17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0e~mn1op2jzz5.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/06ze19tienhj6.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB"],"IconMark"] 18:T567,

Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can project out the trickle-down effects across the layers of the AI ecosystem.

From potential bubble concerns, insights from thought leaders, and the future of memory supply in powering AI applications, we're going to get to the bottom of this AI cycle.

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🌌 LIMITLESS HQ ⬇️

NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/

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TIMESTAMPS

0:00 AI Investment Insights
3:40 Flow of AI Capital
5:46 The AI Layer Stack
9:47 Rise of Agentic AI
12:29 Demand for CPUs
14:33 Memory
20:54 AI Infrastructure
24:19 Navigating the AI Market

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Making Sense of the AI Cycle: Where are We Now?

Limitless: An AI Podcast

Making Sense of the AI Cycle: Where are We Now?