Mentioned On
Episode Mentions
The Compound and Friends · May 12, 2026
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
“Korean memory maker representing 43% of KOSPI index (vs. 18-20% historically); subject of deGraaf's bubble analysis framework”
Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks
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TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“Competing with Intel and TSMC in chip manufacturing; mentioned as alternative supplier for Apple memory and storage”
Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
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WSJ Minute Briefing · May 5, 2026
Intel Leads Indexes to New Records
“Shares rose more than 5% on news of a potential chip manufacturing deal with Apple.”
U.S. Stock Market RecordsSemiconductor Manufacturing in AmericaApple Supply Chain Strategy
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Bloomberg Tech · May 5, 2026
Apple Weighs Using Intel, Samsung Processors
“Stock up 8% following reports of Apple considering its U.S. fabs for processor manufacturing”
Apple chip manufacturing diversificationU.S. semiconductor supply chain reshoringAI model government pre-release reviews
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Bloomberg Daybreak: US Edition · May 5, 2026
US and Iran Trade Fire; Secret Service Shoots Man Near White House
“Apple executives visited Samsung's Texas plant under development to discuss advanced chip manufacturing capabilities”
US-Iran Military Escalation and Strait of Hormuz SecurityOil Supply Chain Disruption and Energy Market VolatilitySemiconductor Supply Chain Diversification
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