# Memory Could Be the Last Great Investment of this AI Cycle

Page: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/memory-could-be-the-last-great-investment-of-this-ai-cycle
Text version: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/memory-could-be-the-last-great-investment-of-this-ai-cycle.md
Podcast: [Limitless: An AI Podcast](https://stenobird.com/podcast/limitless-an-ai-podcast-7326914)
Published: 2026-05-13T11:44:52+00:00
Episode link: https://share.transistor.fm/s/8a8d9315
Audio file: https://media.transistor.fm/8a8d9315/fd02485c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/memory-could-be-the-last-great-investment-of-this-ai-cycle
Duration seconds: 1494

## Resource

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

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## Transcript

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