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
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