Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI.

Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:
- NVIDIA’s OpenAI Guarantee
- More NVIDIA Investments
- A Hot IPO
- Memory Gets More Crowded
- Merger Mania?
- Case for Smaller Acquisitions

Companies discussed: NVIDIA (NVDA), United (UAL), Delta (DAL), Norfolk Southern (NSC), Union Pacific (UNP).

Host: Travis Hoium
Guests: Lou Whiteman, Tyler Crowe
Engineer: Dan Boyd

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