Has Memory Bottomed?

This week, with memory stocks down 30-40% from the highs, we ask whether memory has bottomed. We discuss why AI bailed out the everything bubble and why this bubble is different, the George Soros model of why a bubble comes back bigger the second time, why only 2.2% of US households pay for AI and why that means we're in inning one, the $26 billion Korean margin-call wipeout and what it tells you about sentiment, why nobody wins the US-China AI arms race except the components makers, the Saudi nuclear deal and looking where nobody else is looking, why the latest Iran escalation won't derail markets, and why gold looks phenomenal here while crypto may have finally bottomed. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(00:32) Save Everything In Your 20s: The Bleecker Street Lesson

(07:01) How AI Bailed Out The Everything Bubble

(10:15) Has Memory Bottomed?

(13:51) Only 2.2% Pay For AI: We're In Inning One

(19:36) $26B Wiped Out: The Korea Margin-Call Warning

(23:42) The US-China Model Arms Race (And How To Trade It)

(28:26) Bombing Iran Again: Why Markets Don't Care

(42:02) Gold Looks Phenomenal & Crypto May Have Bottomed

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.