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explaining why a toilet company was one of the best AI investments of the year 🚽📈 NOTE: not financial advice, do your own research. This is just an explanation of the tech 🧠 AI needs massive amounts of NAND memory (the storage chips in your phone and every data center) 🏗️ To make NAND, you drill billions of ultra-thin holes through hundreds of stacked layers using cryogenic plasma 🪤 Holding the wafer still during that process requires a precision ceramic component - Toto’s specialty since 1988 🚽 Their ceramics business is <10% of revenue but ~40% of operating profit #ai #Tech #todayilearned #sciencefacts #LearnOnTikTok