Shay Boloor(@StockSavvyShay):$AMZN raised 2026 cash capex to $220B as higher memory costs add ~$20B while capacity still falls short of demand through 2027. Management called 2028 demand “striking” and said spending only follows visible customer demand. So freaking bullish for $MU, $SKHY and $SNDK

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.07.30 21:28

$AMZN raised 2026 cash capex to $220B as higher memory costs add ~$20B while capacity still falls short of demand through 2027. Management called 2028 demand “striking” and said spending only follows visible customer demand. So freaking bullish for $MU, $SKHY and $SNDK