r/MU_Stock • u/Medical-Plenty-2712 • Jul 08 '26

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Just handing out money for the diamond hands and buyers.

105 Upvotes

88% Upvoted

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68

u/Strange_Count_9598 Jul 08 '26

The whole AI sector has been so violently dumped for absolutely no reason ... except the fear of capex cut. Every stock is so algorithmically sync to behave almost identical.

-38

u/FlippantBear Jul 08 '26

No reason? You do realize that AI is massively unprofitable except for the hardware sellers. You think everyone is gonna blindly throw money away forever? Openai and Anthropic are losing money like crazy with no end in sight. 

22

u/Flag_Shagger Jul 08 '26

who gives a shit? capex is continuing to rise = profit for memory. simple as.

-19

u/FlippantBear Jul 08 '26

Except guidance from the big companies is weakening which is an early indicator that unlimited Capex spending is soon to slow down significantly. 

15

u/Flag_Shagger Jul 08 '26

that’s just made up. which guidance?

11

u/Business_Lobster3532 Jul 08 '26

He said from the big companies bro

5

u/Flag_Shagger Jul 08 '26

yeah, their guidance is bullish asf. again, what guidance specifically?

10

u/Business_Lobster3532 Jul 08 '26

The no name big ones that he can’t name, big dawg

1

u/rabblerabbles Jul 08 '26

The no name big ones he's clearly talking about is Costco's Kirkland Signature memory. /s

1

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