Mentioned On
Episode Mentions
Prof G Markets · May 21, 2026
SpaceX Just Filed to IPO — The Numbers Are Ugly
“Memory stock referenced as example of hypercyclical semiconductor business benefiting from current data center gold rush”
Prof G Markets · May 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
“Storage company up 50% in past month; guided to quarterly earnings exceeding entire IPO valuation 18 months prior”
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“Top Korean retail-owned semiconductor stock that has surged 2000% in six months, exemplifying momentum-driven valuation disconnects”
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
“Memory chip maker that ran from $250 to $1,500 in recent period; exhibits 1,728% EPS growth but trades at 8x forward earnings”
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“Storage stock up 4,162% in 12 months; trading at low price-to-earnings multiple despite massive rally”
WSJ What’s News · May 6, 2026
Samsung Hits $1 Trillion Milestone as AI Demand Soars
“Storage company stock up nearly 4,000% in last 12 months due to AI demand for memory components”
Schwab Market Update Audio · May 6, 2026
Jobs Data, Disney Awaited After New Record Highs
“Memory chip stock leading gains amid solid AI infrastructure demand expectations”
Stock Market Today With IBD · May 5, 2026
AI Continues To Lead Rally; Sandisk, Lam Research, America Movil In Focus
“Memory chip stock up 12% on day, up 492% YTD; discussed as model-book stock with extreme extension from moving averages requiring exit strategy”
Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Memory chip stock up 8%, carrying market weight alongside Micron as AI data center demand drives semiconductor growth”
Morning Brew Daily · May 5, 2026
Met Gala Under Fire for Embracing Bezos & Do Phone Bans in Schools Work?
“Memory company up 300% in 2025 after being top S&P 500 performer in 2024; benefiting from AI infrastructure investment”
The Compound and Friends · Apr 28, 2026
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
“NAND flash memory producer with extreme earnings revision from $2 to $99 EPS, unprecedented estimate growth”
The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“Memory chip manufacturer benefiting from AI infrastructure buildout and supply constraints”
Mad Money w/ Jim Cramer · Apr 24, 2026
Mad Money w/ Jim Cramer 4/24/26
“Memory chip manufacturer up 317% YTD; expected to continue strong performance due to memory shortage”
Mad Money w/ Jim Cramer · Apr 22, 2026
Mad Money w/ Jim Cramer 4/22/26
“Storage company example of momentum stock rallying 8.4% on persistent buyer orders; Cramer illustrates how high-top orders drive daily gains”
The Mello Millionaire with Tommy Mello · Apr 17, 2026
What you can learn from the greatest businessmen of all time (with Carmine Gallo)
“Founder/CEO example of how improved communication directly impacts stock valuation and investor perception”
Mad Money w/ Jim Cramer · Apr 8, 2026
Mad Money w/ Jim Cramer 4/8/26
“Memory equipment manufacturer facing same structural headwinds as Western Digital; high demand but low IP barriers create pricing pressure”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Flash memory maker up 167.7% in Q1, biggest winner among storage plays but facing risk of pullback as supply improves”
Mad Money w/ Jim Cramer · Feb 25, 2026
Mad Money w/ Jim Cramer 2/24/26
“Memory company experiencing unprecedented AI-driven demand with supply shortage lasting multiple years”
Animal Spirits Podcast · Feb 23, 2026
Talk Your Book: Investing in Next Gen Tech Stocks
“Largest holding in QQQJ at $89 billion market cap; potential candidate to graduate to QQQ”
Version History · Nov 2, 2025
Zune: The would-be iPod killer
“Competitor in portable media player space during Zune era”