capex numbers and what is coming down the pipe for Q3. If you are an AI investor like we are, this is an analysis you will not want to miss
Oracle Soars After Earnings – Is ORCL Stock Still a Buy?
The market is clearly excited about this report, and for good reason. Remaining performance obligations (RPO) grew 359% YoY with cloud RPO growing “nearly 500%” on top of 83% growth last year. Another
Nvidia Stock Forecast: The Path to $6 Trillion
Two years ago, the April 2023 quarter delivered a historic 18% beat, followed by an even bigger 30% beat in July 2023. Compare that to the most recent quarter ending July 2025 — just a 4% beat, the sm
Bitcoin Bull Market Guide: When to Hold, Trim, or Re-Enter (Webinar)
Our track record including a more recent 600% move in Bitcoin is not the product of hype but of a systematic framework—one built on technical analysis, on-chain metrics, and a close watch on global li
Reddit Stock Blows the Doors Off - Can it Last?
Reddit’s stock has surged 62% in one month, easily placing the company’s earnings report as one of the best to come out of the tech sector this quarter. The world’s leading forum site has only 416 mil
ServiceNow Q2 Earnings: Inside the AI Push Toward $1 Billion ACV by 2026
Last month, after ServiceNow reported second quarter results that exceeded expectations on multiple fronts, shares of NOW rose by 6%. The company is attempting to reposition itself beyond a provider o
Is Bitcoin’s Bull Run Nearing a Top? What the Herd Missed at $16,000 and is Missing Now
In late 2022, when Bitcoin was trading near $16,000, the I/O Fund issued a Strong Buy Alert. At the time, many of the market’s biggest crypto bulls were silent. Fast forward to today, Bitcoin is up ov
Is the S&P 500 Overdue for a Correction? 2025 Forecast & Buy Levels to Watch
In our last Broad Market Report titled, Historic Uncertainty Meets $7 Trillion Dollar Debt Wall: What Comes Next For The S&P 500, the S&P 500 was trading near 5800 and still well below its February hi
