Episode
The Memory Selloff: Record Profits, Collapsing Stocks
- Podcast
- Limitless: An AI Podcast
- Published
- Jul 30, 2026
- Duration seconds
- 1584
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/4c3d7734
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Summary
Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings. We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure. ------ 🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒 https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------ 🌌 LIMITLESS HQ ⬇️ EMAIL US: [email protected] 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 Stocks Crash 3:52 Why SK Hynix Is Dumping 7:02 Leverage Fuels the Selloff 8:30 China’s Memory Surge 12:00 ASML Rival Panic 15:47 AI Money Shifts Upstream 17:23 Open Source Misconceptions 18:56 GPUs Need More Memory 21:04 Agentic AI Drives Demand 23:08 What Investors Should Do ------ 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 Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.