Podcasts about Nand

In episode 86 of the I'M PEAKING podcast, we get into some real talk about rave culture. From the impact phones have on festival experiences to the bigger question of whether raving is healing or just an escape. We also unpack the ATLiens vs. OutKast legal drama, share our thoughts on the EDC lineup debates, and Nand recaps his experience out at EDC Thailand.Plus, the podcast is gearing up for a STUDIO MOVE, so if you've got any leads on a new space, we're all ears. Be sure to tune into this one and hope you enjoy!

Czy gracze właśnie przegrywają wojnę o sprzęt?W najnowszym odcinku Continue #28 rozmawiamy o tym, co dzieje się na rynku podzespołów komputerowych. RAM drożeje, pamięci NAND drożeją, a wielcy producenci coraz częściej kierują swoją produkcję w stronę centrów danych i rozwiązań dla AI.Czy to oznacza, że klasyczny gamingowy PC zaczyna być luksusem?Rozkładamy temat na czynniki pierwsze:skąd wzięły się niedobory pamięcidlaczego producenci wolą sprzedawać podzespoły dla AI zamiast dla graczyczy chmura gamingowa może zastąpić własny komputerczy konsole stały się dziś najlepszym „value for money”czy handheldy to nowy gamingowy laptopi czy… retro PC może być najlepszą opcją w 2026 roku.Nie zabraknie też rozmowy o emulacji, modowaniu konsol, indie grach które działają nawet na starszym sprzęcie i o tym, czy gaming naprawdę musi być dziś tak drogi.Bo może rozwiązanie jest prostsze niż myślimy.Może zamiast walczyć o najnowszy sprzęt… wystarczy zmienić podejście do grania.ROZDZIAŁY:00:00:00 - 00:00:14 INTRO00:00:15 - 00:03:44 WSTĘP00:03:45 - 01:01:17 JAK SOBIE PORADZIĆ01:01:18 - 01:02:56 MOWA KOŃCOWA01:02:57 - 01:03:08 OUTRO

W niniejszym odcinku zanurzamy się w świat pamięci masowej

Everpure, formerly known as Pure Storage (PSTG), is undergoing a significant business model transformation from solely a NAND flash hardware provider to a data management and software-centric company. This shift is highlighted by the acquisition of 1Touch (rebranded as Pure1) to enter the Data Security Posture Management (DSPM) market and a strategic partnership with Meta, where Everpure provides high-margin IP licensing and engineering services rather than just physical storage arrays. Despite record R&D spending approaching $1 billion and recent price increases to offset memory shortages, the market remains cautious as it waits for 75–85% gross margins from the Meta deal to reflect in financial results. What is CSI doing with our PSTG position?Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters0:00 - The Rebrand: From Pure Storage to Everpure 1:15 - "Everpure" or "Ever Distilled"? Initial Thoughts on the Name 2:30 - Where Everpure Fits in the Semi Supply Chain 3:45 - The Software Shift: Portworks, 1Touch, and Pure1 5:00 - DSPM: Entering the Data Security Market 6:15 - R&D Comparison: Everpure vs. NetApp 7:45 - The Memory Shortage & 2026 Price Increases 9:00 - Decoding the Meta Deal: Engineering & IP Licensing 10:30 - Margin Expectations: The Path to 85% 11:45 - Guidance & Revenue Forecasts for FY2027 13:15 - Is Management Sandbagging? 14:30 - Final Verdict: Is PSTG a "Wait and See"?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content 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.#Everpure #PSTG #PureStorage #TechInvesting #Semiconductors #DataManagement #Meta #StockMarket #ChipStockInvestorNick and Kasey own shares of PSTG

This week on the M2 Podcast, we break down major power shifts and mounting pressures across the gaming industry. Microsoft has appointed Asha Sharma as the new CEO of Xbox following the departures of Phil Spencer and Sarah Bond, signaling a strategic reset as the company looks to redefine the brand beyond consoles. Meanwhile, a surge in global DRAM and NAND memory prices—driven largely by AI infrastructure demand—is squeezing hardware margins and could lead to higher costs across consoles, components, and subscriptions. On the legal front, New York Attorney General Letitia James is suing Valve, alleging its loot box systems in games like Counter-Strike 2 constitute illegal gambling and could have sweeping regulatory consequences. Finally, Discord has delayed its global age-verification rollout after user backlash, as platforms continue navigating increasing regulatory scrutiny around teen safety. It's a week defined by leadership changes, economic strain, and growing legal accountability in gaming.0:00 Intro1:44 Updates17:08 Inside Xbox leadership shake-up https://tinyurl.com/ek5vv5tb 49:36 Surge in memory prices https://tinyurl.com/444va88t1:07:47 New York Attorney General Sues Valve https://tinyurl.com/2arjkpwe 1:25:03 Discord Is Delaying Age Checks https://tinyurl.com/7m9mrxde 1:35:50 OutroLeave a LIKE and a comment, thanks for watching/listening!-----------------------------------------------------------------------------------PODCAST                ►► https://anchor.fm/m2podcastAMAZON Music         ► https://music.amazon.com/podcasts/091902c3-b83b-487c-8fe7-4c96787434fe/M2-PodcastAPPLE                          ► https://podcasts.apple.com/podcast/id1531832410BREAKER                     ► https://www.breaker.audio/m2-podcast-2CASTRO                       ► https://castro.fm/podcast/6f69d373-d879-46d9-9f1c-bcf7c4bf1741GOOGLE                       ► https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8zNTYwNWZiMC9wb2RjYXN0L3Jzcw==OVERCAST                   ► https://overcast.fm/itunes1531832410/m2-podcastPOCKETCASTS           ► https://pca.st/5jghvf6eRADIOPUBLIC             ► https://radiopublic.com/m2-podcast-GMZkY4SPOTIFY                      ► https://open.spotify.com/show/2VedhO03IRoHERJqF6Sy87STICHER                      ► https://www.stitcher.com/podcast/m2-podcastTUNEIN                        ► http://tun.in/pj3ZI#podcast JOIN THE DISCORD!  ►► https://discord.gg/Kp5Gre6KyleHeath Socials:TIKTOK           ►► https://www.tiktok.com/@mrjkheathTWITCH          ►► https://www.twitch.tv/kyleheathTWITTER        ►► https://twitter.com/mrjkheathYOUTUBE       ►► https://www.youtube.com/MrJkheathMadMikeWillEatU Socials:TIKTOK           ►► https://www.tiktok.com/@madmikewilleatuTWITCH          ►► https://www.twitch.tv/madmikewilleatu/aboutTWITTER        ►► https://twitter.com/madmikewilleatuYOUTUBE       ►► https://www.youtube.com/channel/UC1MoIvzyMDvH_5Ta

Bṛhad-bhāgavatāmṛta Part 2 Chapter 3 Text 61 jñātvā bhagavatā tena dṛṣṭyādiṣṭasya nandinaḥ upadeśena śuddhena svayaṁ me 'sphurad añjasā TRANSLATION Lord Śiva, reading my thoughts, ordered Nandīśvara with a knowing glance, and through Nandīśvara's pure guidance the facts easily revealed themselves to me.

This week we're exploring the food and culture of Kurdistan with author of Nandên: Recipes from My Kurdish Kitchen, Pary BabanBorn in Southern Kurdistan, in Qaladze, a place known for its resistance and community, Pary fled Kurdistan with her family to escape what became known as the Anfal Genocide, and this is a hard listen. But it's her passion for using the food of her land in her restaurant Nandine in South London and now the book, Nandên meaning kitchen to keep her Kurdish culture alive after generations of hardship and displacement, that makes this an essential listen. Pop over to Gilly's Substack for Extra Bites of Pary, including a recipe for Yapraxi bahara, the stuffed vine leaves in her food moments.You can buy the book from the CTB Bookshop at Bookshop.org by clicking here. Hosted on Acast. See acast.com/privacy for more information.

