Episode Details

Nvidia’s stock is down 15% since its May peak, yet it’s now cheaper than the average S&P company based on projected earnings — even as AI demand surges. The money’s shifted from GPUs to memory, with Micron’s value nearly tripling as DRAM becomes the new bottleneck. While GPU prices are falling, memory chip prices have soared tenfold — driven by underestimated data center demand. Nvidia’s value is tied to falling compute costs, while Micron’s is riding rising DRAM prices. Without a tech breakthrough or supply shift, this trend will likely persist — a strange consequence of Nvidia’s own success.

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