213. What the Hell is Going On? With Nick Rossolillo
What the hell is going on with tech valuations? Nick Rossolillo joins us to break down the trillion-dollar AI infrastructure cycle and why "commodity" hardware is running wild.
02:04 Chip Stock Investor Process
05:00 AI Trade Big Picture
06:18 Hyperscaler CapEx Wave
10:24 Who Pays For AI
11:16 AI Beyond Consumers
16:58 Valuations And Risk
22:40 Memory Stocks Spotlight
26:13 Is Memory A Commodity
28:21 Upgrade Cycles And Stickiness
32:00 Making Memory Less Commodity
35:04 OPEC Analogy Supply Control
36:43 Flash Memory Challengers
38:52 Apple Micron China DRAM
39:56 Portfolio and Research Ads
41:44 Power Generation Constraints
44:03 AI Labs and IPO Rumors
45:57 LLM Risks and Regulation
52:24 SpaceX Valuation Debate
57:52 Where to Find Nick
Companies mentioned: AMD, AMZN, ASML, MU, ORCL, QS, RKLB, TSLA
Check out https://chipstockinvestor.com
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
*****************************************
To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices
02:04 Chip Stock Investor Process
05:00 AI Trade Big Picture
06:18 Hyperscaler CapEx Wave
10:24 Who Pays For AI
11:16 AI Beyond Consumers
16:58 Valuations And Risk
22:40 Memory Stocks Spotlight
26:13 Is Memory A Commodity
28:21 Upgrade Cycles And Stickiness
32:00 Making Memory Less Commodity
35:04 OPEC Analogy Supply Control
36:43 Flash Memory Challengers
38:52 Apple Micron China DRAM
39:56 Portfolio and Research Ads
41:44 Power Generation Constraints
44:03 AI Labs and IPO Rumors
45:57 LLM Risks and Regulation
52:24 SpaceX Valuation Debate
57:52 Where to Find Nick
Companies mentioned: AMD, AMZN, ASML, MU, ORCL, QS, RKLB, TSLA
Check out https://chipstockinvestor.com
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
*****************************************
To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Loading content...
Read the full transcript
Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.