Podcasts about Dram

If there were any doubts about who's wearing the crown in the AI revolution... Nvidia just delivered another monster quarter. In today's episode, we're breaking down the latest earnings from Nvidia—and these aren't numbers that matter only to NVDA shareholders. Nvidia reported $96.2 BILLION in quarterly revenue, up an incredible 106% from a year ago. Even more impressive, its Data Center business generated $89 billion, up 117% year over year. Think about that for a moment. Nvidia isn't just growing. A company of this size just more than DOUBLED its revenue in one year. So the big question for today's show isn't simply whether Nvidia had a good quarter. It's: Can Nvidia—and the AI boom—keep this going? We'll dive into the numbers and look at what Nvidia's results tell us about the entire artificial-intelligence ecosystem. We'll discuss: Nvidia's latest earnings – What jumped out from the report and where the growth is coming from. Data Center dominance – What $89 billion in quarterly Data Center revenue tells us about global AI infrastructure spending. The AI spending boom – Are Microsoft, Meta, Amazon, Alphabet and other hyperscalers still willing to spend enormous amounts of money building AI infrastructure? Semiconductors – What Nvidia's results could mean for AMD, Broadcom, Micron and the rest of the chip sector. Memory – More AI computing means enormous demand for high-performance memory. Does Nvidia's growth strengthen the case for DRAM and HBM? Energy & infrastructure – All those GPUs have to go somewhere—and they require data centers, electricity, cooling, networking and an enormous infrastructure buildout. Valuation – At some point, even incredible growth can become fully priced in. Has Nvidia reached that point? The broader market – Nvidia has become so large and influential that its results can impact the Nasdaq, S&P 500 and overall investor sentiment. That's what makes this earnings report so important. Nvidia is no longer simply a semiconductor company investors watch four times a year. It's become one of the market's primary gauges of the entire AI investment cycle. Going into today's report, options markets were pricing roughly a 5.4% move in Nvidia shares, representing approximately $280 BILLION in potential market-cap movement in either direction. That's larger than the entire market capitalization of most companies! And with concerns growing recently about massive AI spending, stretched technology valuations and whether companies are generating enough return on their AI investments, Nvidia's results provide an important reality check. If AI is a bubble, somebody forgot to tell Nvidia's customers. But that doesn't mean the risks have disappeared. We'll separate the incredible fundamentals from the stock's valuation and ask the question traders actually care about: Great company... but is it still a great trade? For additional research, check out Nvidia Investor Relations and Nvidia Financial Reports. Listen now:

News Sources: https://lmg.gg/zIgoh Timestamps: 0:00 China drops Windows for Linux 1:08 PlayStation blackout over disc games 2:06 CXMT accused of stealing Samsung DRAM tech 4:18 QUICK BITS INTRO 4:28 Nintendo wipes Switch emulator repos 5:06 Google restricts sideloading 5:48 Flock's new people search tool 6:44 AliExpress audio fingerprinting 7:25 Cookies made from plastic bottles 8:10 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices

¿Puede la música de Benito inspirar interés en la ciencia? Analizamos la conexión entre Benito y la ciencia en Puerto Rico hoy.

Na Ilha do Retiro, o Leão venceu o Londrina por 2 a 1, chegou à segunda vitória consecutiva e recolocou o time na zona de classificação, em um jogo que teve clima de montanha-russa: bons momentos, oscilações, pressão, tensão e alívio no fim. Fred Figueiroa, Cassio Zirpoli e Lucas Liausu analisam o desempenho rubro-negro, a […]

Tony: -Carbonation Station: Bucked Up Franken Juice (Caramel Apple) Lando - A&W Rootbeer float -Ramageddon Marches forward: https://www.tweaktown.com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html -We used to believe in science, right? RIGHT?!… https://arstechnica.com/health/2026/08/trump-wants-big-pharma-to-split-mmr-vaccine-big-pharma-thinks-its-idiotic/ Jarron:  -Here's a device I didn't I know needed in my life: https://www.theverge.com/tech/952441/yueban-xiaoban-self-driving-autonomous-toilet -You, too, can learn to echolocate: Humans Can Learn To Echolocate In Just 10 Weeks, and It Rewires the Brain -Google lost a lawsuit for the greatest reason: Court Grants SerpApi's Motion to Dismiss Google Lawsuit -Do you trust your money with Elon? X Money is launching in the US starting today -First room-temperature quantum material: LSU Physicists Create First Room-Temperature Quantum Material -Ford Fathom sounds awesome: Ford's first ultra-cheap EV is called Fathom, a full-featured truck for $28,350 -BMW has spider problems.  ★  -Flock camera vandalism! Hahahahahaha. Flock Camera Vandalism Continues Around America, While 100 Communities Reject ALPRs -SK Hynix is actually building more capacity: SK Hynix pledges $38 billion to build two new DRAM and NAND factories Viture's latest glasses actually look like a reasonable deal: Viture's cheapest AR glasses have the sharpest image clarity I've seen yet Owen: -I will buy this sight unseen, just INCASE it's real. https://www.dexerto.com/entertainment/engineers-autonomous-micro-drone-scores-first-kill-in-plan-to-eradicate-mosquitoes-3387426/ -Casio watch ring fired of the nostalgia dopamine https://www.designboom.com/technology/casio-ring-watch-smart-wearable-health-tracking-notifications/?shem=dsdf,sharefoc,agadiscoversdl,,sh/x/discover/m1/4 Lando: -Plastic News https://gizmodo.com/this-new-process-turns-plastic-trash-into-clean-fuel-instead-of-pollution-2000787077

Hour 4: Josh Brisco Joins, Jayden Daniels Suing LSU, Dram Stadium Location full 2721 Thu, 13 Aug 2026 14:58:34 +0000 SeK6gCdfBwTiBOb07grEAS33igpkNKf5 nfl,mlb,kansas city chiefs,kansas city royals,sports Fescoe & Dusty nfl,mlb,kansas city chiefs,kansas city royals,sports Hour 4: Josh Brisco Joins, Jayden Daniels Suing LSU, Dram Stadium Location Fescoe & Dusty are huge fans of Kansas City sports and the people of Kansas City who make it the great city it is. Start your morning with us from 6-10 as we talk all things Chiefs, Royals, Jayhawks, and more, with plenty of tangents along the way! 2024 © 2021 Audacy, Inc. Sports https://player.amper

Patreon.com/thequestionshiphop⁠⁠⁠ ⁠⁠⁠ORDER THE QUESTIONS HIP-HOP TRIVIA GAME⁠⁠⁠ DRAM joins the show to talk with Sean about the stories behind six randomly-selected songs from his catalog (picked by Sean's FYI.AI agent, Seanvo). They also discuss - in no particular order - favorite Outkast albums, cornbread, a personally-infuriating Mandela effect, Rick Rubin, and more. The Questions: ⁠⁠⁠@thequestionshiphop⁠⁠⁠ (IG) Sean: ⁠⁠⁠@seandammit⁠⁠⁠ (IG) DRAM: ⁠⁠⁠@shelley (IG) Email: sean@questionshiphop.com ⁠⁠⁠questionshiphop.com

How do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of scenarios that prices the business on a distribution of returns rather than a single forecast. He also explains how two-times leveraged single-stock ETFs have been amplifying SK Hynix's daily price swings, why regulators and Korean brokers are responding to retail leverage, and why flow-driven volatility can be a gift for long-term investors. The through-line: memory can be cyclical, structurally growing, and wealth-creating all at once. 0:00 - Introduction & Disclaimer 0:21 - How Do You Value a Memory Stock Amid Huge Uncertainty? 0:54 - Monte Carlo Valuation: Pricing SK Hynix on a Distribution of Outcomes 5:27 - Day-to-Day Volatility: Fundamentals or Flows? 6:17 - How 2x Leveraged Single-Stock ETFs Amplify SK Hynix Price Swings 9:40 - What Investors Underappreciate About the Memory Industry 10:21 - Closing Thoughts & Subscribe Key Takeaways Key uncertain variables (DRAM prices, supply response, China risk) are modelled as ranges and run through thousands of scenarios; the output is a distribution of returns, treated stochastically. SK Hynix scenarios: bull (prices hold through the decade), realistic (decline from 2028 as supply arrives), bear (accelerated decline on over-investment and Chinese supply). The test is being paid adequately across the whole distribution, not picking the right scenario; the distribution centred around 12% with positive skew. New data points (LTAs signed, capacity expansion) update the distributions; position sizing follows the shape, and the team trimmed as the shares ran. Two-times leveraged ETFs rebalance by buying after rises and selling after falls, amplifying 10 to 15% daily moves in SK Hynix. Flow-driven volatility widens the gap between price and value, which long-term investors can use. Memory can be cyclical, structurally growing, and wealth-creating at the same time. Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcast #Finance #Investing #semiconductor #tech #techexplained #memory #skhynix

Las afectaciones incluyen colapsos residenciales, daños severos en sedes institucionales y una saturación sin precedentes de la red hospitalaria.See omnystudio.com/listener for privacy information.

