Amazon's earnings report is anticipated, with a potential for significant stock movement if they do not increase capex, which could further boost AI stocks.
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This Is EXACTLY Why AI Stocks Are Exploding Today (Micron, AMD, Sandisk, & More)
Jul 30, 2026
The creator discusses a significant surge in AI-related stocks, including Nvidia, Micron, AMD, Intel, Applied Materials, SanDisk, Dell, Western Digital, and Microsoft. They highlight a 42% gain on a recent SanDisk trade and a 16% gain on a Microsoft position. The creator theorizes that the rally is driven by a combination of factors, including a potential bottoming out of the South Korean stock market (Cospi), which heavily influences memory stocks like SK Hynix and Samsung, and subsequently impacts companies like AMD, Micron, and SanDisk.
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Apple's upcoming earnings report is highlighted as a factor that could impact the AI trade, with the creator planning to cover it live.
Samsung is mentioned as a memory stock directly tied to the performance of other semiconductor companies like AMD and Micron.
Lam Research (LRCX) is up 21% as part of a significant rally in AI stocks.
Intel is up 13% as part of a broader AI stock rally.
Microsoft is up 15% following its earnings report, and the creator has invested $2,000 which is already up 16%.
Western Digital is mentioned as being up today as part of the AI stock rally.
Dell is mentioned as being up today as part of the AI stock rally.
Applied Materials is up 15% as part of a broader AI stock rally.
SanDisk (SNDK) is up 22%, with the creator highlighting a recent successful 42% gain trade closed out within 12 hours.
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