$DRAM Beat Down | Eyes on Fed

JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat down: SanDisk and Micron charts, China's CXMT memory push, and whether Micron looks like a bubble at about 7x forward earnings. Also covered: bank earnings from JPMorgan, Goldman and Citi, the Broadcom CEO's comments, how NASDAQ options dealers are positioned into big tech earnings, Fermi's TensorWave and AMD news, and two small-cap ideas, AirJoule (AIRJ) and ICU. Timestamps: 0:00 Intro 0:16 Cold open 0:47 Welcome: JFDI and Father of Trades 1:04 Eyes on the Fed: would more hikes be healthy? 2:15 Back-to-back hikes in history and the O'Neil warning 3:36 Why can't rates and stocks rise together? 4:04 The DRAM beat down: SanDisk and Micron charts 4:28 China's CXMT memory push 7:07 Is Micron a bubble at a 7x forward PE? 8:15 Bank earnings: JPMorgan, Goldman, Citi 8:48 The Broadcom CEO comments 9:57 Positioning into big tech earnings and NASDAQ dealers 11:11 Fermi up 22%: TensorWave and AMD 12:33 Next trades: AirJoule (AIRJ), water from air 15:42 ICU: a $14M micro-cap dialysis play 18:19 Daily Stack stock leaderboard preview 19:22 Wrap-up and sponsor: Ledn This podcast is powered by Scanley, AI visibility for banks and credit unions. Get your 1st month free with code DAILYSTACK at https://meetscanley.com Taking a BTC loan? Our friends at Ledn are offering .25% off their lowest rates with our link: https://www.ledn.io/partner/dailystack Listen and follow The Daily Stack: Spotify: https://open.spotify.com/show/0JQzqfVmkKiXuwSA6hyoDs Apple Podcasts: https://podcasts.apple.com/us/podcast/the-daily-stack/id1831884653 Website: https://dailystackhq.com X: https://x.com/dailystackHQ Not financial advice.