It is a good stock. I would call it "utility" stock in an AI cloud environment, which increases as data volume grows in storage space, like Visa stock money flow.
Thanks for the PSTG update Nick and Kasey! Always appreciated. But I noticed that you've got a guitar in the background, and was wondering "who is the musician" in the family? Is it a Bob Dylan situation? Or a Joan Jett one? I'm thinking like those old MTV Unplugged videos, Kasey singing and Nick playing (or maybe like a White Stripes vibe). Or Paul and Linda McCartney? I bet Nick's voice cracks on the high notes, so maybe scratch the whole thing! But we love y'all anyways! Rock on!
@@chipstockinvestor I got it! You guys can steal I mean BORROW the tune from "Seven Nation Army", but CHANGE the lyrics to "CHIP STOCK INVESTOOORR"! You have my permission. 🤓
Perhaps you could discuss PSTG’s proprietary edge in their software and direct connect to flash memory without any ssd controller? Is that enough of a differentiator to other competitors?
VRT provides liquid cooling and power distribution in server racks and data centers. PSTG is flash storage (think industrial sized thumb drives for servers).
@@goldengoat4938 i worked for EMC (now Dell EMC) for almost 20 years. EMC and Netapp helped pioneer flash storage, which is now a highly competitive space. Flash storage is somewhat a commodity and subject to overcapacity and cyclical trends. Chipstock, As an investor, why wouldn’t you go with a more balanced and holistic investment like Dell instead of point solutions like SMCI and PSTG? Dell practically owns the entire data center infrastructure - servers and storage, with lower valuation and more stability.
At some point Nvidia will probably have mobile GPUs ready (they already do PC and laptop). th-cam.com/video/ukbROdjPxxg/w-d-xo.htmlsi=t5hoQIQmOZy4IAFl Also Qualcomm, Arm, Apple.
@@chipstockinvestorhonest question… why invest in a commodity such as flash storage? Subject to the most cyclical part of an already cyclical industry? Subject to OEM inventory issues and pricing, Low moat, and margin pressure.
hi Nick and Kasey, could you please do a new video on STM (STMicroelectronics), i read somewhere they were contracted with Starlink, i'm wondering where that stands here in 2024. cheers!
Hi Xander, thanks for watching! There are too many IDMs like STMicro for us to cover, and the economics are just ok (like described in the last Micron video). For now we don't have time to circle around to STM.
130 price to earnings, 25 p/FCF for 10% gowth for the next few years with that average 4.7 share dilution though. Not very impressive for the valuation, no wonder why it came down.
Hi there, I don't see you as subscribed here on TH-cam, so maybe you are a member on Kofi. Can you please send me a message on that platform so we can get it sorted out?
Superb analysis! This looks like an ancillary power management and energy efficiency play, n'est pas? I'm still up on this position. I took a nibble when you initially recommended it. Great call, Kasey! I'm in it only for the colors. Let's go!!!! 🧡🧡🧡🧡🧡🧡
Subscribing to this pair is the best value on Wall Street.
Indeed!
It is a good stock. I would call it "utility" stock in an AI cloud environment, which increases as data volume grows in storage space, like Visa stock money flow.
Sharing this video! Great coverage
I was waiting this video :)
Good analysis
Great update thank you.
Awesome, love the color.
The color and branding is top notch, such a great reason to own! 😜
Thanks for the PSTG update Nick and Kasey! Always appreciated. But I noticed that you've got a guitar in the background, and was wondering "who is the musician" in the family? Is it a Bob Dylan situation? Or a Joan Jett one? I'm thinking like those old MTV Unplugged videos, Kasey singing and Nick playing (or maybe like a White Stripes vibe). Or Paul and Linda McCartney? I bet Nick's voice cracks on the high notes, so maybe scratch the whole thing! But we love y'all anyways! Rock on!
Both of us play! Kind of like a White Stripes vibe we've got going. 🎸🎸
@@chipstockinvestor I got it! You guys can steal I mean BORROW the tune from "Seven Nation Army", but CHANGE the lyrics to "CHIP STOCK INVESTOOORR"! You have my permission. 🤓
@@fivedeadlyvenoms1 that would be EPIC!
above $59 buy point @ the break of the down trend
Great insight. On my watchlist
Thank you so much
Perhaps you could discuss PSTG’s proprietary edge in their software and direct connect to flash memory without any ssd controller? Is that enough of a differentiator to other competitors?
Have you read this article from PureStorage? blog.purestorage.com/perspectives/escaping-the-ssd-trap-pure-storage-directflash-module/
Should I be concerned the PE 117?
Vrt differs from Pure, but how exactly? Thank you both for the awesome content!
VRT provides liquid cooling and power distribution in server racks and data centers. PSTG is flash storage (think industrial sized thumb drives for servers).
@@loganlasvegas The space is complex, but I really appreciate this quick one sentence clarification. Cheers Logan!
@@goldengoat4938 i worked for EMC (now Dell EMC) for almost 20 years. EMC and Netapp helped pioneer flash storage, which is now a highly competitive space. Flash storage is somewhat a commodity and subject to overcapacity and cyclical trends.
Chipstock, As an investor, why wouldn’t you go with a more balanced and holistic investment like Dell instead of point solutions like SMCI and PSTG? Dell practically owns the entire data center infrastructure - servers and storage, with lower valuation and more stability.
VRT has been an amazing investment so far, thanks to Chip Stock investor for making me aware of this company!
Is there a potential of mobile on-device GPUs/TPUs? If so, who are the leaders? Thanks
At some point Nvidia will probably have mobile GPUs ready (they already do PC and laptop). th-cam.com/video/ukbROdjPxxg/w-d-xo.htmlsi=t5hoQIQmOZy4IAFl
Also Qualcomm, Arm, Apple.
@@chipstockinvestor Thank you, you are AWESOME!
How competitive is chip memory for data centers for example Dell and NetApp seem to compete in this area among others ?
Hi Mitchell, yes it is a competitive space, did you catch the competition slide near the beginning?
@@chipstockinvestor sorry I did miss that and that slide was in fact the same list I got as well thanks
@@chipstockinvestorhonest question… why invest in a commodity such as flash storage? Subject to the most cyclical part of an already cyclical industry? Subject to OEM inventory issues and pricing, Low moat, and margin pressure.
hi Nick and Kasey, could you please do a new video on STM (STMicroelectronics), i read somewhere they were contracted with Starlink, i'm wondering where that stands here in 2024. cheers!
Hi Xander, thanks for watching! There are too many IDMs like STMicro for us to cover, and the economics are just ok (like described in the last Micron video). For now we don't have time to circle around to STM.
@@chipstockinvestor fair enough! i appreciate your response, and look forward to your next video!
More bullish on this or micron??
130 price to earnings, 25 p/FCF for 10% gowth for the next few years with that average 4.7 share dilution though. Not very impressive for the valuation, no wonder why it came down.
Nick and Kasey, I was removed from the discord. Could you please help me figure this out?
Hi there, I don't see you as subscribed here on TH-cam, so maybe you are a member on Kofi. Can you please send me a message on that platform so we can get it sorted out?
How does it compare to Seagate Technology?
Superb analysis! This looks like an ancillary power management and energy efficiency play, n'est pas? I'm still up on this position. I took a nibble when you initially recommended it. Great call, Kasey! I'm in it only for the colors. Let's go!!!! 🧡🧡🧡🧡🧡🧡
Very true, less power and heat from storage could make up a bit for all those new GPUs. Orange all the way!