- Entry
- $465.66
- Final
- $937.00 +101.2%
- Target
- —
- Score
- +1.00
Everyone talks about Nvidia. Nobody talks about where all that AI-generated data actually lives. Three months ago I started building a small basket, just enough skin in the game to stay sharp, around what I call the storage layer of the AI stack. Here's how I think about it. **The thesis in one line** Every AI model trains on data, outputs data, and stores data. Compute gets all the attention. Storage is the quiet infrastructure underneath it all, and it's …
— ORIGINAL POST ·
I've been building a small position in AI storage stocks for 3 months, here's why I think storage is the most overlooked layer of the AI
· r/investing
· Apr 15, 2026