What BWB - Business With Brian said in this video:
- Otherpositive for stockslong-termSK Hynix is the host's canary for memory: posting its best-ever quarter while exposed to both the China and helium threats signals the industry's strength is real.Source
- MUbullishlong-termThe host is constructive on Micron: the only US maker of both HBM and DRAM, holding $12.7B of non-cancelable customer prepayments, with the lowest PEG of the group.Source
- SNDKneutralmid-termThe host is cautious on Sandisk: flash is the first layer expected to loosen, and the company's own long-term plan only calls for teens growth, warranting medium-to-low confidence.Source
- WDCbullishlong-termThe host likes Western Digital as pure pricing power: no new hard drive factories are being built and it ships 22% more storage at 28% higher prices, though he caps confidence at medium.Source
- STXbullishlong-termThe host is positive on Seagate: most data center drives are pre-sold through 2028 with some cloud deals to 2030, though the rich valuation at 18 times forward earnings is the weak spot.Source
- AI Capexpositive for stocksmid-termThe host reads AI capex as accelerating: Microsoft says demand still outruns supply and Google more than doubled spending with further significant increases planned, much of it flowing into memory.Source
- GOOGLneutrallong-termThe host notes Alphabet's PEG sits above one and that Wall Street punished it for doubling capex — a valuation observation without a directional call.Source