Earn Your Leisure The Next Big AI Company Investors NEED to Know About!
Nov 26, 2025
The podcast dives into the shifting landscape of AI power, spotlighting a crucial company that could challenge Nvidia's dominance. It highlights Google's innovative strategies and how its TPU technology offers unique advantages in the cloud space. The discussion also covers memory stocks, especially the significance of SanDisk’s recent S&P 500 inclusion amidst global flash shortages. Insights into Nvidia's robust market strategy and the implications for investors looking to capitalize on the AI boom round out this captivating conversation.
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AI Stack Mapped To A Body
- Rashad Bilal maps AI infrastructure to a human body to reveal underappreciated component roles like valves and memory.
- This framework highlights smaller firms (e.g., Fabronet, SanDisk) as critical enablers of the AI stack.
Finding SanDisk After The Spinoff
- Rashad describes discovering SanDisk as Western Digital's spun-off flash business and researching its chart after it went public in February.
- He sold the thesis that flash/SSD demand would surge and noted SanDisk's quick S&P 500 addition and price run.
Follow Hyperscaler Partnerships
- Check a company's hyperscaler partnerships first to gauge durable CapEx demand and revenue runway.
- If you see three or more major hyperscalers involved, prioritize the idea because the CapEx follow-through is likely.
