Episode
Memory Stocks Are Crashing, Should You Buy the Dip?
- Podcast
- Milk Road Stocks
- Published
- Jul 15, 2026
- Duration seconds
- 2915
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/milk-road-radio15/episodes/Memory-Stocks-Are-Crashing--Should-You-Buy-the-Dip-e3m4bjg
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Summary
In today’s AI Rollup, we break down whether the recent sell-off in memory stocks, NeoClouds, and AI infrastructure changes the long-term investment thesis, or strengthens it. We also discuss why Apple could quietly become one of the biggest winners of the AI agent revolution, how falling token costs could actually increase AI demand, and why Wall Street may still be underestimating the amount of compute, memory, and data center capacity the AI boom will require. ~~~~ 🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF! ~~~~~ 🌐 Ready for the next wave of tokenization? See how Securitize is leading it! 🚀 Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests Vincent: https://x.com/WhiteCollarExit Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The informat…