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The creator discusses Micron's recent stock performance, which has fallen 20% in a month, and questions whe...
Aug 4, 2026
The creator discusses Micron's recent stock performance, which has fallen 20% in a month, and questions whether the memory cycle has peaked. They analyze AI demand, supply dynamics, and Micron's valuation, referencing data from Moomoo to assess the situation and potential for future upside.
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Meta Platforms (META) is increasing capital expenditures and R&D spending, indicating strong AI investment and supporting memory demand, but potential guidance weakening could signal a cycle change.
Microsoft (MSFT) is increasing capital expenditures and R&D spending, indicating strong AI investment and supporting memory demand, but potential guidance weakening could signal a cycle change.
The creator is monitoring Micron's fundamentals and memory cycle indicators to determine if the recent selloff is a buying opportunity or a sign of a peak.
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