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Srimad Bhagavatam [Bhagwat Katha] – Part 26 | Swami Mukundananda  Swamiji narrates the divine first leela of Shree Krishna in Gokul. Nand and Yashoda, known for their simplicity and devotion, had longed for a child. The Brahmins blessed them, and by divine arrangement, the Lord Himself was destined to appear in their home.  On the suspenseful night of Krishna's birth, one by one the prison guards fell asleep, the chains broke, and the doors opened. Vasudeva carried the newborn across the Yamuna, which parted to make way, and placed Him safely in Gokul. At that very moment, Yashoda fainted in divine ecstasy, and Krishna's gentle crying awakened everyone to the miracle.  Soon after, the mukh‑dikhai ceremony was performed, where the villagers gathered to behold the divine child. The celebration in Vraj was filled with joy, music, and devotion, as the community rejoiced at the arrival of their beloved Krishna.  Swamiji emphasizes that these leelas are not ordinary events but spiritual lessons. Krishna's first leela reveals how God binds His devotees with love, awakens prem bhakti, and assures that His presence is tender, loving, and accessible in the simplest forms of affection.  About Swami Mukundananda:    Swami Mukundananda is a renowned spiritual leader, Vedic scholar, Bhakti saint, best‑selling author, and an international authority on the subject of mind management. He is the founder of the unique yogic system called JKYog. Swamiji holds distinguished degrees in Engineering and Management from IIT and IIM. Having taken the renounced order of life (sanyas), he is the senior disciple of Jagadguru Shree Kripaluji Maharaj, and has been sharing Vedic wisdom across the globe for decades. 

Srimad Bhagavatam [Bhagwat Katha] – Part 27 | Swami Mukundananda  Swamiji narrates the suspenseful leela of Putna Vadh, which reveals Shree Krishna's divine protection even as a six‑day‑old infant. Kamsa, fearful of the prophecy, sent the demoness Putna to Gokul. Disguised as a beautiful woman, she entered Nand and Yashoda's home, pretending to shower affection on the newborn Krishna.  Putna attempted to poison Krishna by breastfeeding Him with deadly milk. But Krishna, the Supreme Lord, accepted her as a mother figure and sucked not only the milk but also her very life force. Putna collapsed lifeless, and when her body was cremated, it emanated fragrance instead of foul odor — a sign of Krishna's boundless grace. Swamiji explains that even though Putna came with evil intent, Krishna granted her liberation because she had offered Him the semblance of motherly affection.  The villagers of Vraj were struck with awe and relief. Nand and Yashoda, shaken yet grateful, realized the extraordinary protection surrounding their child. The suspense of the night gave way to reassurance, as the mothers of Vraj instinctively performed protective rituals around Krishna, expressing their love and devotion.  Swamiji emphasizes that this leela teaches us to develop unshakable faith in God's protection. Just as Krishna safeguarded the people of Braj, He continues to protect devotees who surrender to Him with love and trust. Even hostility, when directed toward God, can be transformed into grace — showing the Lord's infinite compassion.  About Swami Mukundananda:    Swami Mukundananda is a renowned spiritual leader, Vedic scholar, Bhakti saint, best‑selling author, and an international authority on the subject of mind management. He is the founder of the unique yogic system called JKYog. Swamiji holds distinguished degrees in Engineering and Management from IIT and IIM. Having taken the renounced order of life (sanyas), he is the senior disciple of Jagadguru Shree Kripaluji Maharaj, and has been sharing Vedic wisdom across the globe for decades. 

Today on Second Request, Executive Editor Teddy Downey sits down with Sacha Sloan a senior correspondent at The Capitol Forum to discuss Sacha's recent reporting on potential collusion in the microchip sector. Together they discuss how coordinated production cuts, reduced capital expenditures, and public signaling by major NAND manufacturers are contributing to a sharp supply crunch and record price increases. To learn more about The Capitol Forum follow us on Bluesky and Linkedin.

Wen Quan Cheong, co-manager of Mawer's emerging markets equity strategy, outlines four major themes shaping the opportunity set today. First, the "picks and shovels" of AI: upstream enablers such as advanced chip manufacturers, memory makers, and specialized chip-testing firms that are benefiting from structural bottlenecks in the AI supply chain. Second, companies that are actually converting AI investment into higher returns on capital. Third, the "Great Supply Chain Reshuffle," where national security concerns, tariffs, and "China plus one" strategies are driving a reconfiguration of strategic manufacturing infrastructure across Asia and the U.S. And finally, a broader universe of less obvious EM stories that illustrate how opportunity is evolving across regions and sectors as these forces play out.   Highlights: Why upstream AI enablers are seeing such powerful earnings leverage: how capacity cuts, equipment bottlenecks, and surging demand for DRAM, HBM, and NAND have flipped the memory market from oversupplied to structurally tight. What it takes for companies to truly convert AI investment into sustainable returns on invested capital, and why early, well-run adopters may enjoy a multi year edge. How shifting geopolitics, U.S. tariffs, and national security concerns are driving a "Great Supply Chain Reshuffle," from TSMC-linked clean room specialists like Actor Group supporting new fabs to Chinese manufacturers using their domestic scale and integration to expand overseas. Why emerging markets are more than just China and tech, with examples ranging from Saudi insurance aggregation and Vietnamese pharmacies to ship maintenance businesses with recurring revenues.   Host: Rob Campbell, CFA Institutional Portfolio Manager Guest: Wen Quan Cheong, CFA Portfolio Manager   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 Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/

Podcastimizin 118. bölümünde başlığımız ''Bizi Bunlara Kim İnandırdı?” oldu. Beğeneceğinizi umuyoruz, iyi seyirler.

Un mese dopo l'episodio 299 sulla crisi della RAM, la situazione è peggiorata. I prezzi DRAM sono quasi raddoppiati in un trimestre, il 70% della memoria mondiale va ai datacenter AI, Valve ha rinviato la Steam Machine, Raspberry Pi ha riprogettato il Pi 4 con dual-RAM per aggirare la shortage. E la crisi si è allargata: NAND raddoppiato, server CPU, smartphone. Alcuni vendor vendono PC senza RAM inclusa.Fonti e approfondimenti: - Valve Steam Machine delay: https://www.theverge.com/games/874196/valve-steam-machine-frame-controller-delay-pricing-memory-crisis - Raspberry Pi price rises: https://www.raspberrypi.com/news/more-memory-driven-price-rises/ - Raspberry Pi 4 dual-RAM redesign: https://www.omgubuntu.co.uk/2026/02/raspberry-pi-4-rev-1-5-dual-ram - TrendForce DRAM projections: https://www.theregister.com/2026/02/02/dram_prices_expected_to_double/ - IDC: datacenter 70% della memoria: https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments - AMD RAMpocalypse + enterprise focus: https://www.pcgamer.com/hardware/memory/amd-has-added-the-potential-effects-of-the-rampocalypse-into-its-risk-statements/ - Phison CEO NAND raddoppiato: https://www.tomshardware.com/pc-components/ssds/phison-ceo-confirms-nand-prices-have-more-than-doubled-and-will-continue-to-rise-all-2026-production-already-sold-out-ssds-facing-pricing-apocalypse-throughout-2027 - Qualcomm impatto smartphone: https://www.theregister.com/2026/02/05/qualcomm_q1_2026/ - TSMC Risk (Ben Thompson): https://stratechery.com/2026/tsmc-risk/ - PC senza RAM (IDC): https://www.tomshardware.com/tech-industry/idc-expects-average-pc-prices-to-jump-by-up-to-8-percent-in-2026-due-to-crushing-memory-shortages-some-vendors-already-selling-pre-builts-without-ramLa mia app: https://play.google.com/store/apps/details?id=com.edodusi.coderoutine&hl=it-it00:00 Intro01:02 I numeri dello shortage di RAM05:44 Non è solo RAM08:38 Conclusioni#ram #dram #nand #shortage #ai #valve #steammachine

Sandisk's stock has gone up over 1,500% in the last 12 months, so what is causing this surge?In today's deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competitionFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)

武味梓｜ 古法紫微 × 八字行運 × 陽宅風水 × 易經指引Podcast：https://open.spotify.com/show/1k4AmdjTl3bRn1fCIZRYvu?si=koRZpdw7TQ-YF66k7EfbpwThreads：https://www.threads.com/@1491_eden 【限時專欄年方案 9 折優惠活動】

