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Jeff deGraaf

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

The Compound and Friends

Episode Appearances

The Compound and Friends

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

“Guest discussing bubble identification framework, doubling-in-two-years rule, and semiconductor market dynamics”

Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks