The best way to play the memory trade???? (Shay Boloor SK Hynix clip)

The best way to play the memory trade???? (Shay Boloor SK Hynix clip)

71 views · July 21st, 2026

Micron gets all the attention, but Shay Boloor thinks there might be a sharper way to play the memory trade right now. He breaks down why SK Hynix sits at the center of Nvidia's memory roadmap and what that means as the AI buildout accelerates. Shay joins Gav live to explain the terms every memory investor keeps hearing, HBM, DRAM, and why memory content per rack is exploding with every Nvidia generation. Plus how he buckets the big three: Micron, SK Hynix, and Samsung. ▶ Follow Shay Boloor: Twitter: https://x.com/StockSavvyShay YouTube: https://www.youtube.com/@UCxvG6RV1YWTEKN34emXKcPA ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Leverage Shares is a partner of WOLF Financial. Sponsored content: Today's session includes sponsored content from Leverage Shares. Wolf Financial, LLC received compensation from Leverage Shares for this content. This session is for informational and educational purposes only and is not investment, tax, or legal advice. Nothing discussed here is a personalized recommendation, and please do not submit account-specific or portfolio-specific questions. Leveraged and inverse product risk: Leveraged and inverse ETFs are not suitable for all investors and are generally designed for short-term or daily-use strategies rather than long-term holding. Because of daily reset and compounding effects, returns over periods longer than one day can differ significantly from the stated multiple of the underlying index. Investing involves risk, including possible loss of principal.

The Future of Robinhood Is Bigger Than Anyone Thinks (Chris Camillo & Amit)

198 views · July 20th, 2026

Robinhood might be sitting on the biggest tailwind nobody priced in. Chris Camillo and Amit Kukreja join Gav live to break down why connecting AI agents directly to your brokerage account could reshape the entire online brokerage industry. Chris makes the case that agentic trading could massively multiply trading volume for a broker like Robinhood, why the shift is more cultural than financial, and what Robinhood is really selling to a generation that's lost faith in the old path. Plus a live look at an AI agent running a real trading strategy. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: How to actually read a chart, not just look at one What it actually takes to survive 25 years in this business A systematic approach to NFP, the monthly data release that wrecks most accounts Direct answers to your actual questions, live, not buried in a Discord you're already paying for Relationships you can't build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting Twitter: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Ticker Symbol YOU: Why Michael Burry Is Wrong About Micron

0 views · July 19th, 2026

Everyone still trades memory like it's the same boom-and-bust business it's always been. Alex from Ticker Symbol YOU thinks that's the single biggest thing the market is getting wrong right now. He joins Gav live to break down why the old cyclical playbook for memory may be breaking, what changes when hyperscalers start locking up supply on long-term contracts, and where opportunity tends to show up when a headline drags a stock down but the business keeps climbing. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: - Sharper ways to think about making and retaining wealth - Direct access to the traders and market voices you follow online - Live trading conversations and breakout table discussions - Practical ideas on research, technical analysis, risk and market structure - Relationships you cannot build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial ▶ Follow Ticker Symbol YOU: YouTube: @TickerSymbolYOU Twitter: @TickerSymbolYOU This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro and how Alex spots opportunity vs a trap 02:52 How he's allocating capital on the pullback 03:01 Why every portfolio starts with a fund (VGT) 04:43 Micron, the Burry tweet, and buying cyclicals 06:22 Why memory may no longer be cyclical 09:43 Hyperscaler contracts and locked-up supply 11:59 What removing cyclicality does for the company 13:22 Store sales vs the stock market: the mindset trap 14:07 Fast money vs slow money (not smart vs dumb) 18:39 Back to memory: reading the wave Burry missed 21:06 How long this can run and the long-term trend 23:53 SK Hynix vs Micron: which is the better setup 26:14 The most overlooked stock in his portfolio 27:39 The ASML thesis and the EUV monopoly 30:16 Why ASML has no real competition (the Zeiss mirrors) 33:01 The coolest AI use cases right now 35:07 How Alex uses AI to cut video production time 38:10 Nebius, neo clouds, and the AI infrastructure buildout 42:05 The ethics of the AI buildout and data centers 44:05 Debunking the water and power myths 48:28 Final thoughts: volatility isn't a risk

