Memory Is The Next AI Bottleneck. Here's The Trade | Ep 38
Futurum Equities Podcast
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57m
In Episode 38 of Futurum Equities, Daniel Newman and Shay Boloor break down the real chokepoint behind the next leg of the AI trade, what it means for Nvidia, the hyperscalers, and the power/infra names quietly winning the buildout — plus the tape action, earnings setups, and stock calls driving the week.
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