Hard drive makers find second life from AI
The guest presented hard drive companies as an example of 'life cycle change,' where the AI-driven demand for data storage has revitalized a seemingly mature industry.
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The story so far
CONTESTED · 525 MENTIONS · 135 EPISODES · 50 SHOWS
21 JUL 2026 — 15 AUG 2026 · TODAY
466 SUPPORT · 57 CHALLENGE · 2 REPEAT
- OPTIMAL FINANCE DAILY
53 EPISODES BETWEEN · 227 MENTIONS · 75 NOT KEPT
- 75 EPISODES NOT SHOWN
- THE TWENTY MINUTE VC · 10 MENTIONS
- Secondary market liquidity at historic highs
- Potential Series A/B orphan company value
- DPI velocity trumps potential future multiples
- Discipline versus fund size in venture
- AI and compute driving healthcare breakthroughs
- A $1B valuation as the new Series A
- AI platform shift disrupts incumbents
- Google in pole position on AI context
- Applied AI as a value theme ahead of momentum
- AI drives productivity, not mass unemployment
- SMARTERMARKETS · 5 MENTIONS
- PLANET MICROCAP PODCAST · 3 MENTIONS
- THOUGHTFUL MONEY · 8 MENTIONS
- Factor rotation model outperforming market
- Recent rotation: mega-cap adds, value trims
- GDX vs Gold analysis for relative value
- Portfolio rebalancing amid stretched moves
- Market consolidation washed out excesses
- Leverage and options increase market volatility
- Oil price spike seen as transitory inflation risk
- Japan's yen defense not a major Treasury sell-off
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 5 MENTIONS
- UNCHAINED · 9 MENTIONS
- DeFi vaults' risk must be understood, not eliminated
- Evaluating vault curators by history and expertise
- Vaults as on-chain financial product infrastructure
- Regulatory attention on vaults is inevitable and good
- Degens as beta testers for on-chain infrastructure
- On-chain lending as vaults' current PMF
- Enterprise distribution is the right path for DeFi
- Veda's differentiators: history, scale, and tech
- Stream Finance incident led to risk recalibration
- THOUGHTFUL MONEY
- THE BEST EVER CRE SHOW · 7 MENTIONS
- Stretch senior loans as a pref alternative
- Middle-market multifamily lending as a scalable opportunity
- Private real estate credit as a superior business model
- Real estate credit funds as sellable businesses
- Relationship investing compounds enterprise value
- Developer fee misalignment as a lending risk
- PREF equity's role in today's stalled deals
- PROF G MARKETS · 2 MENTIONS
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- REAL VISION DAILY BRIEFING
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THE LONG VIEW · 6 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 3 MENTIONS
- THE BEST EVER CRE SHOW · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- ANIMAL SPIRITS
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY · 13 MENTIONS
- S&P breakout gap signals bullish follow-through
- Easier to call market bottoms than tops
- April buy signals project S&P upside
- Market turning points are non-random signals
- Cluster of April buy signals projects 15%+ S&P gains
- S&P 500's positive divergence signals bullish turn
- Position long after July correction
- Cycle dates pinpoint market turning points
- Market breadth divergence a caution flag · CHALLENGES
- Crash lows in SOX, KOSPI likely to be retested · CHALLENGES
- Exhaustive gaps signal panic buying, not impulse · CHALLENGES
- SOX intraday low violation as a crash signal · CHALLENGES
- Market background ripe for a major top · CHALLENGES
- THE DIVIDEND CAFE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS · 5 MENTIONS
- PROF G MARKETS
- THE ALPHA EXCHANGE · 9 MENTIONS
- Diversify return drivers, not just asset classes
- Trend following hedges slow bear markets
- Volatility risk premium as persistent return source
- Passive investing & pod shops increase fragility · CHALLENGES
- Portfolio overlay targets robust alpha with tail protection
- Endowment model's need for stable, high-single-digit returns
