Large Capex from companies is gonna boost Memory & Storage stocks

Original Reddit post

Author argues that massive hyperscaler capex is driven by AI memory and storage demand, making memory/storage names bullish.

MU — LONG The author argues that large capital expenditures by Google, Microsoft and other hyperscalers are driven by growing demand for memory and storage fueled by AI. Because these companies cannot slow down without falling behind, the spending will continue and benefit memory producers. The author is fully bullish on Micron as one of the primary beneficiaries, with the thesis playing out as semiconductor prices eventually decline toward the end of the decade.

Fully bullish for Micron, Western Digital, SK Hynix, Samsung, Sandisk, Seagate.

WDC — LONG The author argues that large capital expenditures by Google, Microsoft and other hyperscalers are driven by growing demand for memory and storage fueled by AI. Because these companies cannot slow down without falling behind, the spending will continue and benefit storage producers. The author is fully bullish on Western Digital as one of the primary beneficiaries, with the thesis playing out as semiconductor prices eventually decline toward the end of the decade.

Fully bullish for Micron, Western Digital, SK Hynix, Samsung, Sandisk, Seagate.

STX — LONG The author argues that large capital expenditures by Google, Microsoft and other hyperscalers are driven by growing demand for memory and storage fueled by AI. Because these companies cannot slow down without falling behind, the spending will continue and benefit storage producers. The author is fully bullish on Seagate as one of the primary beneficiaries, with the thesis playing out as semiconductor prices eventually decline toward the end of the decade.

Fully bullish for Micron, Western Digital, SK Hynix, Samsung, Sandisk, Seagate.