AMZN & GOOG Capex will make Micron moon

u/Stunning-Dig-8916 · Reddit — r/stocks · February 06, 2026 at 00:40 · ⬆ 125 pts · 💬 94 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author is bullish on Micron, arguing AMZN and GOOG capex plus upcoming earnings and investor events will drive the stock higher.

MU — LONG The author argues that capex spending from AMZN and GOOG will directly benefit Micron, driving its stock higher. Catalysts cited are Micron's March 19th earnings and February 11th investor event, which the author expects to exceed expectations and shift sentiment. The author acknowledges AI and most of tech could decline for months but believes companies actually getting paid will hold up. Main risk stated is a broader tech/AI downturn.

AMZN & GOOG Capex will make Micron moon

Score 125
Comments 94
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u/Stunning-Dig-8916 Reddit r/stocks
Hyperscaler capex and earnings to lift Micron
The author argues that capex spending from AMZN and GOOG will directly benefit Micron, driving its stock higher. Catalysts cited are Micron's March 19th earnings and February 11th investor event, which the author expects to exceed expectations and shift sentiment. The author acknowledges AI and most of tech could decline for months but believes companies actually getting paid will hold up. Main risk stated is a broader tech/AI downturn.
MU HIGH
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This Reddit post, published February 06, 2026, features u/Stunning-Dig-8916 discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Stunning-Dig-8916  · Tickers: MU