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Shinali

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

“Moderated Josh Brown's talk at Goldman Sachs professional investor forum”

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