AI Rally Pressure Points

This market still looks unstoppable on the surface. Underneath it, the big story is tighter memory, expensive compute, crowded positioning, and a growing fight over who gets to control AI's next layer.Micron and the memory squeezeThe AI rally and crowded momentumApple's AI resetNvidia, CPUs, and export riskAI economics and infrastructure bottlenecksRegulation, ethics, and controlPayments and agentic commerceConsumer resilience and earnings riskOil, rates, and defensive allocationsQuick hitsThis podcast was created with Podkey. Make your own at https://podkey.fm