The RAM AI Podcast

SpaceX just filed its S-1 at a $2 trillion valuation — the most expensive stock anyone's ever been asked to buy. But the company lost $4.28 billion in a single quarter. We break down the two companies hiding inside SpaceX, the $1.25B/month AI deal with a competitor, why 48% of shares may be pre-sold before you can buy a single one, and whether the real opportunity is actually in the boring sup...

Bitcoin is at $81,200. Oil just spiked above $104. The US government is $39 trillion in debt. And somehow, both Bitcoin AND the US dollar are winning at the same time. How? Two words: stablecoins. In this episode, we break down the paradox hiding in plain sight — how the same inflation driving people into Bitcoin is also strengthening the dollar through a $320 billion digital dollar network that&#...

When a stock triples in a year, the natural reaction is that you've missed it. But price alone is incomplete information. In this episode, we break down two time-tested investment frameworks — Peter Lynch's PEG ratio and Stanley Druckenmiller's macro discipline — and apply them to four stocks at the heart of the AI infrastructure build: Micron, Sandisk, Corning and Coherent. The conclusion may sur...

Is this 1999 all over again? Everyone says so. But when you actually look at the numbers, the comparison falls apart — and the real risks are somewhere else entirely. In this episode, we break down why NVIDIA isn't Cisco, why Costco's valuation should make every bubble-caller pause, and what the actual warning signs look like. Two hosts, two perspectives. One thinks the bubble talk is lazy...

Falling per-token costs aren't reducing AI infrastructure spend — they're accelerating it. In this episode, we break down why Jevons Paradox is playing out in real time across the AI supply chain, and what the input signals — from DRAM pricing to transformer lead times — are telling us about where this goes next. We cover: why agentic AI workloads consume 5-30x more tokens per task than ch...

Daily geopolitical and macro risk intelligence for investors. M3I Research runs real-time scoring models covering war risk, market turbulence, shipping disruption, and conflict resolution probability — all distilled into a single Score of Scores updated every 3 hours. Each episode breaks down the latest model outputs, scenario probabilities, and market impact. 5 out of 5 confirmed predictions sinc...