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Oct 28, 2026: 7 influencers on GOOGL, GEV, MU

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NaNa说美股STX
希捷科技无论护城河还是估值都比不上另外几个同行，并不是押注存储行业的最佳选择。
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美股仙人（全网吹存第一人）MSFT
感谢微软吧，没有微软，今天就是世界毁灭。微软成为这个黑暗中唯一的光了。Buy the dip，长期持有。
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Let's Talk Money! with Joseph Hogue, CFAMU
Micron Technology ticker MU benefiting from that surge in demand for high bandwidth memory essential for the advanced AI accelerators.
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JukanAMD
Aletheia is the best research house. Their industry intelligence is truly impressive: Anthropic increased its AMD GPU orders for 2028 to 3 GW, and OpenAI raised its 2026–2028 AMD deployments from 6 GW to 8–9 GW.
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