NVDA and MU trader says Google earnings point to even more AI capex
JOBhakdi · x · 2026-07-23
The poster says he is adding to $NVDA because $GOOG earnings point to even more capex ahead. He is also staying constructive on $MU, though with slightly more caution, and is rolling short puts while keeping them 2%+ out of the money as a risk buffer.
He says the setup still looks “too bullish,” but notes he is starting to worry above $1,000 because of lingering AI shock risk, including Anthropic revenue.
Related event: Tech Giants' AI Capex Triggers Market Selloff(7 posts)→
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