
The Shkreli Pill
Episode 1044: Massive Squeeze on Moderna, Why SanDisk and Micron Are Falling Fast
In this episode, Martin discusses a sharp move in Moderna and examines the market dynamics behind what he describes as a major short squeeze. He also breaks down the declines in SanDisk and Micron, exploring memory pricing, semiconductor-cycle expectations, supply and demand, valuation, and changing investor sentiment while explaining the factors shaping his outlook on the memory sector.

