{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"The Memory Selloff: Record Profits, Collapsing Stocks","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/4c3d7734\"></iframe>","width":"100%","height":180,"duration":1584,"description":"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. \nWe also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.\n------\n🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒\nhttps://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless\n------\n🌌 LIMITLESS HQ ⬇️\nEMAIL US:            info@limitless.fm\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 Memory Stocks Crash\n3:52 Why SK Hynix Is Dumping\n7:02 Leverage Fuels the Selloff\n8:30 China’s Memory Surge\n12:00 ASML Rival Panic\n15:47 AI Money Shifts Upstream\n17:23 Open Source Misconceptions\n18:56 GPUs Need More Memory\n21:04 Agentic AI Drives Demand\n23:08 What Investors Should Do\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh 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.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}