KawzInvests Weighs a Return to Memory Stocks After Full CPO Bet

BlockBeats reported on Aug. 9 that KawzInvests (@KawzInvests), a fast-rising U.S. equity researcher on X, is publicly weighing a return to memory stocks. In his post, he said he sold all his memory positions months ago and went all-in on CPO concept stocks. Now that the weekend is turning bearish on memory, he sees that as a reason to get interested. He compares the setup to optics two weeks ago, when the timeline panicked over imagined capex cuts. KawzInvests has 100,000 followers and mostly covers AI infrastructure, optical communications and small-cap growth. His framework combines supply-chain position, order clues, partnerships, management changes, M&A potential and valuation rerating room. The account became known for calling AAOI: he turned bullish late last year with the stock near $30, and it later jumped above $220. His earlier move was a full exit; now the crowd is bearish and he is interested. He did not name specific memory tickers in the post.