MICRON & SK HYNIX HOLDERS: The Next 24 Hours Could Change EVERYTHING!

All right. So, as a fellow Micron holder and SKH Highix holder, I own them right there with you. I want to make you aware of something that's happening in about the next 24 hours or so, depending upon when you're watching this video. Uh, that could change everything. So, this event is set to go off uh on Wednesday after the bell closes. And you need to know about this because this is a big big big thing that's going to test pretty much all memory as far as Micron SKHX, but it's also going to test everything in kind of the AI sector, all the chips, everything else because all eyes are going to be on this as it relates to AI. And I'm going to share this with you. Before I do, kind of looks like I'm in a prison, doesn't it? Well, I'm trying to find good places to record. I am actually in um Veil. And uh so yeah, so that's where I'm at. uh the last trip for myself and my family before we got to get back to school for my son. Um so all that kind of stuff. So let's get into this. So I apologize for any any kind of audio or video issues. So let's talk about where we're at right now. Okay. So I'm going to share with you what this event here in just a minute. Uh and I promise I'll get to this and this is important. So stay till that. Okay. So we've got Micron up really really uh nice up 9.3% up $81 back up to $946. I want to show you where we're at on the NASDAQ. The NASDAQ's up 285 and the Dow's up 260. Uh similarly for uh SKHEX up 10.3% up $1570 uh so forth up to 166. Okay, so let's talk about what we're what's playing out. So I want to talk to you about something that's already happened. Uh and that was General Motors reported their earnings um earlier this week. Okay. Um and so General Motors, the fact that they came in and their earnings uh beat expectations actually has something to do with the AI sector, Micron, SanDisk, SK Linux. What it really came came down to is the fact that uh there was some concern albeit unwarranted that General Motors might have some issues associated with higher pricing associated with uh quite frankly maybe even some memory uh you know the the memory price for all the chips that go into their products um and and I were looking at that. So the fact that their memory chip guidance and the fact that they they have come out and said they are going to be layering in you know even more of Micron's chips into their products into their vehicles all that is good stuff but it's the guidance and it's the fact that General Motors did beat expectations that is essentially a good news scenario. Now uh let's talk about kind of what we're seeing playing out in the overall AI memory space before I get to what I want to share with you. what we got to be work be looking at for what's going to be coming on uh Wednesday uh after the bell closes. You always need to understand, look, here's what I want I want to explain to you is that there's always going to be these narratives and these themes coming out around, you know, is the AI bubble going to burst? Is uh you all all the orders of Micron and to an extent SK is going to dry up overnight? All these kind of things. And I've talked to you guys in a lot of videos about the fact that that is simply not going to happen. Remember, Micron has 16 strategic customer agreements. Those are in place though. Those are with companies like General Motors and Ford. They're not going to stop buying those chips. And again, this the General Motors beating expectation scenario is is is valid because you need to understand that capex expenditures are going to continue. They are going to continue. Now, here's what I want to shift your thinking. This is what we're talking about that's going to be playing out in the next 24 hours. What is going to be what are we looking at? We're looking at Google parent Alphabet to report Q2 earnings after the bell tomorrow, Wednesday. And this is a test of the AI stock space. Why? It is simply this. It is the fact that if Alphabet comes out and says anything related to rising costs associated with with expenditures and those are going to start eroding margins, that's not good. Secondly, if they say anything uh associated with rising costs or andor capex expenditures are going to start slowing down. That's the biggie because I've been talking to you guys about that for a while. That really right now in my opinion is the only thing that is going to dramatically from a negative catalyst standpoint impact Micron Skhinx AMD Nvidia Intel all of them, by the way, is if they say if if they come out and essentially say, "Hey, we have to slow down what we're spending on our AI platform, our AI infrastructure buildout." And if we hear that from Google, Microsoft, Meta or Amazon, the four hyperscalers, that is a bad thing. Now, am I expecting that to happen? No, I am not. In fact, this article talks about the fact that um let me show you right here. Alphabet Alphabets Google like its AI rivals are under constant pressure to release ever more powerful AI models. Any delay could give a challenger the space it needs to outmaneuver the con the the competition. Remember um Google has their Gemini and they have delayed it. They've delayed Gemini 3.5 Pro model over concerns related to its quote capabilities compared to other leading models. They're basically saying they don't feel that right now what they currently have for Google Gemini 3 3.5 Pro is as good as say other you know models like maybe Claude or what have you. Okay. So Google did push back. They said quote we're shipping quickly across a wide range of models. while keeping them highly cost-ffective for customers. Um, you know, we're currently testing 3.5 Pro and upgraded flash model and other models. Partners will prod productively engage with the US government. Um, and that's what I really want to stress to you. Look at look at what the pressure that Alphabet/Google is under to deliver these models. They are not going to slow capex expenditures because I have said this before, it is an arms race, especially at the hyperscaler level. Meta uh Microsoft, Amazon, Google, it's an arms race. It is. And they cannot slow down. And the fact that all eyes are on this, I don't I don't expect them to come out and say anything about the reduction of capex dollars because it's the reduction of capex dollars that is going to impact Micron, SKHEX, AMD, Nvidia because that's going to send send a signal that those dollars are going to stop flowing to the Microns and SKH and AMDs and Nvidia and Intels and so forth of the world. That's what everybody's worried about. But if you really look at what if you look at it from the other side, if you look at what Google has to do, look at the product Google has to deliver, look at what they have to deliver to their customers to continue to be relevant in the AI space, they cannot slow down. They cannot stop. And and by the way, they're going to make a lot of money, you know, from this over a period of time. Um, let me show you. There was an artic there was a piece right here. So this talks about the expectations for what Alphabet's going to deliver. You can pause if you want to read that. It's this I want you to look at. Google's cloud platform GCP revenue should hit 22.4 billion up 64% from 3.1 13.6 billion in Q2 of 25. GCP has been a major growth driver for Alphabet over the past several quarters as customers have leaned into the company's AI offerings. Again, they can't stop Google. Alphabet. I always call them Google because you know Alphabet I mean you get my point. Alphabet can't stop. They simply can't. And that's what I want you to understand. And that's why I want you to to be aware of this. That's why I wanted to make this video because this is a major test if you will and all eyes are going to be on this as far as what Alphabet reports in their earnings but more importantly what they say and if they say anything about those capex cap capex dollar reduction capex spend reduction that's point of concern. Do I expect that? No. Because look at what I just showed you. It showed you the fact that their business, Google, their business hinges on GCP, the Google Cloud Platform on a go forward basis. It does. It's not the only component of their business, but it's one of the it's it's the one that everybody's paying attention to, and they don't want their stock to take a hit massively. They can't come out and say, "We're reducing those capex spends." Okay? So, I just again, I think it's relevant. And so, we do have a 20 and so be aware and keep an eye on this. I will come back to you and let you know what what happens if you haven't already done so. Please hit that subscribe, hit that like button. I'd greatly appreciate it. Um, you know, and everything. We'll just keep an eye on it for you. But again, we got a good day going right now. Micron's up 10% now and SK Hinx is up 11%. Good day for all of us who are owning those stocks. Okay, before I let you go, I want to give you an opportunity to make even more money trading stocks. Here's what it is. This is a really simple way to know when to buy and when to sell. the perfect time to buy and perfect time to sell Micron SKHX or by the way AMD as an example any stock you want. This is what the software does. See this little green box? That's a buy alert. And see this red box a circle? That's a sell alert. Now there were other buy and sell alerts along the way. 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