The Memory Selloff: Record Profits, Collapsing Stocks

Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings. We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless------🌌 LIMITLESS HQ ⬇️EMAIL US:            [email protected]:    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 Stocks Crash3:52 Why SK Hynix Is Dumping7:02 Leverage Fuels the Selloff8:30 China’s Memory Surge12:00 ASML Rival Panic15:47 AI Money Shifts Upstream17:23 Open Source Misconceptions18:56 GPUs Need More Memory21:04 Agentic AI Drives Demand23:08 What Investors Should Do------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.