Episode
Memory Could Be the Last Great Investment of this AI Cycle
- Podcast
- Limitless: An AI Podcast
- Published
- May 13, 2026
- Duration seconds
- 1494
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/8a8d9315
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Summary
There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Memory Companies 5:03 Inference Demand 6:52 Supply Constraints 10:58 Key Players 14:55 Market Conditions 20:04 Forecasting 23:31 Closing ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures