AI memory at 5× P/E: Why this won’t last

As promised in my Sandisk piece, here is the podcast I did with Rin Narakornpijit on AI memory. We discuss the basics and why there is an opportunity in AI memory companies.

Rin is a Co-Portfolio Manager at Kasikorn Asset Management in Bangkok, where she was born and raised. Before that, she spent time at the Thai government fund, Deutsche Bank, and UBS. She did her MBA at Kellogg (Northwestern) where she co-managed part of the university endowment.

You can connect with Rin Narakornpijit on LinkedIn here

Full disclosure: I am long the AI theme via my eToro account, which is public (here) and anyone can view, follow, or copy it.

Our next in-person private event is in Rio de Janeiro in June (see here). It’s the same format as our highly successful Cyprus and Asia events. The goal is to bring together investors from the region to discuss ideas. Everyone attending presents an idea. For people who only want to listen, check out our October online event (here).

Listen/Watch on Spotify:

Listen on Apple Podcasts: click here

Watch on YouTube:

Let me know what you think in the comments!

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