Latest / Blue Collar and Boujie
Ground Turth - The Chip Wall
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
For the first time, Boujie crashes Wade's show. Boujie gave the memory chip rally fifteen seconds on Friday. This week he came back to make Wade defend it for an hour — and to ask the question Wade doesn't usually ask: has the market already priced a recovery faster than the physical world can actually deliver one?
WHAT'S IN THIS EPISODE
The Handoff — Boujie's fifteen-second Friday mention (Sandisk, Micron, "renewed AI infrastructure enthusiasm") becomes the episode's starting question…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.