The memory trade

Jan 7, 2026 · 5m 40s
The memory trade
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Micron (MU), Sandisk (SNDK), https://seekingalpha.com/news/4537040-micron-sandisk-memory-stocks-continue-to-soar-amid-ai-demand?source=wsb_podcast:the_memory_trade continue to soar amid AI demand. (00:24) Chinese officials https://seekingalpha.com/news/4537184-chinese-officials-review-metas-2b-acquisition-of-ai-startup-manus---ft?source=wsb_podcast:the_memory_trade Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app https://seekingalpha.com/news/4537182-chat-app-discord-confidentially-files-for-an-ipo---report?source=wsb_podcast:the_memory_trade confidentially...

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Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)

Episode transcripts seekingalpha.com/wsb.

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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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