Memory Could Be the Last Great Investment of this AI Cycle

There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 Memory Companies5:03 Inference Demand6:52 Supply Constraints10:58 Key Players14:55 Market Conditions20:04 Forecasting23:31 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