▶ 2:15 · Memory & Storage · HBM structural shift breaks memory's historical boom-bust cycle

episode briefing

If You Missed Sandisk, These AI Memory Stocks are Next

2026-05-13 · 11 company · 5 thematic

sentiment

6 bull3 bear2 neu

speakers

25-year Silicon Valley veteran. Joined Facebook/Meta in 2008, scaled data centers, Oculus, Instagram, built FAIR. Left to found Gigascale Capital ($250M fund) betting on atoms over bits: energy, robotics, manufacturing, defense. Portfolio includes Panthalassa, Heron Power, Radiant Nuclear, Form Energy.

josh kale

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

ejaaz

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