THESE are the stocks Tevis is using to BEAT the market Going Forward

339 views · July 19th, 2026

If you like this video make sure to give it a like and subscribe to the channel We sat down with Tevis from Fund of Investing (aka Fun of Investing) for a deep dive into his real, live portfolio, breaking down exactly why he got back into Amazon, why Nebius still makes up roughly a quarter of his holdings despite the recent drawdown, and why he thinks ServiceNow is one of the most overlooked AI plays on the market right now. Tevis has spent years building a public track record around high-conviction, long-term positions, and in this conversation he lays out the full bull and bear case for each name, including SoFi, Netflix, and a breaking update on PayPal's rejected $53 billion buyout offer that came up live during the interview. Beyond the stock picks, Tevis shares his framework for position sizing, managing risk with options, and the mental checklist he uses before entering any trade, plus his biggest piece of advice for new investors trying to avoid blowing up their account in a market this fast-moving. TIMESTAMPS 0:00 – Intro, meet Tevis from Fund of Investing 1:03 – Why he got back into Amazon after his shares got called away 4:57 – Nebius: from 45% of his portfolio down to 25% 6:44 – The bull case for Nebius (hyperscaler deals, data center buildout) 11:32 – The bear case for Nebius, and why he's not worried yet 14:39 – The most overlooked stock in his portfolio: ServiceNow 17:33 – Why ServiceNow won't be disrupted by AI (it might benefit instead) 22:35 – Netflix: cheap stock or value trap? 26:40 – BREAKING: PayPal rejects $53B buyout offer from Stripe and Advent 32:08 – Defending SoFi: 5 years of conviction through a rough year 40:25 – His #1 lesson for investors and traders right now Follow Tevis: X: https://x.com/FunOfInvesting YouTube: https://www.youtube.com/@Funofinvesting Follow WOLF: X: https://x.com/WOLF_Financial

Chris Camillo and Amit: AI Agents are about to make people VERY RICH

236 views · July 18th, 2026

Make sure to give the video a like and subscribe to the channel This is a clip from a full length interview we did with Chris and Amit which can be viewed here - https://youtu.be/N5kRMScqrV4 Chris Camillo and Amit break down why AI agents could be the next big edge in the stock market and for traders. Chris thinks there will be a few early adopters who end up making a lot of money from AI Agents. They also dig into the bigger question: once every trader has AI, does the edge disappear, or does it get even bigger? Chris Camillo: https://x.com/ChrisCamillo Dumb Money TV (Chris's podcast): https://x.com/DumbMoneyTV Amit: https://x.com/amitisinvesting Amit's YouTube: https://www.youtube.com/@amitinvestingFollow FOLLOW WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Chris Camillo & Amit Kukreja: Why Every Stock Market Investor Needs to Be Using AI Right Now

380 views · July 15th, 2026

Chris Camillo and Amit Kukreja do not agree on every stock. But they agree on this. The investors who learn to use AI right now are going to have a massive advantage over everyone else in the market. They join Gav live to break down exactly how they are using AI in their own investing process, why the window to get ahead is closing faster than most people realize, and what happens to investors who wait too long to adapt. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: - How to actually read a chart, not just look at one - What it actually takes to survive 25 years in this business - A systematic approach to NFP, the monthly data release that wrecks most accounts - Direct answers to your actual questions, live, not buried in a Discord you're already paying for - Relationships you can't build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting Twitter: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial 00:00 Intro and why AI is changing how investors research stocks 03:15 How Chris Camillo uses AI for social arbitrage research 06:30 How Amit uses AI to build conviction on his biggest positions 09:45 Why the window to get ahead with AI is closing faster than most realize 13:00 The difference between debating AI and actually using it 16:20 How AI is changing the way retail investors compete with institutions 19:45 Why both Chris and Amit believe AI literacy is now a non-negotiable skill 23:10 The tools they are actually using right now and how 27:30 Why the investors who adapt fastest will have the biggest edge 31:00 Final thoughts and what to do starting today This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

All roads lead in AI back to one thing ... How is your relationship with Nvidia and Jensen Huang

24 views · July 14th, 2026

In this clip we have semiconductor expert Jose Najarro on the show to talk about the SK Hynix IPO. We are talking about why HBM is very hard to make and why we have a shortage of it, we are talking about SK Hynix vs Micron vs Samsung vs Sandisk and more The full video is posted to our page ... make sure you are following Jose https://x.com/josenajarro

This is why there is a memory shortage. HBM Memory is very hard to make - Jose Najarro Stocks

46 views · July 14th, 2026

In this clip we have semiconductor expert Jose Najarro on the show to talk about the SK Hynix IPO. We are talking about why HBM is very hard to make and why we have a shortage of it, we are talking about SK Hynix vs Micron vs Samsung vs Sandisk and more The full video is posted to our page ... make sure you are following Jose https://x.com/josenajarro

Is AI just circular economy ... Dan Niles answers #AI #Investing #StockMarket #Stocks

104 views · July 14th, 2026

Dan Niles joins the show to talk about the SK Hynix US listing, the memory trade in general including Micron and Samsung and more. The full interview is posted on the channel Make sure to subscribe to the WOLF Channel for more content like this Give Dan Niles a follow https://x.com/DanielTNiles

Dan Niles was asked if he thinks SK Hynix stock looks cheap ... This is what he said #skhynix

126 views · July 14th, 2026

Dan Niles joins the show to talk about the SK Hynix US listing, the memory trade in general including Micron and Samsung and more. The full interview is posted on the channel Make sure to subscribe to the WOLF Channel for more content like this Give Dan Niles a follow https://x.com/DanielTNiles

Dan Niles says SK Hynix listing in the US could be viewed as Good or Bad #StockMarket #investing

140 views · July 14th, 2026

Dan Niles joins the show to talk about the SK Hynix US listing, the memory trade in general including Micron and Samsung and more. The full interview is posted on the channel Make sure to subscribe to the WOLF Channel for more content like this Give Dan Niles a follow https://x.com/DanielTNiles

Hamid bought Micron at $300. This is what he's doing with SK Hynix today

180 views · July 14th, 2026

The Smarter Way to Trade SK Hynix Nobody Is Talking About (ft. Leverage Shares)

78 views · July 14th, 2026

Everyone is talking about SK Hynix. Nobody is talking about the smarter way to trade it. Paul Marino, CRO of Leverage Shares, joins Gav live to break down how the Leverage Shares 2x SK Hynix ETF ($SKHX) and the Leverage Shares 1x Short SK Hynix ETF ($SKHZ) give retail investors leveraged and inverse exposure to SK Hynix through a simple ETF, why single stock ETFs are changing how retail trades IPOs, and what the memory trade looks like from here. ▶ Follow Leverage Shares: X: https://x.com/LeverageETFs leverageshares.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker Leverage Shares is a partner of WOLF Financial. Sponsored content: Today's session includes sponsored content from Leverage Shares. Wolf Financial, LLC received compensation from Leverage Shares for this content. This session is for informational and educational purposes only and is not investment, tax, or legal advice. Nothing discussed here is a personalized recommendation, and please do not submit account-specific or portfolio-specific questions. Leveraged and inverse product risk: Leveraged and inverse ETFs are not suitable for all investors and are generally designed for short-term or daily-use strategies rather than long-term holding. Because of daily reset and compounding effects, returns over periods longer than one day can differ significantly from the stated multiple of the underlying index. Investing involves risk, including possible loss of principal.

Eric Balchunas on the rise of the Single Stock Leveraged ETFs

125 views · July 13th, 2026

TickerSymbolYou says Meta stock will be one of the BIGGEST Winners of the AI revolution

171 views · July 13th, 2026

Alex from @TickerSymbolYou breaks down his thoughts on why Meta stock could be one of the BIG winner from AI and why companies capping employee AI spending (like Elon's reported $10K/year limit at SpaceX and Tesla) won't actually slow AI spend overall More from Alex: https://www.youtube.com/@TickerSymbolYOU

TickerSymbolYou: As the cost of AI goes down the overall demand for AI will increase

151 views · July 13th, 2026

Alex breaks down why cheaper AI doesn't mean less revenue for the companies supplying it. Using Jevons Paradox (and a surprising fact about the first AC unit in NYC), he explains why falling costs actually drive demand and revenue up, not down. More from Alex: https://www.youtube.com/@TickerSymbolYOU