『Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap』のカバーアート

Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap

Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap

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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-Hannifin Corporation

If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

To follow our portfolio: https://247wallst.com/aiportfolio/

To follow Eric on X: https://x.com/bleekertech

Submit your questions: questions@247wallst.com

Subscribe on YouTube: https://www.youtube.com/@247wallst.

Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.

The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

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