When Great Stocks Feel Uncomfortable
January 16, 2026 - Zach and Chase dive into the recent surge in Micron's stock, reflecting on missed opportunities and the broader implications of the memory market's recovery. They discuss the importance of recognizing market inefficiencies and the...
January 16, 20261h 4m
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Show Notes
January 16, 2026 - Zach and Chase dive into the recent surge in Micron's stock, reflecting on missed opportunities and the broader implications of the memory market's recovery. They discuss the importance of recognizing market inefficiencies and the challenges of investing in a climate where good deals often feel like traps. The conversation shifts to the performance of major tech stocks like TSMC and Google, emphasizing the need for investors to adapt to a rapidly changing market landscape.