← Back to dashboard
Share
1100%
r/wallstreetbets
Next MU and Sandisk
Investor summaryBearish
Author believes the memory boom is over and AI capex is hurting Mag 7 stocks, seeking the next big investment theme.
Bear points
- The memory boom era is almost over.
- AI capex concerns are currently massacring tech stocks.
Post body
During Mag 7 earnings calls in a few weeks, their CEOs will most likely touch on the market's most sensitive topic: AI capex. It has been massacring their stocks for months, and shareholders are growing sick and tired of it.
With the memory boom era almost over, what's the next hot thing? I want to be an early bird. Please don't try to mention your heavy bags here. Than you
Discussion · top comments
No comment snapshot fetched for this post yet.