What the hell is going on with tech valuations? Nick Rossolillo joins us to break down the trillion-dollar AI infrastructure cycle and why "commodity" hardware is running wild.
02:04 Chip Stock Investor Process
05:00 AI Trade Big Picture
06:18 Hyperscaler CapEx Wave
10:24 Who Pays For AI
11:16 AI Beyond Consumers
16:58 Valuations And Risk
22:40 Memory Stocks Spotlight
26:13 Is Memory A Commodity
28:21 Upgrade Cycles And Stickiness
32:00 Making Memory Less Commodity
35:04 OPEC Analogy Supply Control
36:43 Flash Memory Challengers
38:52 Apple Micron China DRAM
39:56 Portfolio and Research Ads
41:44 Power Generation Constraints
44:03 AI Labs and IPO Rumors
45:57 LLM Risks and Regulation
52:24 SpaceX Valuation Debate
57:52 Where to Find Nick
Companies mentioned: AMD, AMZN, ASML, MU, ORCL, QS, RKLB, TSLA
Check out https://chipstockinvestor.com
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