ONLY 25 SPOTS LEFT! 3 YEAR DEAL http://www.ianinvest.comMarket Mondays is back with a full breakdown of the biggest investing conversations happening right now. We recap Invest Fest, share our biggest lessons and networking takeaways, and break down how to get friends and family off the sidelines and focused on long-term investing.We dive into Nvidia's massive $500 billion AI financing deal, Intel's $15 billion stock offering, and whether SpaceX could become the next Tesla-style trade. We also debate how much longer tech can dominate the market, why SPY and VOO remain core holdings, and which name we're choosing between Micron, DRAM, and SanDisk.Plus, we reveal our year-end S&P 500 target, explain how VIX levels influence cash deployment, discuss how much of a serious portfolio should ever be allocated to single-drug biotech stocks, and deliver the Investing Fact and Trading Tip of the Week.#MarketMondays #Investing #StockMarket #Nvidia #SpaceX #Micron #SanDisk #Intel #SP500 #VIX #ArtificialIntelligence #InvestFest #Stocks #WealthBuilding #EYLAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

LOUNGE LIZARDS PRESENTED BY FABRICA5 - Brilliant Honduran Cigars - Visit Fabrica005.com and use code LIZARDPOD at checkout for 10% off THE ENTIRE STORE! Free worldwide shipping from Miami on all orders over $125. See website for more information and terms.SMALL BATCH CIGAR - SAVE 15% - Exclusive Cigar Retail Partner of the Lizards - Visit SmallBatchCigar.com and use code LIZARD15 for 15% off your order. Free shipping and 5% rewards back always. Standard exclusions apply. Simple. Fast. Small Batch Cigar.Recorded at Ten86 Cigars in Hawthorne, New Jersey, the Lizards pair Montecristo 1935 Anniversary Edición Diamante in Toro with High West's A Midwinter Night's Dram Limited Engagement. The guys share the cigars that they think every cigar smoker must try, they discuss the recent US cigar import numbers and they answer how price can affect the ratings.PLUS: Chen Zhi's Fate, Are Nicaraguan Cigars in Trouble?, Getting Cigar Smoke Off Clothes/Car, What Makes a 10 a 10?, Lizards Desert Island Cigars, New Trinidad Reserva Cosecha, Avoiding Palate Fatigue, Bam and Giz at RUSH/MSG, A Listener's Cigar Rotation Proposal, What's A Good Price For A Member Cigar Lounge? & MoreJoin the Lounge Lizards for a weekly discussion on all things cigars (both Cuban and non-Cuban), whiskey, food, travel, life and work. This is your formal invitation to join us in a relaxing discussion amongst friends and become a card-carrying Lounge Lizard yourself. This is not your typical cigar podcast. We're a group of friends who love sharing cigars, whiskey and a good laugh.website/merch/rating archive: loungelizardspod.comemail: hello@loungelizardspod.com to join the conversation and be featured on an upcoming episode!instagram: @loungelizardspodGizmo HQ: LizardGizmo.com

Un tema que genera muchas dudas y en ocasiones preocupación,  son los nódulos tiroideos y su relación con el riesgo de cáncer de tiroides. A lo largo de este episodio analizamos qué son los nódulos tiroideos, cuáles son los factores que aumentan el riesgo de malignidad, cómo se realiza su evaluación mediante ecografía y biopsia, cuándo está indicada; y qué opciones de seguimiento y tratamiento existen en la actualidad. Nos acompaña una experta en el tema, la Dra. Mónica López Pantoja desde Nashville, Tennessee. La Dra. López obtuvo una Licenciatura en Ciencias de la Universidad de California, Los Ángeles, CA y se graduó de la Escuela de Medicina de la Universidad de Yale, New Haven, CT. También completó una beca de investigación en el Instituto Médico Howard Hughes en Yale. La Dra. López realizó su internado y residencia en la Escuela de Medicina del Colegio Albert Einstein, Centro Médico Montefiore, Bronx, NY. Completó una beca clínica en la Facultad de Medicina Baylor, en el Hospital de Niños de Texas, Houston, TX. También obtuvo una Maestría en Ciencias de la Escuela de Medicina McGovern, Universidad de Texas Health Science Center en Houston, TX. ¿Tienes algún comentario sobre este episodio o sugerencias de temas para un futuro podcast? Escríbenos a pediatrasenlinea@childrenscolorado.org.

We continue the journey to 1000 episodes with this riveting installment that could possibly change your life. Not convinced? If you order big bacon-covered burgers every day that WILL change your life. We guarantee it.Print out your Noctua things, run Windows 11 in 8Gb with varying degrees of success, AMD makes the monies, and EA goes private.  Question:  Is THIS the year of Linux?  Why did Roomba and power inverters just get banned, Apple DRAM struggles, and Fanatec (of course).  A well packed show in a 10lb bag, enjoy!TImestamps:00:00 Intro01:25 Patreon02:28 Food with Josh05:40 Microsoft deletes 32GB RAM recommendation docs11:04 Linux market share grows14:08 AMD Financial results (with extended discussion)22:33 Even Apple struggles to get DRAM (and memory is sold out through 2027)24:30 We talk even more about RAM and the stock market29:28 Sony moves ahead with end of discs33:26 Google removing Assistant on phones - Gemini the only option35:07 Finally, we can 3D print in official Noctua colors38:08 (In)Security Corner51:13 Josh's Sim Racing Corner53:50 Gaming Quick Hits1:04:49 HyperX Cloud Stinger 3 Wireless gaming headset review1:10:18 Picks of the Week1:22:47 Outro ★ Support this podcast on Patreon ★

En La Luciérnaga, el periodista Sebastián Grajales relató cómo se desarrolló la búsqueda de su hija que se encontraba desaparecida tras el terremoto de 7.4 en Colombia.

SanDisk (SNDK) fell from $2,000 to $1,200 as memory stocks sold off hard — but is the panic justified? In this episode, Chip Stock Investor breaks down what the fundamentals actually say before you react to the crash.We cover SanDisk's Q1 fiscal 2027 guidance — still 300–400% year-over-year revenue growth, but decelerating — the guide to roughly $45 in adjusted EPS, and why a debt-free balance sheet plus $4.5 billion in buybacks points to a healthy pivot toward shareholder returns. Then we dig into the technology roadmap: High Bandwidth Flash (HBF) and the new SanDisk/SK hynix spec for Google and Tenstorrent. We also unpack SanDisk's equity investment in Nanya Technology and the strategy behind bringing DRAM supply in-house, away from NAND competitors.Finally, we get into the real reasons memory stocks are crashing — institutional rebalancing, leveraged unwinds, the semiconductor cycle, and rising competition from Yangtze Memory and Solidigm — and whether SNDK is a falling knife or a long-term opportunity.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.comContent in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Sandisk

La crise de la mémoire informatique est encore loin d'être terminée. Et contrairement aux scénarios les plus optimistes, 2027 pourrait même devenir l'année la plus difficile depuis le début de la pénurie. Selon les informations de DigiTimes, relayées par TweakTown, les tensions restent aujourd'hui à leur maximum. Une grande partie des capacités de production de DRAM, la mémoire vive classique de nos ordinateurs et smartphones, mais aussi de HBM, cette mémoire à très haut débit indispensable aux accélérateurs d'intelligence artificielle, serait déjà réservée pour l'année prochaine.Jusqu'ici, les prévisions divergeaient. Certaines évoquaient un retour à la normale dès la fin de 2027, d'autres repoussaient cette perspective jusqu'en 2030. Mais selon le média taïwanais, 2027 pourrait finalement constituer le point culminant de la pénurie, aussi bien pour la mémoire vive que pour le stockage.Les grands acheteurs ont manifestement anticipé la situation. Au premier semestre, des contrats auraient été négociés très discrètement avec les trois principaux fabricants mondiaux : Samsung, SK Hynix et Micron. Les plus petits acteurs passent des commandes ponctuelles, tandis que des groupes comme Apple, Microsoft ou Nvidia sécurisent leurs approvisionnements grâce à des accords courant sur trois à cinq ans. Les hyperscalers, ces géants exploitant d'immenses infrastructures de cloud et de centres de données, captent une grande partie des capacités disponibles. Et le déséquilibre reste considérable : les trois principaux fabricants ne seraient actuellement capables de satisfaire que 60 à 70 % de la demande initialement exprimée. Les besoins liés à l'intelligence artificielle continuent donc de dépasser largement l'offre. Le problème touche également la mémoire NAND Flash, utilisée notamment dans les SSD, les smartphones et de nombreux systèmes de stockage. Là encore, la quasi-totalité des capacités de production de 2027 pourrait déjà être réservée. Il existe toutefois une petite nuance positive. Après les augmentations spectaculaires enregistrées en 2026, DigiTimes estime que la progression des prix devrait ralentir l'année prochaine. Cela ne signifie pas pour autant une baisse : les tarifs devraient rester à des niveaux très élevés. En attendant l'arrivée de nouvelles usines d'ici à 2030, Samsung, SK Hynix et Micron conservent donc une position particulièrement favorable. Pour les consommateurs comme pour les industriels, la pénurie pourrait encore durer plusieurs années. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

