$Amazon.com(AMZN)$ dropped sharply because of its 200 billion capex, but I don't see how that affects $Micron Technology(MU)$ negatively. All major companies are increasing capex spending for AI, and memory is the bottleneck.
$Amazon.com(AMZN)$ dropped sharply because of its 200 billion capex, but I don't see how that affects $Micron Technology(MU)$ negatively. All major companies are increasing capex spending for AI, and memory is the bottleneck.
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