Amazon is noted for using free cash flow for AI infrastructure build-out, but the creator implies this might be a less optimal use of capital compared to share buybacks.
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The creator discusses the AI dip and their investment in the Roundhill Memory ETF (DRAM). They highlight th...
Jul 8, 2026
The creator discusses the AI dip and their investment in the Roundhill Memory ETF (DRAM). They highlight the strong performance and future revenue projections of memory suppliers like Samsung and Micron, citing their significant contracts and share repurchases as reasons for a bullish outlook. The creator plans to buy more shares of these companies over the next 6-24 months.
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Meta is mentioned as pausing stock buyback programs to focus on capital expenditures for AI, indicating a shift in capital allocation rather than a direct investment recommendation.
Alphabet is mentioned as a company pivoting to a massive equity raise to fund AI infrastructure and cloud capacity, suggesting a bullish outlook on its AI investments.
The creator is buying Micron Technology due to its strong revenue growth, significant contracts with hyperscalers, and planned share repurchases, expecting continued growth in AI-driven memory demand.
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MUbuy opened Jul 8, 2026
-3.95%