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Unhedged — The chip and memory stock frenzy
Buzzing ratingBUZZING· 77%24m·2026-05-28·Money

The chip and memory stock frenzy

Unhedged

Are chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the rally in chip and memory stocks. Also they go long a stalemate in the Middle East and long the fracas surrounding the new Ferrari. For a free…

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77%
BUZZING

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