The New Villian in Tech

Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar.

Travis Hoium, Jon Quast, and Lou Whiteman discuss:

- AI, The Villian

- Why Memory Costs Hit Apple

- Who Says “Enough”?

- Is There Rationality in Tech?

- Disruptive or Sustaining Innovation

- Stock on our Radar

Companies discussed: Tractor Supply (TSCO), Lockheed Martin (LMT), Apple (AAPL), Micron (MU), NVIDIA (NVDA).

Host: Travis Hoium

Guests: Jon Quast, Lou Whiteman

Engineer: Dan Boyd

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