THE PICKS AND SHOVELS

from BID/ASK Hosted by Rhaul Nasa

EVERYONE IS BUYING THE GOLD RUSH. WE'RE BUYING THE SHOVELS. IN THIS EPISODE WE GO ONE LAYER BENEATH THE HBM AND PHOTONICS NAMES EVERYONE IS ALREADY IN AND MAP THE SUPPLY CHAIN PLAYS THE MARKET HASN'T FULLY PRICED. PACKAGING. SUBSTRATES. THERMAL. BONDING EQUIPMENT. THE INVISIBLE RACK THAT MAKES THE WHOLE MACHINE RUN.

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THE PICKS AND SHOVELS

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How long is this episode of BID/ASK?

This episode is 51 minutes long.

When was this BID/ASK episode published?

This episode was published on May 28, 2026.

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