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Plus: SK Hynix plans to invest about $38 billion to expand chip production. And video game company Take Two reports loss despite higher revenue. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

開盤前30分鐘，08:30 - 09:00 讓我們一起解讀財經時事 。 參加財經皓角總經訂閱： 新友會員 https://jackalopelin.com 老友會員 https://yutinghao.finance 我的粉絲專頁 https://reurl.cc/n563rd 網站參加會員手冊 https://reurl.cc/rvvqAr 如有疑問，歡迎來信 jackieyutw@gmail.com """"" ♥️ 打賞網址 ：https://p.ecpay.com.tw/B83478D """"" (不提供退款服務) 書名：張夏準的12堂經濟學思辯課 作者： 張夏準 原文作者： Ha-Joon Chang 譯者： 鍾玉玨 出版社：商業周刊 出版日期：2026/07/23 https://reurl.cc/4YXaQv (YT抽書的朋友要公開訂閱我們財經皓角頻道唷♥️) (FB抽書的朋友要公開分享直播影片+您想要抽書留言♥️) 《早晨財經速解讀》是游庭皓的個人知識節目，針對財經時事做最新解讀，開播於2019年7月15日，每日開盤前半小時準時直播。議題從總體經濟、產業動態到投資哲學，信息量飽滿，為你顛覆直覺，清理投資誤區，用更寬廣的角度帶你一窺投資的奧秘。 免責聲明：《游庭皓的財經皓角》頻道為學習型頻道，僅用於教育與娛樂目的，無任何證券之買賣建議。任何形式的投資皆涉及風險，投資者需進行自己的研究，持盈保泰。

Programa completo en You Tube en vídeo y con mapas: https://www.youtube.com/watch?v=_ysedit46us ¿Por qué era tan importante el petróleo de Irán durante la Segunda Guerra Mundial? ¿Hasta qué punto intentó Alemania influir en los países musulmanes para debilitar a los Aliados? ¿Cómo se explica la sorprendente alianza entre Iósif Stalin y Winston Churchill en Oriente Medio? ¿Por qué británicos y soviéticos decidieron invadir Irán en 1941 a pesar de su neutralidad? ¿Qué ocurrió durante la invasión anglo-soviética y cuál fue el desenlace del ataque final sobre el país? ¿Por qué el llamado corredor iraní fue clave para el suministro aliado hacia la Unión Soviética? ¿Cómo afectó la ocupación al gobierno de Mohammad Reza Pahlavi? ¿Qué papel jugó Irán en la Conferencia de Teherán y cómo fue el viaje de Stalin hasta la capital iraní? ¿Qué decisiones clave se tomaron en Teherán que cambiarían el rumbo de la guerra? ¿Qué papel tuvieron países como Afganistán, Irak o Siria dentro del conflicto global? ¿Existieron realmente tropas árabes combatiendo junto a Alemania? ¿Podría el Afrika Korps de Erwin Rommel haber llegado hasta Irán si la guerra hubiese tomado otro rumbo? ¿Por qué Turquía se mantuvo fuera de la guerra? ¿Y cómo influyen todos estos acontecimientos en la situación actual de Irán? Otros vídeos de interés: - ✅Los Giros Inesperados que Derrotaron a Hitler 1939-1941 | Puntos de Inflexión 2GM | Carlos Caballero: https://www.youtube.com/watch?v=xaypFFLBkFU - ✅¿Por qué fue Derrotado Erwin Rommel en África del Norte?, con Antonio Muñoz: https://www.youtube.com/live/d4asTW_5dKQ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ¿Te apetece hacer un viaje con nosotros a Normandía, Ardenas, El Alamein o Berlín? - Escríbenos a viajeshistoriasbelicas@gmail.com ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Redes sociales y Telegram Canal de Telegram para No perderte Nada! https://t.me/segundaguerramundialtelegram Canal de Whatsapp https://whatsapp.com/channel/0029VaSmnrC0QeatgWe2Lm27 Twitter: https://twitter.com/BelicasQue https://www.instagram.com/historiasbelicasoficial/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apoya el canal: ¡Apoya al canal en Patreon, ahora por solo 1$ y benefíciate de las ventajas! https://www.patreon.com/historiasbelicasquemerecensercontadas www.paypal.com/paypalme/quienestadetras?locale.x=es_ES 00:00 Introducción 01:53 La importancia del petróleo de Irán en la Segunda Guerra Mundial 11:00 Intentos alemanes para apoyar a los países musulmanes 19:01 La Atroz Alianza de Stalin y Churchill 23:45 La invasión de Irán por Británicos y Soviéticos 43:35 El ataque final contra Irán 47:22 La importancia económica de Irán | El Corredor Iraní 49:59 El gobierno de Mohammad Reza Pahleví y la ocupación de Irán 55:42 Conferencia de Teherán 1943 | El viaje de Stalin 58:42 Afganistán en la Segunda Guerra Mundial 1:07:16 Decisiones de la Conferencia de Teherán 1943 01:16:00 Irak y Siria en la Segunda Guerra Mundial 01:25:28 Las tropas árabes alemanas 01:36:47 La importancia del Afrika Korps de Rommel ¿Pudo llegar a Irán? 01:45:45 ¿Por qué Turquía no entró en la Segunda Guerra Mundial? 01:58:30 Análisis situación actual en Irán

丁菱娟老師的《職場溝通術》線上課：https://shifuclass.com/wIRmA威翰專屬優惠折扣碼(折300元)：wh300中文系畢業，在她那個年代等於失業。第一份工作是科技公司的業務助理，看不懂 DRAM、寫不出文案，問工程師還處處碰壁。做了六年想爭取升遷，主管卻說：「名額要留給男性。」她是丁菱娟——世紀奧美公關創辦人，30 年品牌公關經驗，服務過全球百大企業，被譽為「公關教母」、CEO 的溝通導師。被那句話打醒之後，她一開口測行情薪水翻倍、創辦台灣第一家科技公關、把公司賣給奧美——她翻身的武器從來不是職權，也不是委屈自己做人情，而是溝通。現在她把 30 年的說話功力，拆成職場上直接可用的模板和步驟。現在她把 30 年的說話功力，拆成職場上直接可用的模板和步驟。▍這集我們聊到：・中文系小白看不懂 DRAM，她靠哪個說法讓工程師心甘情願教她？・「升遷名額要留給男性」——一句話怎麼逼出一位公關教母？・問老闆問題為什麼不能用申論題？選擇題要怎麼給？・談加薪千萬別說「我很努力」，老闆要的是哪 3 個證據？・五點半被丟急件、被同事甩鍋、客戶改稿改不停——各有一套說法・不吃苦勞這套的 Z 世代，要用「意義感」和「微回饋」帶如果你明明很努力，卻一直沒被看見——問題可能不在專業，在表達。丁老師的《職場溝通術》把向上管理、跨部門合作、優雅 Say No、危機溝通全部做成情境演練，學了馬上能用。丁菱娟老師的《職場溝通術》線上課：https://shifuclass.com/wIRmA 威翰專屬優惠折扣碼(折300元)：wh300

Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang debates whether you should buy any hardware now or wait out the DRAM crisis, the latest DLSS 5 showcase, and much more. And of course we answer questions live! Timecodes: 00:00:00 - Intro 00:08:50 - DLSS 5 at Siggraph 00:43:42 - Buy now or wait? 01:10:08 - Q&A Links: - Price hikes: https://www.tomshardware.com/pc-components/gpus/in-a-troubling-sign-nvidia-rtx-50-series-prices-jump-up-to-30-percent-in-south-korea-tsmc-wafer-hikes-and-usd20-gddr7-modules-push-rtx-5090-past-usd5-100 - RTX 50 Super series on hold: https://videocardz.com/newz/nvidia-rtx-50-super-cards-already-at-board-partners-but-launch-is-on-hold-over-3gb-gddr7-pricing - DLSS 5 at Siggraph: https://www.techpowerup.com/350916/nvidia-shows-dlss-5-progress-and-technical-details-at-siggraph-2026 Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Music by Our Ghosts: https://ourghosts.bandcamp.com/ Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters ============= Learn more about your ad choices. Visit megaphone.fm/adchoices

Memory has been one of the strongest corners of the semiconductor industry, and strong returns invite hard questions. In the second part of this series, equity analyst Shan Rui Yeo examines the main risks to the memory thesis: rising competition from China's CXMT and YMTC, the technologies that could reduce AI's appetite for memory, and the wave of capacity investment that could eventually tip the industry back into oversupply. He weighs each risk against the constraints holding it back, from equipment export controls to limited EUV supply, and notes that memory companies already trade at three to five times forward earnings. The conversation closes on a working principle: treat the terminal value as a distribution, not a fixed number. Key Takeaways China's CXMT is expanding DRAM capacity aggressively, but export controls on sub-18 nanometre equipment and EUV keep its effective supply share (about 10%) below its capacity share (about 15%). YMTC is the more credible technological threat: NAND density comes from stacking layers, and its Xtacking hybrid bonding architecture is proprietary. Efficiency gains may grow memory consumption rather than reduce it; cheaper tokens get spent on larger context windows (the Jevons paradox). The deepest risk is architectural: if large language models are not the path to AGI, the next paradigm may not be memory hungry, so terminal value is a distribution, not a fixed number. Announced capex is enormous but back-loaded into the 2030s, and EUV and equipment capacity are the bottleneck to bringing it online. Memory companies trade at three to five times forward earnings; the market is not assuming supernormal profits forever, and the NAND supply outlook is better in the near term. Companies Mentioned: Samsung, SK Hynix, Micron, CXMT (ChangXin Memory), YMTC (Yangtze Memory), Apple, NVIDIA, Google, ASML, Applied Materials, KLA, Lam Research, TSMC, Intel, Kioxia Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/

Memory chips have been the standout trade of the AI boom, but July brought a sharp reality check. Global semiconductor stocks whipsawed as investors began questioning the return on hundreds of billions in data-center spending. Market jitters deepened after Chinese startup Moonshot released its open-source Kimi K3 model at a fraction of the cost of US frontier AI architectures. Compounding these concerns is the rise of CXMT, China’s leading DRAM supplier, whose stock surged fivefold following a blockbuster IPO – raising fears of aggressive capacity expansion that could disrupt incumbents such as Samsung, SK Hynix and Micron. Jake Silverman, semiconductor analyst at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast. He unpacks why fundamental support for the memory sector remains solid, how high-bandwidth memory (HBM) creates a structural cap on standard DRAM supply, and why multi-year strategic supply contracts and extended fab construction lead times insulate incumbents from an immediate market collapse.See omnystudio.com/listener for privacy information.

¿Te consideras una persona que exagera las situaciones? ¿Vives con alguien a quien le encanta el drama? En este episodio te enseñamos a identificar a las personas dramáticas frente a las auténticas, y analizamos por qué el hábito de maximizar los conflictos desgasta las relaciones.  Disfruta el podcast de Por el Placer de Vivir con Cesar Lozano en Uforia App, Apple Podcasts, Spotify, Uforia Podcasts en YouTube y en ViX. ¿Cómo te sentiste al escuchar este Episodio? Déjanos tus comentarios, suscríbete y cuéntanos cuáles otros temas te gustaría oír en #porelplacerdevivir 

Il y a un an disparaissait une grande figure malienne, Tiébilé Dramé, qui fut deux fois ministre des Affaires étrangères et qui négocia plusieurs accords de paix avec les rebelles touaregs du nord du Mali. Aujourd'hui paraissent ses mémoires aux éditions Cauris Livres, sous le titre Tiébilé Dramé, Une vie de lutte. L'économiste et polytechnicien sénégalais Mamadou Lamine Diallo, qui a été vice-président de l'Assemblée nationale du Sénégal et qui a publié notamment Les Africains sauveront-ils l'Afrique ?, chez Karthala, a été un ami très proche du défunt. Il témoigne au micro de Christophe Boisbouvier. RFI : Pourquoi ce titre, Une vie de lutte, à propos du défunt Tiébilé Dramé ? Mamadou Lamine Diallo : C'est un titre qui a été validé par Tiébilé Dramé, lui-même, avec son épouse Kadiatou Konaré. Il correspond, je pense, objectivement, à ce qu'il a vécu depuis sa tendre enfance à Nioro et par la suite à Bamako, à travers donc les mouvements estudiantins et le mouvement démocratique. Cela correspond vraiment à la vie de Tiébilé. Sous la dictature du général Moussa Traoré, Tiébilé Dramé s'est engagé très jeune dans la lutte syndicale et il l'a payé de plusieurs années de bagne dans l'extrême nord du Mali. Puis, il a dû s'exiler. Pourquoi a-t-il été un acteur clé de la « Révolution » démocratique de 1991 ? Le mouvement étudiant, qu'il a dirigé en étant secrétaire général de l'Union nationale des étudiants et élèves du Mali, a été un peu le fer de lance de la lutte contre le régime militaire dictatorial du général Moussa Traoré. Il faut le dire. C'étaient des luttes violentes parce que les manifestations étaient réprimées. Et puis, ils ont arrêté beaucoup de dirigeants étudiants, des enseignants également. C'est ainsi que lui-même a été à Kidal, à Ménaka, dans les prisons au nord du pays. Et ensuite à son retour d'exil, évidemment, il a été l'un des principaux acteurs de la « Révolution » de 1991 ? Oui, c'est-à-dire qu'en exil à Paris au tournant des années 1980 et 1982, il était organisé avec d'autres Maliens au sein des étudiants maliens en France et des travailleurs immigrés. C'est tous ces mouvements qui ont conduit petit à petit au renversement du régime du général Moussa Traoré. Les manifestations ont été organisées à Bamako sous le couvert de la lutte anti-apartheid ou de la nécessité de la démocratie et du pluralisme politique. Et c'est tout cela qui a conduit à la chute du régime en 1991. Il a été un acteur décisif. Et on peut dire que ces années de bagne à Taoudeni, à Kidal, à Ménaka mais aussi que ces années de ministre des Zones arides, que tout ce parcours l'a conduit à devenir un homme de dialogue avec les groupes rebelles du nord du Mali ? Certainement, mais aussi son passage à Amnesty International. Il a eu à travailler avec Amnesty International à Londres pendant quelque temps, et je crois que c'est là où il a pris la fibre diplomatique. Cette fibre est également très sensible aux droits de l'homme, notamment avec ce qu'il a vu avec la répression en Mauritanie, avec les Négro-africains de Mauritanie. Là, il a été convaincu qu'il était important effectivement de dialoguer. C'est ça qui l'a conduit à être très actif dans les accords de Ouagadougou et d'Alger. Les accords de Ouagadougou de 2013, qui ont mis fin pendant quelque temps au conflit dans le nord du Mali. À la fin de sa vie, Tiébilé Dramé a vécu le retour des militaires au pouvoir et il a pris des risques. C'est lui par exemple en mars 2022 qui a prononcé l'oraison funèbre de Soumeylou Boubèye Maïga, après la mort de ce grand homme d'État malien dans une prison de la junte. Est-ce que son parcours et son combat pour la démocratie contre les militaires peuvent résonner encore pour la jeunesse malienne d'aujourd'hui ? Sa vie, son parcours, les principes autour desquels il a organisé son action politique devraient aider les jeunes Maliens à aider le Mali, qui est quand même au bord de l'effondrement, c'est le moins qu'on puisse dire. Ces principes-là sont fondés sur le respect de l'autre, la lutte contre les injustices, sur le pluralisme démocratique qui est une nécessité, mais aussi sur l'unité du territoire. Je crois que pour les accords de Ouagadougou, ils étaient au centre de ces négociations : chercher à obtenir la paix pour pouvoir organiser des élections basées sur l'unité du territoire, mais également sur le fait que les populations, les communautés du nord devraient être mieux traitées dans un Mali uni. Je crois que les jeunes Maliens devraient s'intéresser beaucoup plus à ce qu'il a écrit et à ce qu'il a fait. Cet ouvrage devrait être lu. À partir de ce moment-là, c'est à eux de trouver les solutions aujourd'hui pour sortir de la situation actuelle. Peut-on dire que Tiébilé Dramé était à la fois un grand démocrate et un homme intraitable sur l'intégrité territoriale du Mali ? Grand démocrate, oui, assurément. Personne ne peut en douter. Maintenant, en ce qui concerne le principe d'un Mali uni, unitaire, pour lui, ce n'était pas négociable. Avec ce principe-là, on doit pouvoir dialoguer, y compris avec des jihadistes, pour éviter le chaos.  

Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang covers the announcement of the Radeon RX 9050 which include 4GB models, all the tidbits Adam learned at AMD's Advancing AI event, recent Windows news, and much more. And of course we answer questions live! Timecodes: (00:00:00) - Intro (00:06:15) - RX 9050 announced (00:24:42) - AMD AI event (01:01:53) - Windows updates (01:13:41) - Q&A Links: - RX 9050 news: https://www.pcworld.com/article/3200962/amd-reveals-the-radeon-rx-9050-and-4gb-graphics-cards-are-back.html - Zen roadmap: https://www.tomshardware.com/pc-components/cpus/amd-reveals-cpu-architecture-roadmap-through-2028-following-zen-6-venice-launch-zen-7-florence-to-debut-in-2028-alongside-diversified-product-family-confirms-zen-8-ravenna-in-development - Windows 10 numbers: https://www.pcworld.com/article/3199781/hp-exec-says-30-percent-of-pcs-still-run-windows-10-heres-why-that-number-matters.html - Windows 11 DRAM hog: https://www.pcworld.com/article/3199779/microsoft-admits-its-windows-11-apps-hog-ram-a-fix-is-coming.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Music by Our Ghosts: https://ourghosts.bandcamp.com/ Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup ============= Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that remember. Equity analyst Shan Rui Yeo explains how memory works, from DRAM and NAND to high bandwidth memory, and how an industry that destroyed wealth for four decades became disciplined after consolidating to three players in 2013. He then walks through what changed: AI inference has made memory the key bottleneck, memory content is climbing with each new generation of GPUs, and new supply takes three to four years to build. With prices up sharply and customers signing long-term agreements, Part 1 of this three-part conversation lands on a commodity industry whose business model is changing in real time.   Key Takeaways Memory is a commodity with a three-to-four-year supply lag, which is why the cycle has always been difficult. Consolidation to three players in 2013 turned four decades of wealth destruction into at least 15% returns on capital through the cycles. In AI inference, memory bandwidth sets the speed of token generation, making memory the key bottleneck. NVIDIA's Rubin GPU carries 384 GB of DRAM, the equivalent of 32 iPhones per GPU, or 160 million iPhones across five million GPUs. HBM consumes three times the wafer capacity of standard DRAM (four times with HBM4) and is forecast to absorb 30% of DRAM wafers by 2027. DRAM contract prices are up roughly 200% year to date and 400 to 500% year over year, and price increases are reaching phones, laptops, and consoles. Customers are signing three-to-five-year agreements with prepayments, which could support a re-rating of memory companies.   Companies Mentioned: Samsung Electronics, SK Hynix, Micron, NVIDIA, Intel, Texas Instruments, Apple, Nintendo   Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.   Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts

China's largest memory chipmaker made a blockbuster debut on the Shanghai Stock Exchange's STAR Market on Monday as experts pointed to growing signs of a structural bull run in the A-share market.国内规模最大的存储芯片企业周一在上交所科创板重磅上市，业内专家表示，A 股市场结构性牛市信号愈发清晰。In the Chinese mainland's biggest initial public stock offering in recent years, shares of ChangXin Memory Technologies, or CXMT, surged 465.82 percent to close at 49 yuan per share, propelling its market value to more than 3 trillion yuan ($443 billion) and making it the most valuable company on the A-share market on its first trading day.此次上市为内地近年来规模最大的首次公开发行。长鑫存储技术有限公司（简称长鑫存储）股价暴涨 465.82%，收盘报 49 元每股，总市值突破 3 万亿元人民币（折合 4430 亿美元），上市首日登顶 A 股市值第一。CXMT not only overtook the United States peer Intel in market value, but also dethroned the Industrial and Commercial Bank of China as the domestic market's top-weighted company.长鑫存储市值不仅超越美国同行英特尔，还取代中国工商银行，成为 A 股市值权重最高企业。The company raised at least $8.6 billion with the offering, priced at 8.66 yuan per share.本次发行定价 8.66 元 / 股，企业募资规模至少 86 亿美元。The feverish trading was underscored by a record-shattering 140-billion yuan single-day turnover, reflecting a strong investor appetite for high-tech domestic champions as China presses ahead with its push for technological self-reliance.该股单日成交额高达 1400 亿元，创下历史新高，交易热度空前。当前我国持续推进科技自立自强，投资者对国产高科技龙头企业投资意愿强烈。Wu Hao, a portfolio manager at Founder Fubon Fund, said that CXMT's IPO completes the most critical piece of a puzzle for the A-share market's memory sector.方正富邦基金组合经理吴昊表示，长鑫存储登陆 A 股，补齐了 A 股存储板块最核心的一块短板。"It gives China its first homegrown DRAM powerhouse with global heft, sharpening the investment case across the memory value chain," he said.“长鑫存储打造出我国首家具备全球竞争力的本土动态随机存取存储龙头，整条存储产业链的投资价值都得到提升。” 他说道。From equipment and materials to design, manufacturing and packaging, the story of CXMT is now shifting from concept validation to earnings realization, he added.他补充道，从设备材料、芯片设计、晶圆制造到封装测试，长鑫存储的发展逻辑已从技术验证阶段转向盈利兑现阶段。DRAM, or dynamic random access memory, is the main type of memory that computers and servers use to run programs and process data in real time.DRAM 即动态随机存取存储器，是电脑、服务器实时运行程序、处理数据的主流存储芯片。With artificial intelligence-driven demand on the rise, the market is at the starting point of a new memory cycle in which the demand for memory chips will be substantially boosted given the rollout of more AI models and applications, said experts at Sinolink Securities.国金证券专家表示，人工智能拉动存储需求持续攀升，存储行业正式开启新一轮上行周期；随着各类人工智能模型与应用落地，存储芯片需求将大幅增长。Analysts at Huaxi Securities estimated that CXMT's market cap may stabilize at 2 to 3 trillion yuan in a base-case scenario, with upside to 4 trillion yuan under bullish assumptions.华西证券分析师测算，中性预期下，长鑫存储总市值有望稳定在 2 万亿至 3 万亿元；乐观情景下，市值有望冲击 4 万亿元。But the real significance lies beyond the numbers. By filling the long-missing gap of a homegrown DRAM manufacturing heavyweight, the listing is set to upend the skewed valuation framework of the A-share memory segment and, in the long run, reshape the entire semiconductor sector's pricing logic, they said.分析师表示，此次上市的深层意义远不止市值数据。长鑫存储填补了我国长期缺失的本土 DRAM 制造龙头空白，将重构 A 股存储板块失衡的估值体系，长期来看重塑整个半导体行业估值定价逻辑。Donnie Teng, a semiconductor and tech research analyst at Nomura, gave CXMT a buy rating and a 116-yuan target, projecting its global DRAM market share to rise from about 10 percent at present to 18 percent by the end of 2028.野村证券半导体科技行业分析师滕栋尼给予长鑫存储 “买入” 评级，目标价 116 元。其预测，2028 年末，长鑫存储全球 DRAM 市场份额将从当前约 10% 提升至 18%。CXMT's annual output growth is estimated at between 40 and 45 percent as AI will drive a sevenfold surge in global memory demand by 2030.机构预测，长鑫存储年产量增速将维持在 40% 至 45%；到 2030 年，人工智能将推动全球存储芯片需求增长 7 倍。Lu Zhe, chief economist at Soochow Securities, said that A-share investors' appetite for tech companies may pick up after CXMT's IPO.东吴证券首席经济学家陆哲表示，长鑫存储上市后，A 股市场资金对科技企业的投资热情或将回暖。Combined with the fact that a growing number of companies have recently announced their buyback plans, investors should adopt a more optimistic outlook on the A-share market.叠加近期多家上市公司发布股份回购计划，投资者对 A 股后市可保持更为乐观的判断。Though market volatility may be unavoidable, the odds of a market rebound are steadily rising, he said.他表示，市场短期波动虽难以避免，但整体反弹的概率正在持续提升。In a separate development, Fang Xinghai, a former vice-chairman of the China Securities Regulatory Commission, is under investigation for suspected serious violations of Party discipline and the law, China's top anti-graft authorities said on Friday.国家纪检监察机关周五通报，中国证券监督管理委员会原副主席方星海涉嫌严重违纪违法，目前正接受审查调查。Experts broadly read the move as a signal that the financial anti-corruption drive is entering a deeper phase, aimed at protecting the country's financial assets while upholding market integrity and stability.业内专家普遍认为，此次查处释放信号，金融领域反腐败工作持续向纵深推进，在维护资本市场公平稳定的同时，守护国家金融资产安全。Lian Ping, chairman of the China Chief Economist Forum, said that a new long-term stabilizing mechanism is taking shape in the Chinese capital market, featuring broader participation, early capital entry, institutional fine-tuning and long-term confidence stabilization.中国首席经济学家论坛理事长连平表示，我国资本市场全新长效稳定机制正在逐步成型，核心特征包括市场参与主体多元化、长期资金前置入市、机构体系优化调整、市场长期信心稳固。The A-share market has entered a structural bull run with the optimizing of the market governance mechanism. With more supportive policies and capital anticipated, investors should have faith in the A-share market, as the valuation of technology companies will return to a reasonable level, said Lian.连平称，随着资本市场治理机制持续完善，A 股已步入结构性牛市。后续利好政策与增量资金有望持续落地，科技企业估值将回归合理区间，投资者应当对 A 股市场保持信心。"New quality productive forces and technological innovation, which play pivotal roles in China's economic restructuring, need the empowerment of equity financing. This is the fundamental reason underpinning the sustained upward trajectory of the A-share market over the long run," he said.他表示：“新质生产力与科技创新是我国经济结构转型的核心抓手，二者离不开股权融资的赋能支撑。这也是 A 股市场长期具备上行基础的根本原因。”semiconductor /ˌsemikənˈdʌktə(r)/n. 半导体valuation /ˌvæljuˈeɪʃn/n. 估值；估价structural /ˈstrʌktʃərəl/adj. 结构性的innovation /ˌɪnəˈveɪʃn/n. 创新；革新

