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

July 14th, 2026· 24 views· 2:57

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