The Memory Selloff: Record Profits, Collapsing Stocks

In the Loop AI · Jul 30, 2026 · 26m · transcript

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, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.

------

🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒

https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless

------

🌌 LIMITLESS HQ ⬇️

EMAIL US: info@limitless.fm

NEWSLETTER: https://limitlessft.substack.com/

FOLLOW ON X…