The RAM AI Podcast

When a stock triples in a year, the natural reaction is that you've missed it. But price alone is incomplete information. In this episode, we break down two time-tested investment frameworks — Peter Lynch's PEG ratio and Stanley Druckenmiller's macro discipline — and apply them to four stocks at the heart of the AI infrastructure build: Micron, Sandisk, Corning and Coherent. The conclusion may surprise you: some of these names are still undervalued by the standards of investors who've been doing this for decades. Others have already priced in the destination.

Is this 1999 all over again? Everyone says so. But when you actually look at the numbers, the comparison falls apart — and the real risks are somewhere else entirely. In this episode, we break down why NVIDIA isn't Cisco, why Costco's valuation should make every bubble-caller pause, and what the actual warning signs look like. Two hosts, two perspectives. One thinks the bubble talk is lazy. The other thinks the bulls are getting dangerously complacent. You decide.

Falling per-token costs aren't reducing AI infrastructure spend — they're accelerating it. In this episode, we break down why Jevons Paradox is playing out in real time across the AI supply chain, and what the input signals — from DRAM pricing to transformer lead times — are telling us about where this goes next.We cover: why agentic AI workloads consume 5-30x more tokens per task than chatbots, the seven upstream signals all moving in the same direction, and three companies positioned across the full stack from silicon to switchgear — Marvell Technology (MRVL), Micron Technology (MU), and IES Holdings (IESC). Plus, how Peter Lynch's PEG ratio framework screens in this environment.This is not investment advice. Visit m3iresearch.com for methodology and full disclaimers.

Daily geopolitical and macro risk intelligence for investors. M3I Research runs real-time scoring models covering war risk, market turbulence, shipping disruption, and conflict resolution probability — all distilled into a single Score of Scores updated every 3 hours. Each episode breaks down the latest model outputs, scenario probabilities, and market impact. 5 out of 5 confirmed predictions since the US-Iran conflict began. Not financial advice. Live scores at m3iresearch.com. Written analysis at m3iresearch.substack.com.