The Real Reason AI Stocks Are Crashing [PXUeuXXtSM0]
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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, Chinas memory industry, and the outlook for continued AI-related demand for chips and infrastructure.
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TIMESTAMPS
0:00 Memory Stocks Crash
3:52 Why SK Hynix Is Dumping
7:02 Leverage Fuels the Selloff
8:30 Chinas Memory Surge
12:00 ASML Rival Panic
15:47 AI Money Shifts Upstream
17:23 Open Source Misconceptions
18:56 GPUs Need More Memory
21:04 Agentic AI Drives Demand
23:08 What Investors Should Do
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RESOURCES
Josh:
Ejaaz:
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Not financial or tax advice. See our investment disclosures rickie fowler here:
Josh 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.