第一個結合「真實犯罪」與「推理小說」的podcast節目。喜歡聽真實犯罪故事以及喜歡閱讀推理小說的你，千萬別錯過。即刻開始進入「惡之根」的世界，讓我們一起研究犯罪，遠離犯罪吧！ https://fstry.pse.is/8np23h —— 以上為 Firstory Podcast 廣告 —— 【限時專欄年方案 9 折優惠活動】

¡Ni los más codiciados carbohidratos podrán detenernos!¡Porque es lunes y SpreadShotNews Podcast ya llegó! En este episodio: Nico continua sus desventuras por Project Wingman, mientras Maxi continúa con la maratón de Ace Combat: esta vez termina Ace Combat 2. Además continúa a pleno Trails to Azure y nos da algunos detalles sobre su aventura. En el Rapid-Fire, tenemos noticias sobre Hitman agregando cross-progression, la enésima reorganización de Ubisoft y la probabilidad de ver Xbox Could Gaming con publicidades. Para el Hot Coffee, repasamos lo que nos dejó el Xbox Developer_Direct de la semana pasada. Para finalizar, en el Special Move, Maxi nos recomienda un documental de Gamers Nexus sobre cómo China está acortando la brecha con el resto del mundo en manufacturación de DRAM y NAND. También nos recomienda un video sobre las tecnologías de upscaling y que tanto se puede bajar la resolución y aún obtener un resultado legible. Nico por su parte recomienda cooler control, la versión agnostica de fan control para regular y controlar los fans de la PC. Por último, recuerden que nos pueden escribir preguntas directamente a través de google forms en el siguiente link: spreadshotnews.com/preguntas

What happens when Kent decides to use the podcast as an SFF build livestream? What about a build using DDR4 memory?? It probably doesn't get more exciting than this.  Unless you count discussing the impending pricing DOOM for SSDs and the Google enabled bluetooth security flaw.So much more fun in the timestamps below!Timestamps:0:00 Intro00:41 Patreon01:29 Food with Josh03:03 Checking in on Kent04:42 RIP cheap SSDs06:07 Samsung and SK hynix reportedly cut NAND supply to drive profits07:00 Checking in on Kent again07:38 NVIDIA GPU prices are probably going up soon12:27 RTX 5070 Ti and 5060 Ti 16GB are not EOL after all14:18 NVIDIA releasing Arm-based chips for Windows laptops this year?17:33 Micron acquires PSMC fab to expand memory operations19:38 Dev patches WINE to make Photoshop 2021, 2025 run on Linux21:35 Josh checks in on Kent25:32 (In)Security Corner35:34 Another check on Kent's build progress36:38 Gaming Quick Hits40:24 Kent makes more progress41:36 Picks of the Week55:34 Outro ★ Support this podcast on Patreon ★

【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2026.01.23【三星 海力士 再減產NAND 華邦電 群聯 再不買來不及？】#華爾街見聞 謝晨彥分析師 ☆ 三星 海力士NAND產能再下修 背後打什麼算盤？ ☆ 什麼是NAND Flash？ 與HBM、DRAM獲利結構深入比較！ ☆ #華邦電 #群聯 能否重啟漲勢？ 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn

We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we've held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. In this video, we break down:--What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in 2026.-- The CEO all but confirmed they are designing the boot drive controller for Nvidia's Bluefield-4 DPUs. We analyze what this Nvidia bump means for their bottom line.Valuation: With margins expanding toward 50% and revenue growing, is SIMO still a deal at $110/share?The MaxLinear Drama: An update on the failed merger and the $160M termination fee arbitration that could finally be resolved this year.If you are looking for a semiconductor play outside the massive trillion-dollar giants, this episode is for you.Watch next: https://youtu.be/JxpoNjBCmDkhttps://youtu.be/_uvIkPwDu5AJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 - Why we kept our Silicon Motion shares00:48 - What are NAND Flash Controllers?01:58 - The 2026 Memory Shortage: Ripple effects in the supply chain03:20 - The Frenemy Risk: Competing with customers (Samsung, Hynix)04:36 - The Cadence Connection: IP supply chain dependencies06:17 - The Nvidia Catalyst: Bluefield-4 Boot Drives11:13 - Financials: Margins expanding to 50%?12:29 - Valuation: Is SIMO still a buy at $110?13:50 - The MaxLinear (MXL) Lawsuit: Where is the $160M?*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content 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.#SiliconMotion #SIMO #Semiconductors #ChipStocks #StockMarket #Investing #Nvidia #NVDA #NANDFlash #TechInvesting #SmallCapStocks #ValueInvesting #SupplyChain #ChipStockInvestor #AIChipsNick and Kasey own shares of Silicon Motion

Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclical growth cycle? In this video, we break down the entire memory hierarchy—from ultra-fast on-chip SRAM to HBM and long-term storage—and give you the basket of companies to watch for each layer.We also discuss why Pure Storage is our top bet for secondary storage and how equipment suppliers like Lam Research could benefit as manufacturers race to expand capacity.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – Memory Shortages: Bubble vs. Cyclical Growth 02:13 – The AI Memory Hierarchy Explained (SRAM, DRAM, NAND) 04:59 – SRAM Stocks: Nvidia, AMD, & Synopsys 06:50 – Embedded Memory: Weebit Nano & MRAM players 07:46 – DRAM & HBM Leaders: SK Hynix, Micron, Samsung 09:00 – The NAND & HDD Resurgence (Seagate & WD) 11:00 – Why Pure Storage is a Top Bet 14:00 – The Fab Five & Lam Research OpportunityIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content 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. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Micron, Pure Storage, Sk hynix, Kioxia, Lam Research

Daniel is joined by Doug Wong, senior member of the technical staff at KIOXIA America, where he has contributed to the advancement of memory technologies since 1993. He began his career with KIOXIA in the company's Memory Division (then part of Toshiba America) and has since focused on a broad range of memory solutions, including… Read More

Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?In this video, we break down Pure Storage's (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins.We analyze the software licensing model, the global shortage of NAND flash memory, and why the new $400 million buyback program.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Intro: Why Pure Storage isn't getting investor love00:55 - Converting Hyperscalers to flash storage 02:00 - Q3 Earnings 03:15 - The Outlook04:00 - Business model shift04:40 - NAND flash is completely sold out 05:30 - R&D spending vs. profitability 07:45 - $400M repurchase plan08:45 - Why we are holding long-termIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content 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. #PureStorage #DataCenters #AI #PSTG #StockAnalysis #Investing #CloudInfrastructure #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Pure Storage

AI zjada pamięć, ceny RAM i NAND idą ostro w górę, a największe fabryki półprzewodników dyktują warunki całemu rynkowi. Amerykanie biczują Unię. I nie chodzi nam o nową strategię bezpieczeństwa USA czy wybryki Elona Muska. Szef jednego z amerykańskich banków inwestycyjnych ostrzega, że Europa może sama zepchnąć się na boczny tor globalnej gospodarki. Do tego Fed szykuje cięcie stóp, ale prawdziwe emocje mogą dopiero wybuchnąć na konferencji Powella, a po bardzo mocnym roku zastanawiamy się, co dalej ze srebrem i innymi „bezpiecznymi przystaniami”. Między innymi o tym na żywo rozmawiają Rafał Bogusławski i Robert Stanilewicz. Zapraszamy!!

What's the case for college these days? For much of the last fifty years, research very clearly suggested that college was the key to unlock the American Dream. A college degree not only ensured a route to a stable career but was also strongly correlated with future financial well-being. Events of recent years, along with the affordability challenges, seem to have stood that conventional wisdom on its head.rnrnAnd yet, more than 15 million students are enrolled in undergraduate programs at close to 4,000 institutions. And despite the headlines about name-brand private colleges and universities, it's important to remember that more than 70% of those students are at public institutions--community colleges and state schools that prioritize affordability alongside educational quality.rnrnTo make the case for college in these turbulent times, we'll hear from the President of one of the more affordable higher education institutions in Northeast Ohio, the chief executive of the regional organization that supports more than 42,000 individuals every year, and the best-selling author of The Black Family's Guide to College Admissions: A Conversation about Education, Parenting, and Race.

