What the hell is going on with tech valuations? Nick Rossolillo joins us to break down the trillion-dollar AI infrastructure cycle and why "commodity" hardware is running wild.

02:04 Chip Stock Investor Process

05:00 AI Trade Big Picture

06:18 Hyperscaler CapEx Wave

10:24 Who Pays For AI

11:16 AI Beyond Consumers

16:58 Valuations And Risk

22:40 Memory Stocks Spotlight

26:13 Is Memory A Commodity

28:21 Upgrade Cycles And Stickiness

32:00 Making Memory Less Commodity

35:04 OPEC Analogy Supply Control

36:43 Flash Memory Challengers

38:52 Apple Micron China DRAM

39:56 Portfolio and Research Ads

41:44 Power Generation Constraints

44:03 AI Labs and IPO Rumors

45:57 LLM Risks and Regulation

52:24 SpaceX Valuation Debate

57:52 Where to Find Nick

Companies mentioned: AMD, AMZN, ASML, MU, ORCL, QS, RKLB, TSLA

Check out https://chipstockinvestor.com

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