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Dec 2024
22m 54s

Episode 244: Robotics Long-Term Investme...

Nicholas Rossolillo; Kasey Rossolillo
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Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage ... Show More
12m 43s
Feb 5
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Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain, discuss recent financial perform ... Show More
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Feb 4
IonQ Buys SkyWater: The Birth of a Quantum Computing Giant?
Quantum computing is evolving fast, and IonQ just made a big move by proposing a $1.8 billion acquisition of SkyWater Technology (SKYT). In this video, we break down why IonQ is moving away from the fabless model to become a "vertically integrated, full-stack quantum platform".<b ... Show More
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