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
“Storage company analyzed for cyclical valuation and margin volatility patterns alongside memory peers”
Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks
View Analysis
Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Storage infrastructure stock benefiting from AI data center buildout and ancillary semiconductor demand”
Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth
View Analysis
Mad Money w/ Jim Cramer · Apr 29, 2026
Mad Money w/ Jim Cramer 4/29/26
“Disk drive manufacturer rallied 11% due to inability to produce fast enough to meet AI data center demand”
Tech Earnings and Supply Chain ConstraintsSmall Modular Reactor (SMR) Technology and Licensing ModelsRestaurant Operational Excellence and Same-Store Sales Growth
View AnalysisMad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Storage vendor riding AI-driven data center demand but lacking pricing power beyond raising prices on existing capacity”
AI Data Center Infrastructure InvestmentAI Displacement Risk in Enterprise SoftwareMemory and Storage Semiconductor Supply Constraints
View AnalysisMad Money w/ Jim Cramer · Feb 25, 2026
Mad Money w/ Jim Cramer 2/24/26
“Storage manufacturer in high-demand AI infrastructure market with limited supply and strong pricing power”
AI Disruption of Enterprise SoftwareMemory and Storage Supply ShortageSemiconductor Capital Equipment Demand
View Analysis