Episode 155
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
February 16, 202649m 8s
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Show Notes
In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. The conversation also covers the performance of Applied Materials and networking companies like Cisco and Arista, highlighting the challenges and opportunities in these sectors.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital