以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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KXIAY
12 atoms · 跨 10 天 · 首见 2026-05-26 · 最近 2026-06-25
三色: 🟦 fact 3 · 🟥 take 9 · stance ▲9/▼1/◆0
来源: X 12
时态: fresh:9 · aging:2 · stale:1
标签: 好观点:7 · 好数字:4 · 好信源:1
叙事 (narrative) (5)
- 2026-06-25 · 提出论题：依赖DRAM（含HBM）保存上下文在agent时代不可持续
Relying solely on DRAM (including HBM) to hold context is becoming untenable in the agentic era of inference due to cost and capacity.
tags: 好观点 · → daily
value: qty= · date=
- 2026-06-21 · 面临新的NAND需求层
Here comes a whole new NAND demand layer.
tags: 好观点 · → daily
- 2026-06-12 · HBF杠杆程度
the other two are more levered to the HBF success, IMHO
tags: 好观点 · → daily
value: direction=more levered
- 2026-06-03 · NAND TAM expansion
Significantly expands NAND TAM.
tags: 好观点 · → daily
- 2026-06-01 · 竞争地位
$KXIAY has leapfrogged in NAND
tags: 好观点 · → daily
value: direction=提升
立场 (position) (3)
- 2026-06-15
[老化中] · 价格涨幅
Kioxia is +2x in a month since tweet $KXIAY 🎯
tags: 好数字 · → daily
value: qty=+2x · date=一个月内
- 2026-06-19
[老化中] · 持仓行为
I loaded, but obviously not enough. $KXIAY
tags: 好观点 · → daily
展开 1 条老旧 / 已过期
- 2026-05-27
[老旧] · 加仓
It was a good day to add to $KXIAY
tags: 好观点 · → daily
value: qty= · date=2026-05-27
事实 (fact) (4)
- 2026-06-19 · owns major stake in Phison
Kioxia owns major stake in Phison
tags: 好信源 · → daily
- 2026-06-18 · YTD涨幅
$SNDK and $KXIAY are +8x and +9x
tags: 好数字 · → daily
value: qty=+9x · date=YTD
- 2026-05-26 · ADR价格创历史新高
Kioxia ADR in the US hits an ATH.
tags: 好数字 · → daily
value: direction=上涨
- 2026-05-26 · 年化下季度盈利倍数
was ~8x on annualized next quarter earnings. After today, closer to 9.5
tags: 好数字 · → daily
value: qty=8x
时间轴 (近 20)
- 2026-06-25 ·
narrative · 提出论题：依赖DRAM（含HBM）保存上下文在agent时代不可持续 · → daily
- 2026-06-21 ·
narrative · 面临新的NAND需求层 · → daily
- 2026-06-19 ·
position · 持仓行为 · → daily
- 2026-06-19 ·
fact · owns major stake in Phison · → daily
- 2026-06-18 ·
fact · YTD涨幅 · → daily
- 2026-06-15 ·
position · 价格涨幅 · → daily
- 2026-06-12 ·
narrative · HBF杠杆程度 · → daily
- 2026-06-03 ·
narrative · NAND TAM expansion · → daily
- 2026-06-01 ·
narrative · 竞争地位 · → daily
- 2026-05-27 ·
position · 加仓 · → daily
- 2026-05-26 ·
fact · ADR价格创历史新高 · → daily
- 2026-05-26 ·
fact · 年化下季度盈利倍数 · → daily
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