Ini untuk menunjukkan bahwa membuat soal untuk quiz, ujian, dan sejenisnya itu tidak mudah. Di kepala saya sebetulnya yang muncul adalah NAND, tapi kenapa yang menjadi soal malah XNOR. ha ha ha.#ujian #salah #quiz #digital #kuliah

Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact, which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year 2026. Management expects demand from other regions (U.S., Taiwan, Korea) to offset these restrictions.Foundry, led by TSMC and other chip fabs, drove 60% of sales. Rising NAND demand is a key long-term tailwind. Q3 revenue was $5.32 billion. Lam's large customer service revenue (roughly one-third of the business) remains a vital asset for customers repurposing equipment.We discuss why we're now advocating for patience with the stock after a 40% run-up, while noting the 2026 outlook may be stronger than current forward valuations imply.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content 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. #lamresearch #lrcxstock #wfecompanie #fabequipment #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research

AI's increasing demand for memory and storage is leading to a significant pricing crisis in the hardware market, with projections indicating that this situation could persist for the next decade. Analysts and manufacturers are warning of impending shortages of NAND and DRAM, essential components for solid-state drives and memory. The price of NAND Flash has already surged by over 100% in just six months, and DDR4 memory products are expected to rise by up to 43% in the third quarter of 2025. This crisis is largely driven by major AI projects, such as OpenAI's Stargate initiative, which could consume a staggering 40% of global DRAM output.Despite broader economic challenges, the tech sector is experiencing a rebound in hiring, particularly in Silicon Valley, where AI companies are driving a resurgence in the office market. Job postings for software developers, cybersecurity engineers, and AI engineers have seen notable increases, even as the private sector overall lost jobs. The demand for tech talent remains high, with international tech workers still viewing the U.S. as an attractive destination. This shift contradicts earlier predictions that AI would lead to widespread job losses, instead highlighting a transformation in workforce dynamics.The podcast also discusses a significant shift in the perception of market development funds (MDF) among channel partners. Traditional MDF programs are becoming obsolete, with partners now prioritizing outcome-based funds and training that enhance capabilities and align with customer success. This change reflects a broader trend in vendor-partner relationships, where partners seek strategic alliances focused on measurable outcomes rather than outdated financial support for marketing activities. The evolving landscape emphasizes the need for specialization and collaboration to thrive in the current market.Finally, the episode touches on the concept of "inshittification," particularly in relation to Amazon's declining customer-centric approach as it prioritizes profits over user experience. This trend raises concerns about the future of online commerce and the trustworthiness of platforms. Additionally, the discussion includes insights on employee satisfaction post-IPO, the evolution of AI technology at Notion, and the challenges faced by OpenAI as it navigates financial losses. These topics prompt critical reflections on vendor relationships, the impact of public offerings on innovation, and the readiness of clients for advanced AI systems. Four things to know today00:00 AI Boom Sparks Global Memory Shortage, Driving Decade-Long Hardware Price Surge04:23 AI Fuels Tech Hiring Surge as U.S. Job Market Splits in Two07:14 MDF Is Dead: Partners Demand Outcome-Based Funding and Strategic Enablement10:10 Amazon's Enshittification, IPO Fallout, and OpenAI's Struggle — Strategy Lessons for IT Providers This is the Business of Tech.    Supported by:  https://getflexpoint.com/msp-radio/https://scalepad.com/dave/ Webinar:  https://bit.ly/msprmail

Our first-ever Festival Recap Episode is here and we're kicking things off with Lost Lands! From favorite sets and The Crater stage, to the moment everyone thought the “special guest” was T-PAIN, your hosts Nand, Daniel, Damien (EDM Cupid), and Dariush (Mashbit) dive into all the chaos, surprises, and unforgettable moments from the weekend.Mashbit shares his behind-the-scenes experience during the Day 3 thunderstorm.Tune in for the highs, lows, and everything in between!!

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it's back in growth mode.In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.Key Topics Covered:The Market: Why the NAND flash market is about to heat up and how SanDisk is uniquely positioned against memory chip makers like SK hynix and Micron.The Partnership: Our preference for SanDisk over Kioxia due to their Flash Ventures joint venture, allowing SanDisk to buy finished wafers at cost with a small markup (asset light model).The Innovation: SanDisk's invention of HBF (High Bandwidth Flash), which might be an answer to HBM for co-packaging next to GPUs.The Financials: Analyzing the 30x expected free cash flow valuation, the company's flip from free cashflow loss to free cashflow positive, the GAAP net loss, and the loan inherited from Western Digital.Investment Thesis: Whether SanDisk should be a small bet in a basket play alongside Lam Research and Pure Storage.TImestamps:(00:00:00) | Introduction: The Memory Supercycle and SanDisk's Re-IPO(00:01:06) | Core Product: NAND Flash, IDMs, and the $200 Billion Market(00:03:00) | SanDisk's History: Spin-off from Western Digital & The NAND Landscape(00:03:38) | The Storage Supply Chain: Lam Research, Kioxia, and Pure Storage(00:05:14) | Kioxia Partnership: Why SanDisk Gets Wafers "At Cost"(00:07:34) | The Market Catalyst: HDD Shortages and Data Center SSD Demand(00:09:56) | Next-Gen Innovation: High Bandwidth Flash (HBF) vs. HBM(00:11:15) | Enablers & Market Exposure: Fab Equipment (Lam, Applied) and Client/Cloud Segments(00:14:02) | Financials: Flipping from Free Cash Flow Loss to Positive(00:16:08) | Q1 Fiscal 2026 Guidance, Debt, and NTM Valuation(00:18:12) | Final Takeaway: SanDisk as a "Small Bet" in a Basket PlayJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content 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. #SanDisk #NANDFlash #AIDC #MemorySupercycle #Investing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Sustainable Stock Picks for August 2025. Includes 12 articles featuring sustainable stock and green bond picks from mostly North America. By Ron Robins, MBA Transcript & Links, Episode 158, August 22, 2025 Hello, Ron Robins here. Welcome to my podcast episode 158, published on August 22, 2025, titled “Sustainable Stock Picks for August 2025.” Before I begin, I would like to inform you that I'm adjusting the release schedule for these podcasts. So, for the foreseeable future, this podcast will be released on the last Friday of every month. Hence, my next podcast will be on September 26th. This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! ------------------------------------------------------------- 12 Best Ethical Companies to Invest in 2025 The first article is by someone who has been on this podcast a few times. His name is Faheem Tahir, and his article is titled 12 Best Ethical Companies to Invest in 2025. It's found on fool.com. The methodology underlying his stock selection is fascinating and impressive. Here's some of what he has to say about it and brief quotes on each of his picks. “To curate our list of the 12 Best Ethical Companies to Invest in 2025, we used Ethisphere's list of ‘World's Most Ethical Companies'. Ethisphere's list relies on its Ethics Quotient, which evaluates companies based on their ethics, compliance, governance, and corporate responsibility across multiple criteria. We then used Insider Monkey's database to assess hedge fund sentiment on the shortlisted stocks. Finally, we ranked the stocks in ascending order based on the number of hedge funds holding stakes in the respective stocks as of Q1 2025. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (See more details here.) 12. Autodesk, Inc. (NASDAQ:ADSK) Number of Hedge Funds: 82 On July 23, Loop Capital started coverage on Autodesk with a ‘Hold' rating, setting a $320 price target… Autodesk is a global 3D design, engineering, construction, and entertainment software company, offers cutting-edge tools for everything from infrastructure to animation. 11. Workday, Inc. (NASDAQ:WDAY) Hedge Funds: 85 On July 14, 2025, Workday was selected by Seattle University as its partner… Serving global corporations, universities, and now, government entities, Workday offers AI-driven enterprise cloud applications, particularly for finance, HR, and student segments. 10. Eaton Corporation plc (NYSE:ETN) Hedge Funds: 85 Investor confidence is growing in Eaton Corporation with KeyBanc increasing its price target on the company from $355 to $410… The company has paid dividends every year since 1923… By designing and delivering electrical, hydraulic, and mechanical solutions, Eaton Corporation has made itself a leader in the intelligent power management solutions market, helping industries improve efficiency, safety, and sustainability. 9. Lam Research Corporation (NASDAQ:LRCX) Hedge Funds: 91 On July 21, 2025, UBS increased its price target on Lam Research Corporation from $95 to $120, maintaining a ‘Buy' rating… Lam Research Corporation, serving major foundries and integrated device manufacturers worldwide, manufactures advanced semiconductor processing equipment for chip production. 8. Intel Corporation (NASDAQ:INTC) Hedge Funds: 91 On July 24, 2025, Intel Corporation reported its financial performance for Q2, surprising Wall Street with a revenue of $12.86 billion that beat estimates of $11.92 billion. However, the company reported a net loss of $2.9 billion… Intel Corporation designs and manufactures computing products for tech companies worldwide. 7. Micron Technology, Inc. (NASDAQ:MU) Hedge Funds: 96 With rapid growth acceleration in the space economy, Micron Technology announced the launch of the industry's highest-density, radiation-tolerant SLC NAND flash memory on July 22, 2025. This memory chip is designed to survive space's harsh environment, marked by radiation, extreme temperatures, and vacuum pressure… Micron Technology is the only major U.S.-based memory maker, delivering advanced DRAM, NAND, and NOR solutions with its Micron and Crucial brands. 6. Pfizer Inc. (NYSE:PFE) Hedge Funds: 99 On July 24, 2025, Pfizer finalized the global licensing agreement with 3SBio, Inc…. Leveraging 3SBio's proprietary CLF2 platform, this innovative treatment enhances Pfizer's oncology pipeline and solidifies its competitive edge in cancer research… Operating globally, Pfizer discovers, develops, and sells biopharmaceuticals. 5. ServiceNow, Inc. (NYSE:NOW) Hedge Funds: 106 On July 23, 2025, ServiceNow reported financial results for Q2, beating guidance across all areas… On the same day as the earnings release, Jefferies increased its price target on ServiceNow from $1,025 to $1,150, maintaining a ‘Buy' rating. Stifel also increased its target to $1,200 on the same day. With its Now platform, ServiceNow offers a cloud-based solution for digital workflows globally. 4. Eli Lilly and Company (NYSE:LLY) Hedge Funds: 119 On July 18, Leerink Partners maintained its ‘Buy' rating on the company, citing growth potential through the GLP-1 receptor agonist (GLP-1RA) space… On the same day, Jefferies also maintained a ‘Buy' rating, setting its price target at $1,057… Operating globally, Eli Lilly and Company discovers, develops, and markets human pharmaceuticals. 3. Salesforce, Inc. (NYSE:CRM) Hedge Funds: 140 Salesforce is demonstrating a mixed performance as of the time of writing… Previously, on July 16, 2025, Citizens JMP maintained a ‘Market Outperform' rating on Salesforce with a price target of $430, citing future growth driven by the company's AI and cloud services. Offering Agentforce, Data Cloud, Salesforce Starter, and Tableau, Salesforce provides customer relationship management (CRM) technology, bridging companies and customers. 2. Mastercard Incorporated (NYSE:MA) Hedge Funds: 155 Ahead of its Q2 earnings, Truist decreased its price target on Mastercard Incorporated from $640 to $612, maintaining a ‘Buy' rating, reflecting its continued confidence in the stock… Mastercard Incorporated… offers transaction processing and other related products and services. 1. Visa Inc. (NYSE:V) Hedge Funds: 165 Truist Securities decreased its price target on Visa from $400 to $397, maintaining a ‘Buy' rating. Despite the price target reduction and recent underperformance of the fintech sector, the firm cited optimism regarding the company's strong fundamentals and promising outlook for the fintech sector. Visa is a global payment technology company, offering credit, debit, and prepaid card products, and VisaNet, a transaction processing network.” End quotes. ------------------------------------------------------------- Best Sustainable Companies to Own: 2025 Edition The second featured article is titled Best Sustainable Companies to Own: 2025 Edition. It's by Emelia Fredlick and Leslie P. Norton and seen on morningstar.com. (Note: follow the article link on this podcast episode's webpage to all 83 companies that Morningstar considers the best 2025 sustainable companies.) The article also highlights the three companies below. Here are some brief quotes from the authors. “Morningstar's research finds that the biggest ESG risk is in energy and utilities, with the smallest in technology and real estate. Morningstar Sustainalytics measures this with the Sustainalytics ESG Risk Rating… We didn't include valuations for these (83) companies. Rather, we focused on the criteria that set a company up for success in the long term. So, while not all these names can be considered a buy today, this can serve as a great watchlist… Data Source: Morningstar Direct as of Jun. 30, 2025. 1) RELX RELX UK-based RELX is a global provider of business information, analytics, and decision-making tools for professionals across industries. The firm generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. Morningstar senior analyst Rob Hales assigns RELX a wide Morningstar Economic Moat Rating… Sustainalytics gives RELX an ESG Risk Management Rating of Strong. 2) Danaher DHR Danaher focuses primarily on manufacturing scientific instruments and consumables in the life science and diagnostic industries. The firm aims to accelerate core growth at acquired companies, including Cytiva (formerly GE Biopharma), by making research and development and marketing-related investments… Sustainalytics gives Danaher an ESG Risk Management Rating of Strong. Morningstar senior analyst Julie Utterback assigns Danaher a wide economic moat. 3) Keysight Technologies KEYS Keysight Technologies is the leader in communications testing and measurement solutions. We think it has the strongest and broadest communications testing capabilities in the market across hardware, software, and services. Its wide moat rating, according to Morningstar senior analyst William Kerwin, owes to ‘intangible assets in the design of test and measurement equipment and software and switching costs for its portfolio of solutions.' Because of Keysight's strong ESG reporting and oversight of ESG issues, Sustainalytics gives the company an ESG Risk Management Rating of Strong.” End quotes. ------------------------------------------------------------- Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth The last article I'm covering is by Avisekh Bhattacharjee, for Zacks, and found on nasdaq.com. It's titled Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth. Here are some quotes from his article. “As clean energy technologies evolve, they are set to capitalize on growth opportunities and provide lucrative investment prospects. Our Wind Energy Screen helps identify stocks with high growth potential in this dynamic sector. 1) Arcosa ACA is a well-known provider of infrastructure-related products and services that serve the energy, construction and transportation markets. The company's Engineered Structures business provides wind towers, utility structures and telecommunication structures for wind power generation, electricity transmission and distribution, and wireless communication markets. This Zacks Rank #2 (Buy) company's Engineered Structures business continues to witness strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 2) Dominion Energy D together with its subsidiaries, produces and transports energy in the United States… The company has a portfolio of nearly 30,300 MW of electric-generating capacity, 10,600 miles of electric transmission lines and 79,700 miles of electric distribution lines… By 2035, the Zacks Rank #2 company also intends to make zero and low-emitting resources accountable for 99% of its electric generation. Dominion Energy Inc. (D): Free Stock Analysis Report. 3) Brookfield Renewable Partners BEP owns and operates several renewable power generating facilities. The company's power generating portfolio is comprised of hydroelectric generating, wind facilities and natural gas-fired plants. It has operations in the United States, Canada and Brazil. The Zacks Rank #2 company's exposure in wind and utility-scale solar generation sectors has been enabling it to capitalize on the growing opportunities across the renewable power sectors, with high cash margins and minimum fuel input cost. Brookfield Renewable Partners L.P. (BEP): Free Stock Analysis Report. 4) DTE Energy DTE is a diversified energy company that develops and manages energy-related businesses and services. The company has been investing steadily to enhance its renewable generation assets… Notably, this Zacks Rank #3 (Hold) company plans to reduce carbon emissions of its electric utility operations by 65% in 2028, 85% in 2032 and 90% by 2040 from the 2005 level. DTE Energy Company (DTE): Free Stock Analysis Report.” End quotes. ------------------------------------------------------------- More articles with Sustainable Stock & Bond Picks for August 2025 from around the world. 1. Title: Three Stocks For The Global Energy Transition on finimize.com. By Blair Couper. 2. Title: Unlocking Sustainable Income: Why the CIBC Sustainable Canadian Core Plus Bond ETF is a Must-Have for Resilient Portfolios on ainvest.com. By Wesley Park. 3. Title: Kroger a Top Socially Responsible Dividend Stock With 2.0% Yield (KR) on nasdaq.com. By BNK Invest. 4. Title: Biblically Aligned Fixed Income: The Case for the Inspire Corporate Bond Impact ESG ETF (IBD) in a Shifting Market Environment on ainvest.com. By Isaac Lane. 5. Title: Green Bonds and Sustainable Income Generation: Assessing VanEck Green Bond ETF (GRNB) as a Monthly Distribution Play in a Decarbonizing World on ainvest.com. By Samuel Reed. 6. Title: Enphase Energy: A Best-In-Class Balance Sheet Positioned To Thrive As Rates Decline on seekingalpha.com. By Gustavo Ribeiro. 7. Title: Baker Hughes Named Top Socially Responsible Dividend Stock with 2.1% Yield on ainvest.com. Author name unavailable. 8. Title: This Company Could Be the Amazon of AI Infrastructure on fool.com. By Harsh Chauhan. 9. Title: 11 Best Alternative Energy Stocks to Buy Right Now on insidermonkey.com. By Neha Gupta. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Sustainable Stock Picks for August 2025.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, the release schedule for these podcasts is changing. So, for the foreseeable future, this podcast will be released on the last Friday of every month. So, my next podcast will be on September 26th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

