Dan Niles: The Memory Threat Nobody Is Talking About

Everyone's watching SK Hynix hit the US market and calling memory a one-way trade. Dan Niles thinks there's a bigger structural story hiding underneath that almost nobody is pricing in. He joins Gav live to break down why memory is still the real bottleneck in the AI buildout, how long the demand can actually hold, and the historical pattern in DRAM that keeps repeating- the one that took down Japan, then reshaped Korea, and may be setting up all over again. ▶ Follow Dan Niles: Twitter: @DanielTNiles ▶ 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.