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Which podcasts are discussing WDC?
33 ATTRIBUTED IDEAS · 32 EPISODES · 9 SHOWS
The shows
CNBC Fast Money
The Compound and Friends
Animal Spirits
Prof G Markets
Real Vision Daily Briefing
Thoughtful Money
Bloomberg Surveillance
Commodity Culture
Wealthion - Be Financially Resilient
Where the discussion went deepest
6 AUG6D AGOCNBC FAST MONEY · 22:00
Hyperscalers favored over semis on HBM bottleneck
“The thesis argued was that the severe shortage of high-bandwidth memory (HBM) is a major bottleneck for AI chip production, making hyperscale cloud providers (who control budgets) a better investment than semiconductor makers facing cooling growth rates.”
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
Core thesis · 5/5Verify in source →
14 JUL14 JULTHOUGHTFUL MONEY · 00:00
AI capex gap signals earnings bubble collapse
“A severe earnings bubble in tech AI suppliers and hyperscalers risks a steep market drawdown as massive capital expenditures fail to generate expected returns.”
Get Ready For A.I.-Mageddon · with Fred Hickey
Core thesis · 5/5Verify in source →
14 JUL14 JULPROF G MARKETS · 10:35
Leveraged ETFs amplify South Korea chip volatility
“Extreme retail leverage and single-stock leveraged ETFs tracking SK Hynix and Samsung have created pro-cyclical fragility in South Korean equity markets.”
Apple Just Declared War On OpenAI · with Alex Kantrowitz
Core thesis · 5/5Verify in source →
25 JUN25 JUNCNBC FAST MONEY · 01:05
Memory supply crunch squeezes device manufacturer margins
“The bull case for memory and storage makers comes at the direct expense of consumer device and hardware producers facing severe margin pressure and demand destruction.”
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Core thesis · 5/5Verify in source →
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 →
22 APR22 APRREAL VISION DAILY BRIEFING · 07:15
AI memory demand justifies massive capacity expansion
“The bull case argued: Massive investments by memory makers like SK Hynix's $13B new plant are justified by structural, immediate demand from AI, edge compute, and robotics, suggesting the rally in memory stocks is fundamentally supported.”
How REKT Drinks Runs On AI
Core thesis · 5/5Verify in source →
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