Kim Forrest

Kim Forrest, Chief Investment Officer at Boca Capital Partners, dives into the evolving memory market, highlighting Micron's strategic positioning amid the surge in AI-driven demand. She discusses rising memory prices and the pivotal role of DRAM in AI infrastructure. The conversation also touches on Oracle’s data center financing challenges and the broader implications for investors in this rapidly changing tech landscape. With insights on balancing risks and opportunities, Forrest provides a compelling view of the future of tech investments.