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
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
Google Stock Clears Major Hurdle, Yet One Serious Concern Remains
This week, Google cleared a major hurdle with Search accelerating from 10 points of growth last quarter to 12 points this quarter -- putting to rest many doubts that Search monetization is at risk giv
Can Oracle Become the Next $1 Trillion AI Stock?
When it comes to AI cloud leaders, Oracle is not often mentioned, yet the company is quickly positioning itself to lead among Microsoft, Amazon and Alphabet when it comes to cloud growth over the next
Robinhood Stock: Spot Crypto Volumes May Lead to Incoming Volatility
Robinhood’s fundamental transformation over the past two years has been nothing short of remarkable. Crypto is driving strong revenue growth at 50% YoY in Q1, while TTM operating margin is approaching
AI Stocks in 2025: What Every Investor Should Know
The market evolves quickly, and nowhere is that more apparent than in AI stocks, which continue to lead in both innovation and returns. At the I/O Fund, our deep coverage of AI stocks, combined with a
Nuclear Power Emerging as a Clean AI Data Center Energy Source
Data center power demand is forecast to surge over the next decade, with some estimates seeing demand increasing 3x by 2030. Inference is expected to be a primary driver with power demand growth proje
AMD vs Nvidia: The AI Stock That Could Win by 2028
Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the
This AI Stock is Set to Surge from Inference Demand
Up until now, the AI conversation has been dominated by training and compute, yet inference is showing signs of exploding growth. Microsoft and Google recently highlighted 5x to 9x YoY growth in AI to