In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage thatâs sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out ânormalâ consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain.
From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertaintyâwithout cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be âbuying the umbrella in the rainâ), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposureâindividual names vs. ETFsâand wrap up with updates on the podcastâs YouTube live plans and whatâs coming next.
Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.TO
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