MICRON & SK HYNIX Are About To SHOCK Wall Street!

So when it comes to memory stocks, Micron, SKHX, SanDisk, all of them, there is a major major disconnect between the price of the stock and the business opportunity that is at hand for these stocks and this obviously goes over into the semiconductor space, AMD, uh you know, Nvidia, Intel and pretty much pervasive across the entire AI stack. There is a disconnect and that disconnect is what is hurting the price and the opportunity right now in the memory socks stock sector and we're going to talk about that and we're going to jump into this and I'm going to explain to you the outlook for Micron and SKHIX for the remainder of August in this video as well as we're going to cover everything else you need to know so that you understand the real opportunity here. Okay. So, if you haven't already done so, please hit that subscribe that like. I'm trying to grow this this channel and grow this community. So, look, this is this is what grabbed my attention. Tech stock investors have a $1 trillion problem that will not improve until at least 2028. And this title goes to the heart of what it is that I'm talking about. And these are narratives and themes that I've been talking about. You remember in the last couple of weeks, yeah, really last three weeks, four weeks, there was this narrative that would not go away. And it was where everybody was worried about capital expenditures from the hyperscalers. um talk you know what they were spending on their AI compute platform buildout and it was pummeling and it was hitting all these stocks especially Micron, SKH, Nvidia, AMD and we have to kind of look at that because that is to me the heart of the disconnect is that investors in pretty much any given company but especially investors who are investing in Google, Meta, Amazon, Microsoft they don't like the fact that these companies are spending a tremendous amount of money and here's the hyperscalers uh capex expenditures and you can see that they are going up dramatically and they are going to you know go up and you can just see that and the fact of the matter is is that the stock investors the people that own stock in these companies don't like this but yet it's a double-edged sword because if these companies were not building out their AI compute platforms then the stockholders would be looking at them why aren't you building out your platform they just don't want them to spend any money for it bottom line. And it's the companies like Micron and Skhinx that we know that essentially are selling, I call them the picks and shovels here, right? The the the absolute essential components, memory, semiconductors, you know, from, you know, all the other things uh that are necessary and they're the ones getting where all the money is going to. uh you know and beyond this capital expenditures look like they're going to exceed cash flow from operations for the next couple of years. That's huge because like we saw with Google in their latest earnings report, this is the first time that Google in a quarter ever ever u spent more than they had coming in with free cash flow and it was about $6 billion in that quarter alone and Google's stock got pummeled for the for it and because they raised their capital expenditure forecast things of this nature. But this is the disconnect, okay? is that stock investors in these companies don't want this. And then it bled over into into the price of Micron and SKH and all these others because then it was like well these companies are overvalued these companies are this when is this is the capital expenditure money is going to slow down and so forth and so on. and all of that rhetoric and that narrative and all those themes were just swirling in July and a lot of that added up to impact all of our stocks. For example, you can see Micron in the last month was down 18% basically in the month of July. SK Honix was down about 17%. SanDisk in the month of July was down 28%. Now there's still dramatically you know positive returns on the like in the last three months. Uh six months you can see sky is up 112%. Uh six months this is not going to show here because obviously skonics just started show just started trading in the United States but the six months here Micron is up 112%. But the but the the the bottom line here is that tech stock investors on both sides were getting hit by all this. Now this goes to the heart of the disconnect. This goes to heart of what we're talking about. And this graphic I built here for you, I wanted to really kind of show this to you. So at the very top, the big disconnect, stock prices say AI AI hype is fading. Memory stocks have gone too far. Capital expenditures are going to slow down. The big scalers are not going to spend this or this or this. And and essentially there was a sell first ask questions later fallout that we saw in the month of July. But look, the business fundamentals say memory shortage remains. In fact, it's getting worse, if you will. We all know that data center AI data center spending continues. Bottom line, not slowing down. Capital expenditures not slowing down. Customers are paying those higher prices because they have to have the memory chips to go into their products. GM, Ford, Apple, you name it. AI data centers have to have this. Nvidia, Intel, so forth. Margins remain exceedingly strong. Skinx missed on their last earnings call. They did. Okay. Micron did not. Demand still does outpace supply though. Bottom line. And so the fundamentals remain extremely bullish. And if we look in August, what we have to get past is this massive disconnect. tech stock investors have to be okay the fact that there's a$1 trillion dollar problem that's not going to improve until at least 2028. And that one trillion dollar problem is the fact that 2027 capital expenditures estimates have jumped from 929 billion to over 1 trillion. They have it's not going away. And so investors have to get okay with this. Wall Street has to get okay with this and the messaging around this has to get okay with this. There has to be a fundamental shift and a fundamental change in this in the fact that AI spending is here to stay. Memory shortage is here to stay and that memory still the business fundamentals are the same. AI memory demand is exploding. The memory shortage has not disappeared. AI infrastructure spending keeps climbing. All of that is the same as it was a month ago. It is not changed. But yet we saw Micron drop 18%. We saw SKHIX