$DRAM Beat Down | Eyes on Fed
Notas do episódio
JFDI and Father of Trades join the show to debate whether another 25 to 50 basis points of Fed hikes would be healthy for this market, and how often the Fed has hiked back to back before. Then the DRAM beat down: SanDisk and Micron charts, China's CXMT memory push, and whether Micron looks like a bubble at about 7x forward earnings. Also covered: bank earnings from JPMorgan, Goldman and Citi, the Broadcom CEO's comments, how NASDAQ options dealers are positioned into big tech earnings, Fermi's TensorWave and AMD news, and two small-cap ideas, AirJoule (AIRJ) and ICU.
Timestamps:
0:00 Intro
0:16 Cold open
0:47 Welcome: JFDI and Father of Trades
1:04 Eyes on the Fed: would more hikes be healthy?
2:15 Back-to-back hikes in history and the O'Neil warning
3:36 Why can't rates and stocks rise together?
4:04 The DRAM beat down: SanDisk and Micron charts
4:28 China's CXMT memory push
7:07 Is Micron a bubble at a 7x forward PE?
8:15 Bank earnings: JPMorgan, Goldman, Citi
8:48 The Broadcom CEO comments
9:57 Positioning into big tech earnings and NASDAQ dealers
11:11 Fermi up 22%: TensorWave and AMD
12:33 Next trades: AirJoule (AIRJ), water from air
15:42 ICU: a $14M micro-cap dialysis play
18:19 Daily Stack stock leaderboard preview
19:22 Wrap-up and sponsor: Ledn
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