News sources: https://lmg.gg/9Vehu Timestamps: 0:00 Shared Claude chats appear on Google 1:39 Man faces prison for wiping his phone 3:08 PC shipments fall as tech gets pricier 5:31 QUICK BITS INTRO 5:37 Huawei may build its own DRAM fab 6:17 Microsoft cracks down on Windows piracy 6:53 Facebook verifies users are human 7:26 Vatican prayer app leaks user data 8:26 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices

Una fotografía, una aplicación y una respuesta en segundos. Para muchas familias, ese es hoy el primer paso cuando aparece una lesión en la piel de un niño. Pero… ¿qué tan confiable es esa respuesta? La inteligencia artificial ya no pertenece al futuro. Nuestros pacientes ya la están utilizando para buscar diagnósticos, interpretar síntomas y decidir si necesitan – o no – consultar a un médico. En una especialidad tan visual como la Dermatología, estas herramientas podrían mejorar el acceso, facilitar diagnósticos y apoyar a profesionales de la salud. Pero también pueden cometer errores, reproducir sesgos y ofrecer una falsa sensación de seguridad. Entonces, ¿la inteligencia artificial es nuestra aliada, representa un riesgo o se está convirtiendo en el nuevo primer contacto de nuestros pacientes? Para conversar sobre este tema nos acompaña en este episodio la Dra. Mónica Ramos, dermatóloga egresada del Instituto Dermatológico de Jalisco, con subespecialidades en Dermatología Pediátrica y Cirugía Dermatológica, además de formación en Alta Dirección de Empresas por IPADE Business School. La Dra. Ramos es profesora de Dermatología Láser y Cosmética, docente del Tecnológico de Monterrey y de la Diplomatura en Terapia Láser en Dermatología del CILAD. Además, es fundadora de Dermika Centro Dermatológico Láser, SKN Farmacias, YICH Skincare y SkinEdge, una plataforma de inteligencia artificial aplicada a la Dermatología. Instagram: @dramonicaramos ¿Tienes algún comentario sobre este episodio o sugerencias de temas para un futuro podcast? Escríbenos a pediatrasenlinea@childrenscolorado.org.

CXMT, a Chinese DRAM maker based in Hefei, completed a Shanghai listing that prompted a selloff in U.S. memory exposure. Western Digital, which owns the SanDisk brand and relies on NAND flash, fell 8.1 percent as investors weighed the risk of heightened competition. CXMT's move matters beyond DRAM because memory pricing across DRAM and NAND often correlates. U.S. export controls from 2023 and 2024 may limit Chinese access to advanced tools, but financing support signals continued capacity investment. Micron, Samsung Electronics, and SK Hynix are expanding capacity in the United States and Asia. Founders should monitor contract pricing, diversify suppliers, and build flexible terms into procurement to manage volatility.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

DRAM long ago hit the slow curve of lateral scaling. The only real way left for big bit density gains is stacking up. In a previous video, I discussed 3D NAND, the most scalable semiconductor. 3D NAND sparked a scaling revolution in the industry. Can it do the same for DRAM? But stacking DRAM - cells, not dies - is not as easy as stacking NAND cells. In today's video, we talk true 3D DRAM.

DRAM long ago hit the slow curve of lateral scaling. The only real way left for big bit density gains is stacking up. In a previous video, I discussed 3D NAND, the most scalable semiconductor. 3D NAND sparked a scaling revolution in the industry. Can it do the same for DRAM? But stacking DRAM - cells, not dies - is not as easy as stacking NAND cells. In today's video, we talk true 3D DRAM.

Uno de los episodios más dramáticos en la historia de Radio Praga: el antes, durante y después de la Primavera de Praga, y el recuerdo imborrable de Jan Palach.

AGENDA: 00:04 China's Kimi and Qwen Put Frontier AI on Notice00:08 Washington Debates Whether Chinese AI Models Should Be Banned 00:17 Can America Build a Profitable Open-Weight AI Champion? 00:21 OpenRouter's Moment: Is This the Perfect Time to Sell? 00:31 Fireworks' $1.5B Raise Signals the Real AI Money Is in Infrastructure 00:39 Why Every Great AI App May Need to Build Its Own Model 00:50 Stripe's Bold Play to Buy PayPal 01:01 The AI Funding Frenzy: Why Late-Stage Venture Is Winning 01:12 Nuclear Startups Go Wild While Databricks and Stripe Stay Private 01:15 The AI Supply Chain War: TSMC, ASML, DRAM—and Nvidia's Next Move  