The Struggle Is Real | Romans 7:15–25 | Victory in ChristIn Romans 7:15–25, the Apostle Paul gives voice to a struggle we all know too well, the tension between our desire to follow God and the reality of the sin nature within us. This passage isn't just a description of inner conflict; it's a roadmap to understanding our flesh and the victory that comes only through Jesus Christ.Paul reveals the truth we all wrestle with: • The Law reveals sin but cannot rescue us. • The struggle is real - a tug of war between our desire to please God and the pull of sin. • The war within doesn't define our identity; it drives us to depend on Christ. • Deliverance comes through Jesus - not our willpower, but the Spirit's liberating power.

Back in 1987, flash memory cost about $80,000 per gigabyte. Twenty years later in 2007, prices had fallen to just $10 per gigabyte. By 2014, just 27 cents. And then as of this writing, spot prices were quoting just about two cents per gigabyte. That is some insane scaling. Moore's Law might have faltered...in the logic world. But it is still alive and well in flash memory, particularly the variant known as NAND. In fact, one can argue that flash memory - first NOR and then NAND - has been one of the most successful semiconductor products ever made. In this video, the 60-year evolution of flash memory.

Back in 1987, flash memory cost about $80,000 per gigabyte. Twenty years later in 2007, prices had fallen to just $10 per gigabyte. By 2014, just 27 cents. And then as of this writing, spot prices were quoting just about two cents per gigabyte. That is some insane scaling. Moore's Law might have faltered...in the logic world. But it is still alive and well in flash memory, particularly the variant known as NAND. In fact, one can argue that flash memory - first NOR and then NAND - has been one of the most successful semiconductor products ever made. In this video, the 60-year evolution of flash memory.

¡El fenómeno viral está en La Casa! Manuel Silva y Natalia Moretti entrevistan a Nandé, el artista detrás del éxito arrollador "Bebé Dame lo Mío", que ha conquistado TikTok y las listas de reproducción. En esta entrevista exclusiva, Nandé comparte cómo creó el hit, los desafíos de su carrera musical y qué significa para él este explosivo reconocimiento. ¿Sabías que la canción casi no se publica? ¡Descubre esa y otras anécdotas sorprendentes!

Send us a textGuitar Virtuoso Joins With Vocal Legend To Cover Classic: "Ride Captain Ride"#newmusic #guitar #classicrock #joelynnturner #marcusnandTurner knows a great guitarist when he hears one, and Marcus Nand is no exception. Born in Spain and a student of flamenco guitar along with blues and rock, Nand has incorporated his diverse influences on such projects as the Los Angeles-based metal band Freak Of Nature, which featured White Lion singer Mike Tramp, and the world music-influenced rock band Ziroq with famed David Bowie bassist Carmine Rojas!Website: https://www.marcusnand.com/Facebook: https://www.facebook.com/marcuscnand/Instagram: https://www.instagram.com/marcusnand.musicYoutube: https://www.youtube.com/MarcusnandMusicSpotify: https://open.spotify.com/artist/2N8d1UnqOMDVCioCd6njrICleopatra Records: https://cleorecs.com/collections/marcus-nandThanks for tuning in, please be sure to click that subscribe button and give this a thumbs up!!Email: thevibesbroadcast@gmail.comInstagram: https://www.instagram.com/listen_to_the_vibes_/Facebook: https://www.facebook.com/thevibesbroadcastnetworkLinktree: https://linktr.ee/the_vibes_broadcastTikTok: https://vm.tiktok.com/ZMeuTVRv2/Twitter: https://twitter.com/TheVibesBrdcstTruth: https://truthsocial.com/@KoyoteFor all our social media and other links, go to: Linktree: https://linktr.ee/the_vibes_broadcastPlease subscribe, like, and share!

Lords: * CisHetKayFaber * https://www.patreon.com/CisHetKayFaber * Andrew * https://luxurybunkers.bandcamp.com/album/killer-karen Topics: * People say the craziest stuff in front of janitors. * Revisiting development of a creative work after 20 years * Naming conventions in the demo scene vs. the ZZT scene * How to Be Perfect, by Ron Padgett * https://www.poetryfoundation.org/poems/57243/how-to-be-perfect * Floops, a 3D cartoon character generated in VRML in the mid-90's internet Microtopics: * Putting all your stress from the last three months into a single EP. * Brains pooping right into your ears. * Refusing to talk about Lou Reed's Metal Machine Music. * Are you allowed to talk to janitors?? * Being assumed to be part of a group (openly racist people) that you are not actually part of. * The risks of letting other people clean up after you. * How do you know when it's time to eat candy when you don't have the candy gland? * Giving yourself heat stroke because you don't realize it's too hot. * Making a plan for how to not get heat stroke! * Not having a thirst meter but your snacking meter is pegged 24/7. * The inability to sleep and eat at the same time. * How to tell if you're on SSRIs. * Cyclothymia. * "You have to do this now or I'm going to stare at you." * A VR exercise app where if your heart rate drops too low all the NPCs start staring at you. * The cost of not taking care of yourself. * Clinging to your flow state for dear life. * Feeling like you've done a thing vs. actually doing the thing. * Sedarising and unsedarising your essay. * The many eras of cancelling David Sedaris. * Independent tabletop game developers in the Osaka area. * Writing to explore your own thought space. * Writing the program and then running the program. * Taking a twenty year break between essay drafts so you can revisit your ideas fresh. * Cyberpunk-coded online handles. * Attaching a political ideology to the ZZT scene. * Role-playing bring a small business owner as you make art in your bedroom and share it with the online community. * Social capital in the cracking community. * The era in your life when you didn't even know it was possible to pay for computer games. * Who'd win in a fight, Slayer, or Mega Slayer ZZ9 Final? * The revealed philosophies of different online communities. * Shareware and early web nostalgia. * A wild time to be on the Internet. * Enjoying lo-fi versions of a thing. * A movie with bad special effects that look great in the pirated cammed version. * Straightening your room before you save the world. * Not doing anything to make what you want impossible. * Using attractive stamps, like the one with the tornado on it. * Carrying the only poem you like around with you on index cards. * Living in a culture where respect for the elderly is out of control. * The age at which you get to elbow your way to the front of every line. * Getting paid to tell people how to do things better. * Things you had to learn outside of school. * A guy who looks like he's eaten every lemon in the world. * Ron Padgett celebrity lookalikes. * An alarm clock that wakes you up by shouting "I'm looking forward to the Internet of things!" in your own voice. * Who's been to cocktail parties and when, and did you discuss VRML? * Hand animating 3D cartoons by typing VRML. * Vtubers in the 90s. * Making things and putting them on the Internet and everyone just assumes you just prompted an AI to make it. * Demystifying the magic pixie dust. * The burly wizard with a hammer and anvil who knows how to make the metal not brittle. * NAND to Tetris and Cryptopals. (Not the blockchain kind.) * Learning to never roll your own crypto. * Magic. (Derogatory.) * Punished for understanding the assignment.

Eric Ross previews Micron (MU) earnings. “I'm not really expecting a big upside,” says Eric, noting that estimates largely match the guidance Micron already provided. “Things aren't going to get worse in the NAND market,” though, which has been struggling lately. Assuming it doesn't “miss out on a technology transition,” he sees more upside than down.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Download for Mobile | Podcast Preview | Full Timestamps Hideo "Sleeveman" Kojima, Tomo-Lou, Jonkler Higgs & Solid Fake Xtreme Kingdom Come Deliverance Adaptations Aren't Necessary Please Update The Disco Elysium Successors Meme Watch live: twitch.tv/castlesuperbeast Go to http://buyraycon.com/superbeast to get 20% off the best-selling Everyday Earbuds. - Go to https://www.kickstarter.com/projects/heroforge/custom-dice to see all backing tier options and gear up for your next big tabletop adventure. And don't delay–the Kickstarter ends April 5th! - Click this link https://boot.dev/?promo=CASTLESUPERBEAST and use my code CASTLESUPERBEAST to get 25% off your first payment for boot.dev. - Go to http://factormeals.com/factorpodcast and use code FACTORPODCAST to get 50% off your first box and free shipping. DEATH STRANDING 2: ON THE BEACH | Pre-Order Trailer T1000 in MK1 NEW LEAK | POWERPUFF (This cancelled live-action adaptation of The Powerpuff Girls was meant to air on The CW) Official Hidden Variable Statement Regarding Skullgirls Development Longdue's Hope Town, Lenval Brown Please update the Disco Elysium successors meme Western Digital exits SSD market, shifts focus to hard drives as SanDisk takes over NAND operations. WD branding on SSDs may disappear soon Microsoft's Xbox Handheld Reportedly Coming in 2025, with New Console Successors Set for 2027 Three former Ubisoft executives will be tried for sexist and sexual harassment, racism and homophobia. They tied up an employee, sexually assaulted several others, posted bacon on a Muslim employee's computer, and broadcast porn.

Be sure to use code 'IMPEAKING' if you are booking a room for the Friendship Cruise next year!In Episode 63 of the I'M PEAKING Podcast, we kick things off with a wild question—which DJs would survive a zombie apocalypse? (Some of our answers might surprise you). We also dive into our crazy experience on the FRIENDSHIP Cruise and debate whether there are too many festivals these days. Plus, we get real about the challenges of being festival content creators, and yes… we had to talk about the potential return of Fyre Festival 2 (is it actually happening this time?). Nand gives us the lowdown on seeing Anyma in Vegas, and we're hyped to be heading to STARBASE (Slander's festival) this April. Festival season is officially back baby—let's goooooo!

Professor Shimon Schocken spoke with us about teaching computer science from NAND logic gates to arithmetic units, micro assembly, virtual machines, compilers, operating systems, and the Tetris games. We also talk about good design, good interfaces, and good tests. Shimon's book is Elements of Computing Systems and the website with the course lecture notes, slides, videos, simulators, and everything you need is nand2tetris.org.  Shimon mentioned his work with teaching math, that is www.matific.com. You can find out more about Shimon's other projects on his site shimonschocken.com (including his fascinating TED talk: The self-organizing computer course). Shimon's co-author is Noam Nisan who also wrote about understanding logic systems (look, anytime we can bring up Gödel's incompleteness theorems, we will). We talked about Tim Bell's CS Unplugged, teaching computer science concepts without a computer. It comes in Classic and Modern flavors. Transcript Memfault is a leading embedded device observability platform that empowers teams to build better IoT products, faster. Its off-the-shelf solution is specifically designed for bandwidth-constrained devices, offering device performance and product analytics, debugging, and over-the-air capabilities. Trusted by leading brands such as Bose, Lyft, Logitech, Panasonic, and Augury, Memfault improves the reliability of devices across consumer electronics and mission-critical industries such as access control, point of sale, energy, and healthcare. To learn more, visit memfault.com.

This week's EYE ON NPI is a NAND in the HAND, it's ISSI Serial NAND Flash chips (https://www.digikey.com/en/product-highlight/i/issi/serial-nand-flash) available in a variety of sizes and footprints. These are great options for folks that need more data storage on their PCBs, but don't necessarily want an SD card. DigiKey has a selection of 1Gbit and 2Gbit chips, so you have tons of storage for data logs, images, recordings, or even filesystems. And the price is great, you'll pay much less per byte when buying NAND flash There's plenty of times you'll need to access non-volatile memory on your microcontroller: graphics or audio files for a user interface, maps or almanac data for telemetry, sensor or usage logs, interpreted code scripts, firmware updates, security certificates, etc. these files are too big to be stored in simple EEPROM chips (https://www.digikey.com/short/0rf9t7qb) that max out at a few kB. The next step up is to use NOR Flash (https://www.digikey.com/short/jfp3bvph) - you can get up to 256 Megabytes in size! (https://www.digikey.com/en/products/detail/issi-integrated-silicon-solution-inc/IS25LP02GJ-RHLE/24617385) Compared to EEPROM which comes in 1-Wire, I2C or SPI, you definitely have to use an SPI interface for NOR Flash. It's also possible on many chips to have 4-bit-at-a-time QSPI or even 8-bit OSPI interfacing for fast reads. And that's the thing that's really nice about NOR: instant reads of any byte anywhere in memory just like EEPROM. Unlike EEPROM you can't write just one byte at a time anywhere in the storage, you have to write 'page' and erase a 'sector' at a time - each page tends to be about 256 bytes, a sector is often 4KB. That means if you want to update a file, you'll need to read the whole 4K block into a memory cache, change the bytes you want to, then erase and re-write the block out. The good news though is once you write out a page, you can pretty much assume it will stay for many years: there's rarely corrupted data in NOR flash. And, although erasing and writing is a bit of a pain, the instant-access means NOR is great for 'XIP' or other dynamic memory access. If NOR is so great, why bother with NAND? One is cost: a 2MB NOR chip isn't too bad about 45 cents in quantity (https://www.digikey.com/short/zff49fb7) but once you get to the biggest 256 MB ones (https://www.digikey.com/short/vffmp583) the pricing gets high pretty quickly: $15 in tray quantities. Considering you can get a 64G SD card for that price, NOR isn't very cost effective. Second is sizing: if you want 1GB for large files, it just isn't available. For that kind of density you need NOR flash. NAND flash is the kind of flash you get when you buy a USB key or microSD card, although those have USB or SDIO interface chips (https://www.bunniestudios.com/blog/2013/where-usb-memory-sticks-are-born/) that are wire bonded to the NAND flash chips. You get a lot more for the price: instead of $15 for 256MB NOR, its $3 (https://www.digikey.com/short/r77p0922). You also don't need more pins! We always thought that NAND flash required a lot of pins since it comes in 48-TSSOP (https://www.digikey.com/short/8zqbmw31) but turns out that you can get it in a QSPI 8-pin format. That makes it easy to integrate without needing an 8-bit wide memory controller. However, the architectural decisions that give ISSI NAND (https://www.digikey.com/short/jtp8ppdb) the massive size & low cost that we love also make it more complex to use than NOR flash. For one, you can no longer get random access to any byte you like. Instead, an entire page must be read at once into a 2176-byte cache, and then can be accessed. This is fine for most uses except we can't use XIP anymore and there are probably some memory access use cases that don't work nearly as nicely. Also that high density means that bits are more likely to go 'bad' and flip. While you can sorta-kinda get away with not doing error correction or wear leveling on NOR, you absolutely must do error correction and wear leveling on NAND! ISSI includes a simple multi-bit ECC system that can handle repairing up to 8 bits per 2176-byte page. And, every time there's ECC errors, you will need to 'refresh/rewrite' the data to clean it up. That refresh counts against the 60K or 100K write cycle - you are more likely to need wear-level management, even if you don't expect to write that often. Basically, check if your microcontroller SDK has a NAND controller library (https://github.com/D-Buckingham/NAND_flash) that can manage this all for you. So, if you need to level up your storage, with easy-to-use SPI or QSPI-interface, ISSI has many NAND (https://www.digikey.com/en/product-highlight/i/issi/serial-nand-flash) options to let you quickly and inexpensively add 1 or 2 gigabits of non-volatile memory with built in ECC support and block cache. DigiKey will be stocking them shortly, sign up (https://www.digikey.com/short/jtp8ppdb) to be notified when they drop into stock mid-next month!

-DJI is at it again: https://www.engadget.com/cameras/djis-osmo-mobile-7p-gimbal-can-track-you-around-on-any-android-or-ios-camera-app-130037243.html -OpenAI says Nah to Musk: https://www.engadget.com/ai/openais-board-unanimously-rejects-elon-musks-974-billion-takeover-bid-215221683.html -Humane AI Pin is no more: https://www.theverge.com/news/614883/humane-ai-hp-acquisition-pin-shutdown (back in May they wanted 750 Mil - 1 Bil…) -Humane's pins will stop working in 10 days: https://www.engadget.com/ai/all-of-humanes-ai-pins-will-stop-working-in-10-days-225643798.html?src=rss https://daringfireball.net/linked/2025/02/18/hp-buys-humane -Beware the brain parasites! https://arstechnica.com/health/2025/02/burning-in-womans-legs-turned-out-to-be-slug-parasites-digging-in-her-brain/ -A BS…. but a good one!  https://www.scmp.com/news/china/science/article/3298762/chinese-scientists-develop-injection-make-smartphone-and-ev-batteries-last-longer -Maybe a pothole in the NAND flash market will translate to consumers? https://www.theregister.com/2025/02/17/nand_flash_prices/ -Cancer Vax baby! https://gizmodo.com/three-years-after-experimental-vaccine-these-patients-are-still-cancer-free-2000559585  -We're not doomed, yet! https://www.livescience.com/space/asteroids/chance-of-city-killer-asteroid-2024-yr4-smashing-into-earth-rises-yet-again-to-3-1-percent-nasa-reports  

לקח לנו 68 פרקים, אבל הנה זה הגיע. בתחילת דרכנו, כשרק התחלנו לראיין, קיבלנו החלטה שאנחנו רוצים פרקים עם מהנדסים על התפקיד שלהם. הרגשנו שחסר ידע על מהות התפקיד, טכנולוגיות שמתעסקים איתן וכן, גם סוג של ״יום בחיי מהנדס״. דיברנו עם מהנדסים בתפקידים שונים, אבל תפקיד אחד היה שם מתחילת הדרך - מהנדס FPGA. @גל לונגין בא כדי להשלים את הפער הזה. רצינו להקליט את הפרק הזה ממש הרבה זמן, וגל בא לנו משמיים (או מלינקדאין, תלוי איך מסתכלים על זה) והציע את עצמו לפרק. בתור מהנדסי ASIC, לפעמים מרגיש שמהנדס הFPGA עובד ביקום מקביל קצת. אחרי הפרק הזה אנחנו יכולים לעדכן שהקשר לפיתוח ASIC קיים ומשמעותי. וגם לא שכחנו להזכיר שישנם מהנדסי FPGA גם בחברות שלא מייצרות ASIC. אז על מה דיברנו? - מה זה בכלל FPGA? - למה צריך מהנדס FPGA? (בחברות ASIC) - למה צריך מהנדס FPGA? (בחברות FPGA) - מהן המגבלות של FPGA? - איך פותרים מגבלות אלו? - איך מגיעים להיות מהנדס FPGA? - מה הם ממשקי העבודה של מהנדס הFPGA? - ועוד הרבה! מוזמנים להאזין לפרק ולהצטרף לקבוצת המאזינים שלנו - שם אנחנו עושים PNR למאזינים >>> https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04T נשמח לשמוע את דעתכם על הפרק בתגובות. פרק 68 - FPGA Engineer Hard Reset - הפודקאסט של קהילת Hardware Engineering Israel. מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.com פרק זה הוקלט במהלך מלחמת ״חרבות ברזל״. האזנה נעימה.

Host Christian Bladt chats with Tesla founding member Troy Lucketta and his collaborator Rizz on their new project Rizz & The Believerz. Then, Christian is joined by musician Marcus Nand.

Step into part 2 of the profound life and teachings of Sant Baba Nand Singh Ji, a revered spiritual figure who embodied humility, devotion, and selfless service. This video dives deep into key moments, lessons, and stories from Baba Ji's spiritual journey that continue to inspire seekers of truth.

According to the Ohio Department of Health, the infant mortality rate not only serves as a key indicator of maternal and infant health but is also an important measure of the health status of a whole community.rnrnAnd this year at the Cleveland International Film Festival, a documentary film showcasing nurses' heroic efforts to support mothers and babies won the coveted audience choice award. American Delivery certainly hit home. The City of Cleveland has one of the worst maternal and infant mortality rates in the developed world, especially among women and infants of color. Yet, to support women and babies, we must go beyond healthcare delivery. Public-private coalitions like First Year Cleveland are rising to the challenge, building a community movement that identifies causes and develops sustainable, system-driven solutions.rnrnJoin the City Club as we hear from First Year Cleveland's Angela Newman-White and American Delivery film director Carolyn Jones on the maternal and infant vitality movement, and how we can ensure all mothers and babies are guaranteed healthy beginnings.

In this episode of the Tech Talks Daily Podcast, we are joined by Roger Corell, Senior Director of AI and Leadership Marketing at Solidigm. Roger brings his extensive expertise to discuss the transformative role of solid-state drives (SSDs) in enabling artificial intelligence (AI) and enterprise workloads. With a new product launch on the horizon, Roger provides an inside look at how Solidigm is pushing the boundaries of storage technology. Solidigm, a leading provider of NAND flash memory solutions, offers one of the most comprehensive portfolios of enterprise SSDs. These solutions are designed to accelerate workloads, including AI, from the core to the edge, unlocking unprecedented performance while lowering costs and scaling efficiently. Solidigm's commitment to quality and reliability is evident through its rigorous testing and validation processes, ensuring their SSDs meet the highest industry standards. Roger highlights the critical importance of storage for AI applications. As AI models and datasets grow exponentially, the need for fast, dense, and power-efficient storage solutions becomes paramount. SSDs offer significant advantages over traditional hard disk drives (HDDs), including vastly superior speed, density, and energy efficiency. Solidigm's SSDs, particularly the upcoming PCIe Gen 5 D7 series, are engineered to deliver industry-leading performance across all metrics, making them ideal for demanding AI workloads. The conversation also delves into Solidigm's customer-centric approach. Roger explains how Solidigm collaborates closely with enterprise and cloud customers to optimize firmware and testing for real-world conditions. This collaborative effort not only accelerates time-to-market for their solutions but also ensures that the SSDs perform optimally in practical applications, beyond just peak specifications. Roger shares compelling examples of the real-world impact of Solidigm's SSDs. For instance, one hyperscaler was able to cut AI data preparation time by a factor of 50 by switching from HDDs to Solidigm SSDs. Similarly, OCIENT reported significant energy reductions in AI and HPC workloads using Solidigm's QLCSSDs. These examples underscore the tangible benefits that advanced SSD technology can bring to AI and other high-performance computing environments. Looking ahead, Solidigm is poised to sustain its leadership in high-capacity and high-performance SSDs, with plans to introduce next-generation drives exceeding 61TB. The company is also investing in edge data processing capabilities, recognizing the growing importance of data gravity in the AI landscape. By maintaining performance leadership, Solidigm aims to maximize the utilization of costly GPU servers, which are critical for AI training and inference. Join us for this enlightening episode as Roger Corell provides a detailed overview of how SSDs are revolutionizing AI and enterprise workloads. How is your organization leveraging advanced storage solutions to enhance its AI capabilities? Share your thoughts and join the conversation!