HORYONCrypto Intelligence Feed
The episode breaks down a newly launched AI‑memory ETF that has surged over 100% and attracted $5‑6 billion, highlighting severe supply constraints for HBM from Samsung, SK Hynix and Micron through 2027‑28 and the ultra‑low forward P/E multiples that make the sector a potentially undervalued play amid exploding AI demand.
The episode argues that recent rate hikes are driven more by Middle‑East oil shocks and persistent inflation than by core CPI, while AI‑fuelled data‑center spending is the only bright spot. With Kevin Warsh confirmed as Fed chair, the panel expects a continued hawkish stance and limited room for rate cuts despite equity‑wealth tailwinds.
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