Bubble Boi - Selling Everything, the Kimi Shock, and Killing DRAM

Bubble Boi returns a quarter after his Intel and SanDisk calls went up only, and a week after his million-view "sold out of everything" tweet. He explains what one Chinese AI model changed about the entire memory trade, where his market exposure actually sits now, and the IPO he'd full port if he could get access. Plus why the worst memory maker keeps winning, whether China can really catch up on chips, the AI civil war brewing over open source, and the product he might build himself to kill ...

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Episoder(146)

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