- Collateralized put writing as lower-risk S&P 500 proxy
- Commodity momentum and carry as powerful factors
- Systematic risk management avoids leverage blow-ups
- BLOOMBERG SURVEILLANCE · 4 MENTIONS
- THE RATIONAL REMINDER PODCAST · 3 MENTIONS
- COMMODITY CULTURE · 4 MENTIONS
- THE JULIA LA ROCHE SHOW · 7 MENTIONS
- Fractal math points to $3,600 gold bottom
- Central banks provide asymmetric floor for gold
- Gold as a hedge for both inflation and deflation
- Flat mining output against rising demand
- Iran war a losing game of chicken for US
- Debasement trade narrative is 'nonsense'
- Gold's 50% drawdowns are part of the bull cycle
- BANKLESS · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- BLOOMBERG SURVEILLANCE · 4 MENTIONS
- MACROVOICES · 9 MENTIONS
- Asset allocation in speculation regime
- Nasdaq short positioning vs S&P/Dow longs
- Gold driven by China's debt debasement
- Oil structurally stressed with room to $90
- Gold breakout needs to hold on dips
- Oil to rise on mean-reverting gold-oil ratio
- Front-end vs long-end bond positioning split
- US 10-year yields could test 6% · CHALLENGES
- Fed tightening cycle has months to go · CHALLENGES
- THE DIVIDEND CAFE · 2 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK · 8 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 5 MENTIONS
- ODD LOTS · 5 MENTIONS
- THE BEST EVER CRE SHOW · 5 MENTIONS
- PROF G MARKETS · 8 MENTIONS
- Billionaire wealth triples Gilded Age concentration
- Wealth tax as a functional revenue tool
- Tax cuts as primary engine of wealth concentration
- Extreme wealth concentration harms market function
- Wealth tax as a catalyst for broader reform
- Inequality corrodes the social contract
- Extreme wealth concentration as a threat to democracy
- California's one-time billionaire tax design
- THE MEB FABER SHOW · 12 MENTIONS
- High cash allocation for optionality
- Reduce US equity concentration, add Japan/EM
- Hamiltonian economics as a multi-decade regime shift
- US electrical infrastructure multi-decade boom
- Commodity basket for electrification metals
- Secular shift: bonds are confiscation, gold is duration
- AI's fiscal snake-eating-its-tail problem
- Debasement trade: real rates must fall secularly
- Bitcoin benefits from the debasement regime
- Stocks soar in dollars, lag in real terms
- Gold as the essential real-return anchor
- Long-term Treasury bonds as a real-return destroyer
- COMMODITY CULTURE · 3 MENTIONS
- THE COMPOUND AND FRIENDS · 4 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 7 MENTIONS
- Post-COVID economy still ringing from shock
- Post-WWII Grand Bargain on trade is dead
- Hormuz disruption a long-term structural shock
- Oil price volatility is market price discovery
- Market adaptation masks upstream production crisis
- Flows as a new geopolitical risk factor
- Well restarts post-shutdown are uncertain
- AFFORD ANYTHING · 3 MENTIONS
- BLOOMBERG SURVEILLANCE · 8 MENTIONS
- AI growth narrative persists despite rotation
- Trend deterioration signals exit, not picking tops
- Jackson Hole key for Fed reaction function clarity
- Position sizing as the secret sauce
- Energy trade remains confusing, whippy
- AI is disinflationary, akin to late 90s productivity
- AI trade vacillates between infrastructure and ROI
- Market risk is earnings growth slowdown
- YET ANOTHER VALUE PODCAST
- WHAT BITCOIN DID · 3 MENTIONS
- EXCESS RETURNS · 6 MENTIONS
- BLOOMBERG SURVEILLANCE · 3 MENTIONS
- MOTLEY FOOL MONEY
- WSJ WHAT'S NEWS
- MASTERS IN BUSINESS · 8 MENTIONS
- Invest in change, not just growth
- AI capex overbuild will be absorbed
- Hard drive makers find second life from AI · THIS IDEA
- AI's societal benefits are overlooked
- AI shifts IT spending value to hardware
- AI bubble talk is wildly overblown
- Compute shortage caps AI growth, extends cycle
- Alger's growth investing defined by change
- MARKETPLACE · 2 MENTIONS
- THOUGHTFUL MONEY · 3 MENTIONS
- TOP TRADERS UNPLUGGED
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD