We explore the opportunity in AI memory. Why this flash sale won't last. How memory impacts AI capabilities and the underestimated demand. Rin Narakornpijit, a co-portfolio manager at Kasikorn Asset Management, shares her insights in this podcast episode. Links to YouTube and Apple podcast, as well as other ideas: <a href="https://fatalpha.substack.com" target="_blank" rel="ugc noopener noreferrer">⁠https://fatalpha.substack.com</a>

We explore the opportunity in AI memory. Why this flash sale won't last. How memory impacts AI capabilities and the underestimated demand. Rin Narakornpijit, a co-portfolio manager at Kasikorn Asset Management, shares her insights in this podcast episode. Links to YouTube and Apple podcast, as well as other ideas: ⁠https://fatalpha.substack.com

We explore the opportunity in AI memory. Why this flash sale won't last. How memory impacts AI capabilities and the underestimated demand. Rin Narakornpijit, a co-portfolio manager at Kasikorn Asset Management, shares her insights in this podcast episode. Links to YouTube and Apple podcast, as well as other ideas: <a href="https://fatalpha.substack.com" rel="noopener noreferrer">⁠https://fatalpha.substack.com</a>

AI Memory at 5x P/E: Why this won't last

No fluff, just ideas. Sophocles and his guests discuss interesting stock ideas from around the world. The goal is to have meaningful discussions by getting into the numbers and better understanding the opportunity. Thank you for joining us. This podcast is being made available for educational purposes only and should not be used for any other purpose. The full disclaimer is at the end of each podcast episode. See the latest episodes: ⁠fatalpha.com/podcast⁠

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AI Memory at 5x P/E: Why this won't last

AI Memory at 5x P/E: Why this won't last