AI Memory "New Oil?" Noah Kann on Upside Potential in MU & Related Stocks

What this episode covers

There's still plenty of room for AI memory stocks to run, both in the U.S. and abroad, says Noah Kann. He touches on the low valuations in companies like Micron (MU) in the U.S. and Samsung overseas, making them attractive to private firms with dry powder. Noah touches on policy risks with potential to throw a wrench into the memory supply chain. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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