Latest / Black Box Theory Podcast
SanDisk, Apple, and the Memory Boom Nobody Priced For
Memory cycles are supposed to be cyclical. This one hasn't been acting like it. In this clip we get into what that did to the stocks — and what kind of ETF even belongs in a tape like this.
Malcolm and Thomas break down the abnormality of the current memory boom and the stock growth around names like SanDisk and Apple: the kind of run that doesn't look like the old cycle. Then they get into how unpredictable that makes the next move, why "safe" still has a job, and Roundhill's more unusual ETF offerings — vehicles built for a market that doesn't always fit the textbook. If the last investing…
The skinny
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