Did the Easter Bunny Steal 12 Tons of KitKats?

In this episode, the team discusses a volatile start toApril, breaking down the dramatic 25% sell-off in memory stocks like Micron following Google’s breakthrough ‘TurboQuant’ research. The team explores the deepening supply chain crisis in the Middle East, where damage to Qatari helium facilities and the closure of the Strait of Hormuz threaten global semiconductor manufacturing and could push Brent crude toward $160 a barrel. Finally, we cover major moves in the corporate landscape, including the historic SpaceX IPO filing, McCormick’s complex "behemoth" merger with Unilever Food, and Tesla’s disappointing Q1 delivery miss. This podcast is prepared and distributed by AMI Asset Management (AMI), an SEC-registered investmentadviser (registration does not imply a certain level of skill or training). The information contained herein, and the opinions expressed are those of AMI as of the date of writing, prepared solely for general informational and discussionpurposes. The information contained in this podcast has been compiled by AMI from sources believed to be reliable; however, AMI does not make any representation as to their accuracy, completeness or correctness and does notaccept liability for any loss arising from the use hereof. Such information and opinions are subject to change without notice due to changes in market or economic conditions and may not necessarily come to pass. References to specific securities are not intended as recommendations of said securities. Please note that some of the securities mentioned may be held in an AMI strategy or in personal accounts. The reader should not assume that any investments in securities, sectors and markets identified or described were orwill be profitable. Investing entails risks, including possible loss of principal. Past performance is not a guide to future performance and future returns are not guaranteed. The investment strategies referenced may not be suitable or appropriate for all investors depending on their specificinvestment objectives and financial situation and potential investors should consult with their own financial professional before determining whether to invest in the strategy.