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▶ 0:33 · $SKHY · $SNDK · Google May Have Popped The Bubble. But It's Actually a Good Thing (TurboQuant)

now playing · $SKHY · $SNDK

$SKHY···bullish· mediumejaaz

SK Hynix falls 6% on TurboQuant news but structural memory demand remains

Major memory provider SK Hynix dropped 6% on Google's compression breakthrough, yet speakers maintain that efficiency gains will accelerate AI adoption and increase aggregate memo…

$SNDK···bullish· mediumejaaz

SanDisk drops 7% on memory efficiency fears but long-term demand thesis intact

Memory stocks sold off on Google's TurboQuant reducing KV cache needs 6x, but the Jevons paradox effect means cheaper AI inference will expand total addressable market for memory.

$MU···bullish· mediumejaaz

Micron sells off 18% on Google TurboQuant but Jevons paradox will drive memory demand higher

Google's TurboQuant algorithm cuts LLM key-value cache memory by 6x, but speakers argue cheaper inference will unleash insatiable AI demand (Jevons paradox), increasing total memo…

$GOOGL···bullish· high· posejaaz

Edis buys more Google stock on TurboQuant breakthrough and Apple Gemini partnership

Google's TurboQuant research demonstrates research leadership; combined with TPU stack and Apple deal for Gemini distribution, Google captures value from both cloud and edge AI in…

$OPENAIneutral· mediumjosh kale

OpenAI sunsets Sora, cancels Stargate, pivots to world models for robotics

OpenAI shut down Sora video app after 6 months, canceled Stargate GPU project, and reorganized under AGI Deployment to focus on world models for robotics, but lacks Anthropic's si…

$SPCX···bullish· high· posjosh kale

Josh owns SpaceX privately, ready to buy more at rumored $2T+ IPO

SpaceX's confidential S-1 filing imminent for June IPO at over $2T valuation; Starlink monopoly plus AI chip factory (Terrafab) creates unique AI-in-space infrastructure play.

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