Race to the Top: Kioxia and AI

Kioxia is rapidly approaching the title of Japan's most valuable company, driven by the AI NAND/HBM memory cycle. Goldman Sachs identifies Kioxia and Softbank as key high-beta vehicles for AI sector exposure.

Key Takeaways

• 1.Kioxia has experienced exponential growth since its 2024 IPO and is nearing Toyota's valuation to become Japan's most valuable company.
• 2.Kioxia and Softbank are presented as the primary 'winners' for high-beta exposure to the AI hardware and software race.
• 3.The report suggests Call Spread vs Put (CSvP) derivative structures for both Kioxia (285A.T) and Softbank (9984.T) for exposure.

Table of Contents

• STATE OF OREGON
• CONVENTIONS
• PLANNING

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