Posted June 2, 2025. Captured 2026-04-24 as a retroactive add.

Thesis

Long-form AI video generation (15-min to 1-hour outputs) is a storage/memory forcing function. Each generated video is gigabytes; training requires petabytes of video data. When video generation matures from clips to long-form, memory and storage demand go parabolic.

Tickers implied

• SSD / NAND: SNDK (Sandisk), MU (Micron HBM + NAND), Samsung (private)
• HDD: STX (Seagate), WDC (Western Digital)
• HBM / DRAM: MU, Samsung, SK Hynix

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