Micron is a direct order book for the memory trade, benefiting from the increased demand driven by Google's spending plans.
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The creator discusses Google's recent earnings report, highlighting strong revenue and cloud growth, but no...
Jul 23, 2026
The creator discusses Google's recent earnings report, highlighting strong revenue and cloud growth, but notes the stock fell due to increased AI spending plans. The creator suggests that this increased spending benefits companies like Nebius and Micron, which provide cloud infrastructure and memory solutions, respectively, and that Google's stock was punished for its spending while these other companies are poised to benefit.
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Nebius is positioned to benefit from Google's increased spending on cloud infrastructure and compute capacity.
Google's stock fell 5% despite strong earnings due to increased AI spending plans, which the creator views as a reason to hold the stock.