- Entry
- $379.40
- Final
- $1,048.51 +176.4%
- Target
- —
- Score
- +1.00
WEVE BEEN JUDGING STORAGE WITH TECH INCORRECTLY. The reason GOOG, MSFT, ETC are having large capital expenditures is because they need to fulfill the growing demand for memory and storage. This is fueled by AI, they will bite the bullet now because in the end if they stay on top once the semiconductor prices drop down towards the end of the decade. The AI ship will be running smoothly and much cheaper. These companies can’t slow down or else they …
— ORIGINAL POST ·
Large Capex from companies is gonna boost Memory & Storage stocks
· r/stocks
· Feb 4, 2026