The creator prefers SK Hynix as a company and the HBM leader, but acknowledges Micron's US government support, suggesting owning both memory companies.
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Micron Earnings: Is MU Still a Buy? | Market Update | Live Q&A
Oct 4, 2026
The creator discusses the recent jobs report and its counterintuitive positive impact on the stock market, as it signals a potential pause in Fed rate hikes. The creator also expresses a general dislike for investing in consumer brands, using Nike as an example of a well-known brand whose stock has significantly underperformed.
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Broadcom's strong earnings are mentioned as part of the positive trend supporting the AI narrative.
Nvidia was mentioned as a comparison point for Micron's margins, with Micron now reporting higher margins than Nvidia.
Tesla had some positive news this week, and the creator wonders if electric cars will regain popularity due to gas prices.
The creator dislikes investing in consumer brands like Nike, citing its significant stock price decline from all-time highs as a prime example.
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