The Pirate Street Journal takes a sharp look at business through the category design lens, and this episode delivers three stories that reveal how the decisions made today will define economic winners and losers for decades. From data center legislation in New York to Apple raising prices and a Costco cashier becoming a millionaire, each story points to the same underlying truth: the category you choose matters more than almost anything else. Whether you are a governor, a tech executive, or an hourly worker, picking the right side of the S-curve is everything. This is just one of the topics that Pirates Christopher Lochhead, Eddie Yoon and Bri Clark discuss on this episode of Pirate Street Journal. Each week, the Category Pirates pick three headlines worth paying attention to and break down the category underneath. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   New York Said No to Data Centers and It Will Pay the Price On July 10th, New York became the first state in America to ban new data centers, with Governor Kathy Hochul signing a freeze on permits for hyperscale facilities for up to a full year. She cited higher power bills, water use, and grid strain as her reasons. Meanwhile, legislation is already being introduced to extend that freeze to three years. This is happening at the same time a study revealed New York has lost $11 billion in taxes due to millionaires leaving the state, and the city recently implemented rent control that has effectively killed new housing development. Compare that to Boise, Idaho, where four people started a memory chip company called Micron in the basement of a dental office back in 1978. Today, Micron employs more than 6,000 people, stands as the third largest private employer in Idaho, and just committed to a $15 billion expansion, the largest private investment in the state’s history. One town said yes 48 years ago and is still cashing that check. The next Boise could be anywhere someone decides to welcome the future, including, perhaps, the Big Island of Hawaii. The smarter move for any governor would not be a blanket freeze but a proof of concept, a small data center pilot that generates real-world data instead of relying on academic spreadsheets. Governors today have more power and agency than they may realize, and the choice between welcoming AI infrastructure or blocking it is really a choice between the future and the past.   Apple’s Price Hikes Signal the Return of On-Premise AI Apple recently raised prices across its lineup, with the Mac Studio jumping $1,300 and even entry-level MacBooks climbing $100. Tim Cook called the memory shortage a hundred-year flood, and he is not entirely wrong. DRAM and NAND prices surged roughly 60% last quarter and are projected to climb another 13 to 18% this quarter, with some analysts expecting memory costs to double again before the cycle ends. The AI hardware boom is still in its early innings, and anyone due for an upgrade should know that prices are only heading one direction. But the deeper story here is about data ownership and the return of on-premise computing. When businesses send their data into cloud-based AI platforms, those platforms can see everything. The controversy around Anthropic launching a product that competed directly with Cursor, a development tool built on top of Anthropic’s cloud, illustrated exactly why enterprises cannot afford to hand over their intellectual capital. Goldman Sachs, Merck, Citibank, none of them can afford to have an AI provider see their most sensitive work and potentially act on it. Apple’s privacy-first approach and its push to run more AI directly on device is not just a marketing position. It is a strategic response to a real problem. As LLMs commoditize, Apple is positioning itself as the gateway that routes your queries to the right model for the right task, while keeping your data on your device and out of someone else’s servers. Dell is also worth watching here, as its infrastructure business is growing at 40% while its consumer hardware grows at just 5%, a clear signal that the on-prem shift is accelerating.   The Costco Cashier Proves Category Kings Build Millionaires The Wall Street Journal ran a story about a Costco cashier who makes $32.90 an hour, started at $5.85 back when it was still Price Club, owns a three-bedroom home with a pool, and has a 401(k) worth over one million dollars. He is not an outlier. Costco’s CFO confirmed that many thousands of their hourly workers have crossed the seven-figure mark in retirement savings, and the company’s annual turnover sits at just 7% compared to a retail industry average of 60%. This story is really about category design in action. Costco became a category king in retail by capping its markups at 15% when every other retailer was charging 35 to 40%, offering generous health benefits even to part-timers, and building a culture that retains people for decades. When you combine low turnover with a growing stock, mission-driven leadership, and a business model that serves customers, employees, and investors simultaneously, you get the kind of compounding wealth that turns a cashier into a millionaire. The lesson applies whether you are scanning groceries or launching a startup. The category you pick matters more than the salary on your offer letter. Finding a company on the left side of the S-curve, one that treats its customers, its people, and its investors well while still growing, is the real career decision. The title and the paycheck matter far less than whether the category you join is heading toward abundance or quietly flatlining on the way down. To hear about all the topics in this week's The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!

This week on Market Mondays, we break down the biggest stories shaping the markets and answer the investing questions everyone is asking.We discuss whether DRAM has finally bottomed, if Micron's pullback is an opportunity, when gold could become a buy again, and why Apple and Eli Lilly continue to outperform. We also examine Oracle, SpaceX, Netflix, McDonald's, and the stocks we'd hold for the next 10–15 years.We also cover trading strategy, market bottoms, futures trading, portfolio construction, oil prices, AI competition from China's Kimi K3 model, and the biggest investing lessons of the year. Plus, MG The Mortgage Guy joins us to break down the latest in real estate, mortgages, housing affordability, interest rates, and what buyers and investors should be watching in today's market.If you're serious about building long-term wealth through investing and real estate, this is an episode you don't want to miss.#MarketMondays #Investing #StockMarket #RealEstate #MGTheMortgageGuy #IanDunlap #EarnYourLeisure #Stocks #WealthBuilding #Finance #Trading #Gold #Micron #SpaceX #Apple #OracleAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Another exciting week is in the books, and the markets certainly gave traders plenty to talk about. In this week's Trading Week Wrap Up!, we'll break down the biggest financial stories that moved markets, from the powerful rebound in memory chip stocks to another surge in crude oil prices and the latest developments surrounding Netflix. The market continues to send mixed signals... Technology remains resilient, energy is heating up again, and investors are trying to determine whether this bull market still has fuel left in the tank. On today's show, we'll discuss: The memory stock bounce – Is the semiconductor rally back on track, or is this simply a relief rally? We'll examine what's driving renewed optimism in DRAM and AI-related chipmakers. Oil's latest surge – What's behind the move in crude oil, and what could it mean for inflation, energy stocks, and the broader economy? Netflix – We'll look at the latest news surrounding the streaming giant and discuss whether the stock still deserves its premium valuation. The week's biggest market movers – From technology to commodities, we'll connect the dots between the headlines and the price action. As always, I'll share my thoughts on the overall market environment, discuss what sectors I'm watching most closely, and highlight potential opportunities heading into next week. Because every Friday isn't just about reviewing what happened... It's about preparing for what comes next. Listen now:

The hype has faded... Now comes the big question. After months of relentless selling, many space stocks have fallen sharply from their highs. The excitement surrounding commercial space, satellite communications, launch providers, and the blockbuster SpaceX IPO has cooled dramatically, leaving investors wondering: Is this the buying opportunity everyone's been waiting for... or is there still more downside ahead? In today's episode, we answer a viewer question by taking a deep dive into the space sector and separating the companies with real long-term potential from those that may have simply ridden the hype train too far. We'll discuss: Why space stocks have sold off so aggressively Whether valuations are finally becoming attractive How SpaceX's public debut has changed the competitive landscape Which factors could drive the sector's next major move How I would approach investing in the space economy today Because great industries don't always produce great investments... Price still matters. We'll also update the TraderMerlin trade sheet with a new position in the DRAM sector, discussing why memory chips have become one of the hottest areas of the semiconductor market. With AI demand exploding and data centers requiring enormous amounts of high-bandwidth memory, is this the beginning of another major opportunity? I'll break down: Why I'm looking at DRAM now The technical setup behind the trade My risk management plan What would invalidate the trade As always, we'll wrap up with today's market action and the key themes I'm watching as we head into the next trading session. Listen now:

Send us Fan MailIn this Season 7 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested battle between DRAM and AIQ, pitting two AI boom focused ETFs against each other, and asking if it's better to invest in the software, or the hardware. Program judges Shana Sissel from Banríon Capital Management and John Davi at Astoria Investment Management analyze this audience requested AI Boom ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#ETF #ai #investing FREE WEBINAR JULY 23Grab your free seat for July 23 and learn how to de‑risk your portfolio before the next downturn hits — register now at https://www.etfguide.com/safety

When a blue-chip stock suffers a sharp selloff, every investor asks the same question: Is this a buying opportunity… or a value trap? In today's episode, we tackle a viewer question about IBM after its dramatic decline. Has Wall Street overreacted, creating an attractive entry point? Or has the market uncovered deeper problems that investors shouldn't ignore? We'll break down: What caused IBM's sharp selloff Whether the fundamentals have actually changed Key technical support and resistance levels How to evaluate buying opportunities after major price declines What long-term investors and traders should be watching Sometimes the best opportunities come when fear takes over the market… But not every dip is worth buying. We'll also answer a viewer question about DRAM and why it's become one of the hottest areas in the semiconductor industry. We'll discuss: What DRAM memory is and why it matters How AI is driving demand for memory chips The companies benefiting from the boom Whether the semiconductor rally still has room to run Finally, we'll wrap up with today's market action, highlighting: The biggest movers Sector rotation Investor sentiment What today's price action could mean for tomorrow's trading session Because great trading isn't about chasing headlines... It's about understanding the story behind the move. Listen now:

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Mon, 13 Jul 2026 21:15:00 GMT http://relay.fm/upgrade/628 http://relay.fm/upgrade/628 Conspiracy to Steal Trade Secrets 628 Jason Snell and Myke Hurley Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? clean 5842 Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. ExpressVPN: High-Speed, Secure & Anonymous VPN Service. Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code upgrade26. Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback ‎Television Time App - App Store Letterboxd Ludwig (2024 TV series) - Wikipedia FileMaker Claris Apple testing DRAM chips from banned Chinese memory supplier - 9to5Mac Apple scores record 89 Emmy Award nominations - Apple Apple sues OpenAI, accuses ex-employees of stealing trade secrets - 9to5Mac Apple sues OpenAI, alleging trade secret theft – Six Colors Apple-OpenAI Legal Battle Highlights Tensions Over AI Hardware Talent Poaching - Bloomberg How Apple's Lawsuit Threatens to Disrupt OpenAI's Bid to Rival the iPhone - Bloomberg Apple's ‘Thermonuclear' Response to the OpenAI Threat - WSJ Apple Sues OpenAI, Apple's Real Problem – Stratechery by Ben Thompson Apple's Chip Plans: M6, M7 Pro, M7 Max, M7 Ultra, M8 Details; Touch MacBook Pro - Bloomberg Double Ender Friend of the Show: Tom Holland Meets Tom Holland to Chat All Things The Odyssey - The Rest is History - YouTube