drop 20% in the last month because of this disconnect. If we look out in August, what we need to see happen is we need to see them recover. We need to see them, you know, go back up. And I think we are going to see Wall Street get shocked. We need to shock Wall Street into the fact that this is not going to change. We need to continue to see strong earnings from companies like AMD, which I think they're on tap to to uh report this uh coming week. And if we look specifically and and other other companies, right, we need to continue to see AI spending, which we are, by the way, every single hyperscalers reported, every single one of them addressed capex expenditures and essentially said we are not slowing down. We are not going to not spend on this and we are going to continue to spend this money. Bottom line. Okay. Micron specifically outlook looks very very bullish. We know all these things guys. Okay. So if we look at and we kind of zoom in on this. Let me move it in this lower lefthand corner where you see Micron. Okay. Is that all of these things are still in play. HBN production is largely committed. Yes, it is. Strong pricing power. Absolutely. Prices have gone up. Expanding margins and margin because the prices are going up. Margins are continuing to go up as well. Gross margin, profit margin. There is significant Wall Street optimism around Micron. Nothing has fundamentally changed. It is the emotional disconnect and the panic around again AI capex capex expenditures all that which is not going to go away. That's what's interesting to me. It's like it hadn't changed. Which is why guys I haven't sold my Micron. I've been buying Micron been buying SKHEX. SKH Highix has an August outlook of very very bullish leader in HBM. Again, re record record revenue profitability did miss a little bit. Did have a little bit of a negative earnings call. We know this. Again, I'm not worried about them from a long-term standpoint. Um SanDisk is a little bit more volatile. It's moved a little bit more. We've seen that. Um and got a little bit of negative kind of scenario playing out around SanDisk right now in the last four or five days. Uh we'll see how that kind of continues to develop. Samsung monolithic company. Memory is a fairly, you know, I wouldn't say it's small, but it is a it is not not a small, but it is they do a lot more than just memory is what I'm trying to say. Um and I think they continue to do what they're doing. And again, it's very bullish. Look, this is what's interesting, okay, is that all of the major memory players, nothing has changed, okay? And the August outlook's really, really good. But also you have to factor in when you when you're talking about kind of what what we're seeing play out in the market is all these external factors, emotional pressure, panic selling, um narratives and themes from the financial sector that will not go away. The continued trotting out if you will of the old, you know, memory is cyclical, capex expenditures are just, oh my god, they're going to get to be too high. Guys, everybody knows these numbers. They do. So why is it that we continue to see these stocks get punished in July? they got punished because I think again of that major disconnect that we see and what I'm hopeful here is that AI investors on for from the gamut the investors that own the hyperscalers the investors all the way to the investors that own you know the different companies in the AI stack memory semiconductor cabling energy production what have what have you is that we all kind of have to understand the game. And I think what we got last week from the earnings reports from all of the hyperscalers to me does give us hopefully okay positive and stable firm footing. So maybe we can put this capex expenditure debate and rhetoric and all that kind of stuff and the fear and uncertainty around that behind us. Because here's what it comes down to. And I want to I want to go back to this title is that tech stock investors have a $1 trillion problem. I don't think it's a problem, but they have they have to digest this and be okay with the fact that hyperscalers are going to continue to spend even more money going into 2028. Period. And be okay with it. Because I'll take you back to something I said at the top of the video. If these companies weren't spending on this, their stockholders would be looking at them going, "Why are you not spending on AI compute buildout? You are not going to be proactive. You're not, you know, you're not reacting to the market." And so forth and so on, right? The market stockholders, Wall Street would be crushing them if they were not developing and deploying AI products to sell to their respective company customers. Google, Microsoft, Meta, Amazon, Oracle, right? Bottom line. And that's what it comes down to. So that's what's that's what's interesting to me about this whole equation. It's like you want them to to have these products, but you just don't want them to spend any money. And and that's just not reasonable. And that's where we have to get past this. And again I think being memory stockholders which again I own AMD, Nvidia, Intel and all those as well but this is a memory specific video. I think we are positioned long term we are fine. Do we have volatility in the short term? Yes we do 100%. Because the narratives and the themes and the rhetoric and the fear and the uncertainty have not gone away yet. And by the way there's a new one now. It's the circular financing thing where, you know, when Nvidia came out and announced a $250 billion investment in uh in Open AI, one of their data centers, okay? And that was a, you know, like, oh, no, circular financing be, okay? You know, I mean, it's all there's always going to be something for them to pick at and to look at. And I mean, I'm not minimizing that that's a large sum of money. Um, you know, but it's a circular financing thing. All right, so that's what I got for you. Uh, look, hey, if you want help making even more money trading stocks, this is the way to do it. If you want to know when to buy and sell every every one of your favorite stocks to make even more money, this is an example. This is a trading indicator that I have built, spent $30,000, hired a dev team to do it for me, and I use this software every single day. So, you see this is down down here in the lower left. That's a buy alert all the way to a sell alerts. And there was other buy and sell alerts. 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