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Hedgeye Podcasts

By Hedgeye Risk Management
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NEW Season 1 Oct 24, 2026 · 57 min

Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29 w/ Felix Wang

Go to HedgeyeAM.com for more info Is the AI trade still in its early innings—or is the market starting to discover where the real limits are? On the latest Protect the Pile, R. Patrick Kent sits down with Hedgeye Global Technology analyst Felix Wang to dig into the next phase of the AI boom. Felix explains why hyperscaler CapEx is still the key headline indicator, but argues that enterprise AI spending, model pricing and access to capital are becoming just as important. The conversation mov...

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