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QBAK

Qualstar (OTC: QBAK). Tape library OEM. Covered alongside Quantum in the tape write-ups.

QMCO

Tape Stocks' AI Upside

Two pure-play tape stocks just caught the AI tailwind. Tape sales doubled q/q at one. The dilution math is the catch.

by Fajasy
May 6, 2026
QMCO

The AI Archive Layer

Magnetic tape is overlooked in the AI infra value chain, and within storage itself, even though tape is where archival data sits.

by Fajasy
Apr 22, 2026

Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.

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