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Which podcasts are discussing SNDK?
20 ATTRIBUTED IDEAS · 18 EPISODES · 10 SHOWS
The shows
Animal Spirits
CNBC Fast Money
Real Vision Daily Briefing
The Alpha Exchange
The Compound and Friends
WSJ What's News
Bloomberg Surveillance
Commodity Culture
Excess Returns
The Options Insider Radio Network
Where the discussion went deepest
23 JUN23 JUNCNBC FAST MONEY · 00:54
Overbought semiconductor trade pulls back sharply
“The sharp drop in semiconductor and memory stocks is framed as a long-overdue valuation pullback in an overbought sector rather than a breakdown in core demand.”
Memory Losses Hit Tech… And Will Oil Prices Drop Even Further? 6/23/26
Core thesis · 5/5Verify in source →
5 AUG1W AGOCNBC FAST MONEY · 33:00
Memory stock rally faces supply glut fears
“The bearish case raised was that stellar earnings from Western Digital and Sandisk were overshadowed by fears that easy supply additions could flip the current memory shortage into a future glut.”
What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
In depth · 4/5Verify in source →
31 JUL2W AGOTHE ALPHA EXCHANGE · 25:00
Leveraged ETF mechanics create unstable feedback loops
“The host argued that leveraged ETFs, through their daily rebalancing requirements, create mechanical buying in rising markets and selling in falling markets, amplifying volatility and creating unstable feedback loops, particularly in high-volatility sectors like semiconductors.”
The Market Disregards Correlation
In depth · 4/5Verify in source →
30 JUL2W AGOCOMMODITY CULTURE · 12:00
Mega-cap tech concentration hides bear market
“The speaker argued that the stock market is experiencing a severe stealth bear market masked only by the high market-cap weighting of seven tech names.”
Bert Dohmen: War, Famine and a 90% Market Crash Ahead - 'Worse Than the 1930s'
In depth · 4/5Verify in source →
29 JUL2W AGOANIMAL SPIRITS · 02:18
Semis sell off while software rebounds
“The market experienced a massive single-day rotation out of extended semiconductor and AI infrastructure names into software stocks, signaling internal market rebalancing rather than a broad-based crash.”
45 Million Rich Households (EP. 475)
In depth · 4/5Verify in source →
27 JUL2W AGOCNBC FAST MONEY · 05:17
Downside risk remains in memory and semis
“Memory and semiconductor stocks face deep pullbacks due to rapid Chinese capacity expansion and exhaustion from excess valuation runs.”
Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26
In depth · 4/5Verify in source →
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