Eric Pan: The One Thing That Could Break Micron

A new Chinese memory maker just entered a market ruled by three giants. Eric Pan, a large Micron holder, breaks down whether that's the threat to the memory trade everyone's afraid of, or a headwind that's already priced in. He joins Gav to talk through what China flooding the market with cheap memory would actually mean, why long-term contracts may blunt the damage, how the ETF world is racing to give investors exposure, and the one Charlie Munger rule he lives by. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Eric Pan: X: https://x.com/_ericnomics Instagram: @ericnomics ▶ 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. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.