Mon, 13 Jul 2026 21:15:00 GMT http://relay.fm/upgrade/628 http://relay.fm/upgrade/628 Jason Snell and Myke Hurley Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? clean 5842 Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. ExpressVPN: High-Speed, Secure & Anonymous VPN Service. Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code upgrade26. Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback ‎Television Time App - App Store Letterboxd Ludwig (2024 TV series) - Wikipedia FileMaker Claris Apple testing DRAM chips from banned Chinese memory supplier - 9to5Mac Apple scores record 89 Emmy Award nominations - Apple Apple sues OpenAI, accuses ex-employees of stealing trade secrets - 9to5Mac Apple sues OpenAI, alleging trade secret theft – Six Colors Apple-OpenAI Legal Battle Highlights Tensions Over AI Hardware Talent Poaching - Bloomberg How Apple's Lawsuit Threatens to Disrupt OpenAI's Bid to Rival the iPhone - Bloomberg Apple's ‘Thermonuclear' Response to the OpenAI Threat - WSJ Apple Sues OpenAI, Apple's Real Problem – Stratechery by Ben Thompson Apple's Chip Plans: M6, M7 Pro, M7 Max, M7 Ultra, M8 Details; Touch MacBook Pro - Bloomberg Double Ender Friend of the Show: Tom Holland Meets Tom Holland to Chat All Things The Odyssey - The Rest is History - YouTube

Siri appears to gain third‑party app powers in iOS 27 beta 3, Microsoft lays off almost 5,000 people, many in the XBOX devision, physical media may be dead, and maybe I don't hate Meta glasses.Member Promo Code: IWANTCHAPTERS (Click above and the $2.50 promo will be auto applied!)Top Five Tech | Stephen's PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on ThreadsSponsors:Framer - Start creating for free at framer.com/primary and get 30% off an annual Pro plan!CleanMyMac - Get Tidy Today! Try 7 days free and use my code PRIMARYTECH for 20% off at clnmy.com/PRIMARYTECHNordLayer - Get up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: PRIMARTYTECHNOLOGY10 at: nordlayer.com/primarytechnologyLinks from the show‎Jason's Appearance on Apple TV (at 15:21)The Official Website of Billie Jean KingSiri AI can pull info from third-party apps in the latest developer beta - 9to5MacNew Reminders IconI'm disappointed Apple will charge for AI camera features in the Home appMicrosoft lays off nearly 5,000 employees across Xbox, commercial sales | TechCrunchPlayStation finally breaks silence amid physical disc furySony erases digital content from libraries; we're reminded we don't own what we buy - Ars TechnicaApple Responds To Disappearing iTunes Movie Purchases IssueSamsung finally confirms Galaxy Unpacked for July 22 | MashableGoogle announces Pixel 11 launch event in August | The VergeNetflix dabbles in shorter video content with its new set of publisher deals with Variety, others | TechCrunchApple to increase spend with Broadcom to produce billions more U.S. chips - AppleApple testing DRAM chips from banned Chinese memory supplier - 9to5MacPocket Casts update brings three new features, including CarPlay chapter artwork - 9to5MacAnthropic is launching Claude Cowork on mobile and web | The VergeOpenAI releases new voice models for more natural live conversations | TechCrunchMeta Ray-Ban glasses brick the camera if you mess with recording light | MashableMeta is reportedly working on smart glasses that would be recording all the time | The VergeSchlage Sense Pro Review: Fastest Apple Home Lock? - YouTube (00:00) - Intro (03:12) - Jason on Apple TV (08:04) - iOS 27 Beta 3 (25:47) - Microsoft's XBOX Problem (30:21) - PlayStation Drops Physical Discs (45:20) - Sponsor: Framer (47:09) - Sponsor: CleanMyMac (48:48) - Sponsor: NordLayer (50:31) - Samsung Unpacked (52:02) - Pixel 11 Event (53:09) - Netflix Shorts (54:53) - Apple Chips and RAM (59:20) - Pocket Casts Update (01:04:09) - Claude Cowork on Mobile (01:08:55) - OpenAI Voices (01:10:25) - Meta Glasses Review (01:35:16) - 3 iPads on a Plane ★ Support this podcast ★

The core structural shift affecting MSPs and IT service providers is a market bifurcation, where the traditional middle-ground offering—an undifferentiated blend of hardware and support—no longer matches client buying behavior. Dave Sobel referenced research from Techisle, which underscores a split between buyers seeking high-touch, managed outcomes and those opting for low-cost, self-serve technology tools. This division is further exacerbated by increasing component costs and external pressures on hardware pricing, particularly the rapidly escalating prices for memory and storage. Supporting data comes from a recent analysis of approximately 3,000 MSP websites conducted by Business of Tech. The scan found that 68% of MSPs make no mention of AI in their public-facing materials, with only about 1 in 7 offering a defined AI service. Simultaneously, reporting from both Business Insider and E2E reveals that 90% of businesses already have employees using AI tools—primarily adopted independently rather than through formal provider channels. This disconnect highlights a lag in MSP market positioning relative to how technology is actually being acquired and implemented by clients. Additional market stresses are introduced by rising hardware costs linked directly to shortages in memory and storage components. Apple's price increases for Macs and iPads serve as a tangible example, justified by upstream cost spikes in DRAM, which CNBC reported has increased nearly 9x—from approximately $35 to $300 per module. Further, AI data center buildouts are projected to divert up to 20% of consumer memory manufacturing by 2027, suggesting ongoing and intensifying cost pressures for MSPs still reliant on hardware-centric business models. Most providers, as observed by Dave Sobel, remain silent or default to restating the value of external AI platforms like Microsoft Copilot. The practical implication for MSPs and IT service providers is a pressing need to reassess positioning and operational models. Providers embedded in the undifferentiated middle face rising cost risk, declining differentiation, and potential margin erosion. Viable paths require declaring and operationalizing a clear service model, either by transparently externalizing hardware and component pricing risk, or by committing to outcome-based, managed offerings where the provider takes on measurable accountability. Those who adapt agreements and marketing to clarify their role—particularly by documenting internal AI-driven efficiencies—will be better equipped to sustain margin and client relevance as market forces continue to widen the gap. 00:00 Two-Thirds of MSPs Are Silent  04:37 The Memory Shock Splitting the Market 07:05 No Buyer Left in the Middle 10:41 Why Do We Care?  Supported by:  CometBackup ScalePad   

The guys kick off the Fourth of July week by arguing that high agency culture is still America's edge, then dive into why AI is officially too big to fail. Marty and John break down FERC forcing grid operators to fast track data center connections, OpenAI floating a five percent stake to the Trump administration, and Marc Andreessen landing on the Pentagon's defense policy board. They also dig into the memory bottleneck squeezing the chip buildout, why frontier models are not getting commoditized by open source, and what Saudi oil flows back at ninety percent mean for Iran's leverage. To close, they look at Trump's fifty million dollar Bitcoin stash, Strategy selling coin to fund dividends, and whether Washington might already be building a strategic position through the public markets.

In this episode of The Brainstorm, Brett, Sam, and Nick discuss SpaceX's Starfall, a new orbital delivery concept that could move cargo anywhere on Earth at extraordinary speed and open up new possibilities for military logistics and space manufacturing. The team also breaks down why Apple is raising prices as memory costs surge across the hardware industry, driven by AI demand and constrained Dynamic Random-Access Memory (DRAM) supply. Finally, they debate whether open-weight models are starting to pressure frontier AI leaders like OpenAI and Anthropic, or whether this is just a temporary shift toward more efficient spending.Key Points From This Episode:The episode explores SpaceX's Starfall concept, which could enable rapid point-to-point delivery from orbit and reshape both military logistics and emergency response.Apple's price increases are framed as part of a broader DRAM crunch, with hyperscalers and AI workloads driving up memory costs across consumer hardware.We debate whether companies are starting to shift toward lower-cost, more efficient models, which could challenge the economics of OpenAI, Anthropic, and other frontier model providers.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94

The Iran deal is back on again and off again, but oil is not buying it. Marty and John sift through the weekend headline chaos to focus on what actually matters: WTI near seventy dollars and the dollar index back above one hundred. They break down Treasury Secretary Scott Bessent's speech on economic statecraft, why reshoring critical supply chains is moving from PowerPoint to plant openings, and how Iran's oil sanctions waivers are really a dollar dominance play. They also dig into the AI-driven memory shortage that is ending consumer electronics deflation, the administration's crackdown on frontier model releases, and why Apollo's seventeen percent withdrawal requests are a warning shot for private credit. To close, they look at Strategy's preferred share depeg, Bitcoin scraping fifty-eight thousand, and BlackRock's quiet reiteration that every portfolio needs one to two percent allocated to BTC.