Episode

Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26

Podcast: The Exchange
Published: Jul 28, 2026
Duration seconds: 2646
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Summary

Ukrainian President Zelenskyy and Israeli Prime Minister meeting separately with President Trump at the White House as the wars in Iran and Ukraine become more entwined. Susquehanna’s Mehdi Hosseini says memory prices are nearing a ceiling, and that leadership in the space will come down to ‘hand-to-hand combat’ now that the ‘easy money’ has been made. Plus, Gabelli Co-CIO Chris Marangi’s under-the-radar AI trade.