Uploaded March 2026 | Updated September 2026, 1 week ago

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AI isn’t just driving Nvidia — it’s creating a massive memory shortage that’s reshaping the entire chip industry. In this episode, we break down why companies like Micron suddenly have pricing power, why margins could spike, and how AI demand is crowding out consumer players like Corsair. We also unpack a hard investing lesson: even when your thesis is right, external supply shocks can crush the trade. Winners, losers, and what this AI-driven anomaly could mean for memory stocks going forward.

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