Maggie Lake Talking Markets  cover image

Episode 120: The Shopping List for 2026

Maggie Lake Talking Markets

00:00

AI cracks and memory-chip dynamics

Thomas discusses cracks in the AI narrative, DRAM pricing moves and shorts in Western Digital and Seagate.

Play episode from 25:42
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app