Kioxia (285A) just put out sensational earnings & guidance.
Very bullish validation of the NAND supercycle.I'm viewing this dip as a perfect buying opportunity to cost-avg up.Q4 FY25 (Jan-Mar 2026):- Revenue: ¥1,002.9B (QoQ +85%)- OP: ¥599.1B (margin 60%; QoQ +314%)- ASPs >2x'd QoQ; bit shipments down ~10% QoQ as planned for inventory control.- 8th-gen BiCS production now exceeds 5th-gen levels.Cash flow and balance sheet are pristine post-refinancing.Q1 Guidance (Apr-Jun 2026):- Revenue: +75% QoQ- OP: +117% QoQ; margin 74%- NP: +112% QoQ"AI inference servers driving overall NAND demand growth… interest is intensifying.""CY27: Demand anticipated to exceed supply." Memory keeps going up and up with every quarter...Pls DYOR.
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