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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
“Appliance maker down 81% over five years; durable goods weakness reflects housing market turnover crisis not price collapse”
Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks
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