Elon Musk stated that Micron gave Tesla a 'significant' allocation of memory chips, suggesting Tesla is securing crucial components for future production.
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The creator discusses the current downturn in AI stocks, highlighting that the issue is not a lack of deman...
Jul 24, 2026
The creator discusses the current downturn in AI stocks, highlighting that the issue is not a lack of demand but rather supply constraints and stretched valuations. They are investing $200,000 into Micron (MU) on the dip, citing strong analyst buy ratings and a positive outlook for memory demand.
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SK Hynix CEO expects the worst memory shortage in 2027, with demand outstripping supply beyond 2030, indicating strong future demand for memory chips.
Intel posted its strongest revenue growth in 15 years with data center revenue up 59%, yet the stock sold off, highlighting a market disconnect.
Google reported record earnings with its cloud segment growing 82%, but the stock still fell 7%, indicating a disconnect between performance and market reaction.
The creator is buying $200,000 of Micron on the dip, citing strong AI demand and supply constraints in the memory sector as reasons for potential upside.
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MUbuy opened Jul 24, 2026
+5.90%