25 juni 2026
39 min
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We break down why Micron's jaw-dropping quarterly earnings completely shattered Wall Street's consensus, how the explosive demand for High Bandwidth Memory (HBM) is rewriting the rules of tech hardware pricing, and why the standard memory boom-and-bust cycle has officially been broken.Melvin joins the show to explain why major hyperscalers are locked in a desperate "fomo" land grab to legally secure physical capacity, how the relentless rollout of autonomous AI agents is consuming ungodly amounts of memory behind the scenes, and why structural constraints mean a true supply catch-up won't arrive for years.
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🚀 Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0
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🔧 Tools & Channels🥛
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✊ Follow Milk Road on Social Media:
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai
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🎙 GUEST INFO 🎙
Melvin: https://x.com/MelvinInvests
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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