Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap
The AI Investor PodcastShow Notes
Austin and Eric are together again for another episode of The AI Investor Podcast. The duo tackle a number of topics surrounding memory this week, including whether or not it's too late to invest in memory, an update on Nvidia, the growth of Micron and what a historic eight-week run might mean for the rest of 2026 and beyond. 1:00 - Market remains hot 12:30 - Memory margins 14:00 Micron growth 22:20 - ACN Research 24:40 - ONTO 26:30 - Globalfoundries 51:00 - Earnings 44:30 - Parker-Han...
More from The AI Investor Podcast
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View...
Special Discount For Our Listeners: If you enjoy this episode with Doomberg, we recommend becoming a member. The team at Doomberg has set aside a discounted rate exclusively for 24/7 Wall St. readers — it isn't available on their main page. You can access the special promo here: https://247wallst.com/go/doomberg Natural gas at the Waha hub in West Texas has traded below zero this year, and Doomberg says gas that cheap is what the AI buildout will run on. Austin Smith of 24/7 Wall St's AI I...
Is robotics and automation the next massive trillion-dollar AI investment boom? In this episode of The AI Investor Podcast, Eric Bleeker breaks down why physical AI and advanced robotics have taken longer to commercialize than many early predictors expected, but why the sector is one rich with investment opportunities now more than ever. Eric provides a potential game plan to ensure you don't miss out on this investment opportunity, and includes several stocks he believes are worth adding to...
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View...
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance. AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View...