NetApp is worth re-entering. x.com 

NetApp has quietly become a leader in AI infrastructure, as AI storage demand supports its data layer. While many AI names fell to their 200-day moving averages, NetApp held its dot-com-era highs, turning decades-long resistance into support. It has a strong PEG ratio, with EPS expected to grow from $8.13 to $10.52 by 2028. x.com 

NetApp looks overvalued, trading at a 32 P/E for just 12% growth. x.com 

NetApp's rerating case is tied to Alphabet's capex, made stronger by NetApp being named Google Cloud's 2026 Infrastructure Modernization Partner of the Year for Storage. The stock also broke above its descending trendline. x.com 

NetApp wins whichever AI model prevails, because every model needs secure, governed access to the same proprietary enterprise data, permissions and context. As models get cheaper and easier to swap, that data becomes more valuable. NetApp's acquisition of DataPelago adds what it calls zero copy activation, processing data where it already lives instead of copying it into a separate AI stack each time. x.com 

AI infrastructure and adjacent companies could compound for years as the boom shifts from initial infrastructure seeding to deployment across industries. The positioning list spans compute, manufacturing, networking, storage, power, software, data centers and supporting sectors, with Bloom Energy added later. Focus on real demand and bottlenecks, size for volatility and select conviction plays; some names are speculative or execution-heavy.
theprofinvestor on X theprofinvestor on X

Growth and recovery prospects make these ten stocks look inexpensive below 20x forward earnings. SK hynix, Micron and Sandisk benefit from memory and storage demand; Vistra from electricity demand; Oracle and Nvidia from AI infrastructure; Nu from banking growth and Uber from cash generation. Novo Nordisk's improving execution could make 12x attractive despite pricing pressure. Onsemi's recovery could run further as AI power efficiency matters more. x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

SanDisk's gross-margin plateau signals long-term discipline, not the cycle peak bears fear. Not squeezing customers, plus balanced capex under its NBM long-term agreement model, avoids overinvesting at the top. Investors should watch volume, not price: while big tech keeps spending and compute stays scarce, memory shortages cannot ease alone, so rising volume and the LTA price floor should grow the profit pool enormously. With buybacks, memory should rerate as essential AI infrastructure. x.com 

Kioxia is gaining NAND share as AI eats through storage, while Samsung and SK hynix shift resources to HBM. Staying focused on NAND has given it production costs 20-30% below competitors. Its quarterly operating profit hit $3.8B, passing Toyota as one of Japan's most profitable businesses, with about $15B of net income expected in 2027. Even after rising 2,000% in a year it trades at 8.9x forward earnings and is preparing a US listing. The key question is whether NAND pricing holds. x.com  x.com 

SanDisk ranks in the top 6% of the universe for its mix of attractive valuation and strong price momentum, as Dell's results strengthened expectations for sustained AI storage demand. Dell's Q2 revenue jumped 58% to $47 billion, with a record $95 billion AI backlog and FY2027 revenue guidance raised from $167 billion to $192 billion. x.com