The creator is waiting for the upcoming earnings report to assess if customers can absorb higher memory costs.
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The creator discusses the impact of rising memory costs on AI infrastructure spending, noting that while me...
Aug 26, 2026
The creator discusses the impact of rising memory costs on AI infrastructure spending, noting that while memory demand is high, it doesn't necessarily translate to increased AI infrastructure deployment. He analyzes Micron and Sandisk, emphasizing that technical charts currently dictate the trade readiness rather than just fundamental strength.
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The creator is monitoring the stock for a move to 1500 and then 1565.
The creator is waiting for the stock to hold 916 and reclaim 960, with a key level at 1040.
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