Investing Experts cover image

AI spending surge, contrarian take on tech stocks

Investing Experts

00:00

Memory and Storage as Long-Term AI Plays

Why are Micron, Seagate, and Western Digital crucial for AI? Sara outlines HBM demand, Hammer/SMR tech, and rising storage needs from AI-generated data.

Play episode from 33:11
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