Quicksuite

Tracking AI, semiconductors & market-moving tech.

Focused on asymmetric opportunities, macro trends and the future of infrastructure.

🇩🇪🚀

[Quicksuite @Quick_Suite]

@otigart 100% agree!

[Quicksuite @Quick_Suite]

@YodaStockInvest $MU

[Quicksuite @Quick_Suite]

$TSLA 🫂 $MU

[Quicksuite @Quick_Suite]

ALPHABET SEES FY CAPEX $195B TO $205B, SAW $180B TO $190B 🔥

[Quicksuite @Quick_Suite]

$GOOGL raising capex. Again.

Alphabet is putting even more money into AI infrastructure — and management already flagged 2027 will be bigger still. This isn’t a one-time bump. It’s a compounding spending cycle with no ceiling in sight.

Demand is outrunning what they can even build.

Every dollar of that increase flows straight into the semiconductor supply chain: compute, memory, networking, packaging.

$MU — HBM is the bottleneck of this entire cycle. Tighter supply, more pricing power, every single quarter.

Shorts are betting on “AI capex fatigue.” Hyperscalers keep doing the opposite — spend more, beat, spend even more. That’s not fatigue. That’s acceleration.

When the leader in this space raises capex again, semis don’t shrug it off — they reprice. The flywheel doesn’t care about your bear thesis.

[Quicksuite @Quick_Suite]

@DiligentPlane YES

[Quicksuite @Quick_Suite]

@NotA_Bull Capex will be slightly increased ❤️‍🩹

[Quicksuite @Quick_Suite]

@DiegoSmithz88u @jimcramer @tim_cook @WarrenBuffett @MrBeast True story being true!

[Quicksuite @Quick_Suite]

Prediction: $GOOG ’s capex increase will send $MU up $1000 in after-hours trading today!

[Quicksuite @Quick_Suite]

What have I said? $MU 🚨

[Quicksuite @Quick_Suite]

Double-digit memory week incoming despite hyperscaler earnings kick-off. Sharp drops can bounce back just as sharply! $MU $SNDK $SKHY

[Quicksuite @Quick_Suite]

@_HalalTrader_ What’s your PT until mid of August?

[Quicksuite @Quick_Suite]

@ulfposh

[Quicksuite @Quick_Suite]

@WheelieInvestor Most bearish I have ever heard 😮‍💨😂

[Quicksuite @Quick_Suite]

@fuelkek Buy more $MU

[Quicksuite @Quick_Suite]

Double-digit memory week incoming despite hyperscaler earnings kick-off. Sharp drops can bounce back just as sharply! $MU $SNDK $SKHY

[Quicksuite @Quick_Suite]

@fabinulleins 100% Zustimmung! Vor den Earnings im September wird es ein neues ATH geben.

[Quicksuite @Quick_Suite]

@Mapago9 $MU

[Quicksuite @Quick_Suite]

Memory stocks have erased their pre-market losses. Have been China memory chips already forbidden? 🌝

[Quicksuite @Quick_Suite]

Quick Memory Stocks Update (MU, SNDK, WDC, STX & Co.)

The semiconductor memory sector (DRAM, HBM for AI, NAND storage) has been extremely volatile but remains fundamentally strong thanks to relentless AI demand.

Key driver: Micron’s blockbuster Q3 2026 earnings (late June) massively beat expectations and triggered a sharp rally across memory names. SanDisk, Western Digital, and others followed higher.

Recent action: Early July brought profit-taking and some weakness (partly linked to SK Hynix’s big Nasdaq offering). However, losses were frequently erased quickly in pre-market or early trading on buy-the-dip interest and positive news — for example, Meta’s multi-year flash storage deals that confirmed ongoing hyperscaler demand.

Outlook: Supply shortages are still expected to persist well into 2027–2028. Long-term contracts are locking in revenue and margins for the big players. The structural AI-driven tightness hasn’t changed.

After the massive YTD gains, short-term swings are normal — but the underlying story stays bullish.

[Quicksuite @Quick_Suite]

U.S. June Inflation Comes in Below Expectations

• Headline CPI rose 3.5% year over year versus 3.8% expected and fell 0.4% month over month versus 0.0% expected.
• Core CPI rose 2.6% year over year versus 2.9% expected.
• Core CPI was unchanged month over month versus a 0.2% increase expected.