Coming soon
THE MARGIN
EP 17· Jul 28, 2026
Morgan Stanley Just Repriced the AI Trade. Almost Nobody Noticed.
Shawn Kim at Morgan Stanley moved the AI bottleneck from compute to memory - and the market kept pricing the mouth instead of the spoon.
1 resource
Coming soon
THE MARGIN
EP 11· Jul 7, 2026Case Study
Why Micron's CEO Capped His Own Record Quarter — On Purpose
Sanjay Mehrotra just signed away Micron's best year — on purpose.
1 resource