Winners: DRAM stocks rallying hard

A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.

In this episode:

00:00 eBay stalking scandal: what happened

07:14 eBay fallout: pleas, severance, board governance

09:23 RAMageddon: what DRAM is and why AI is driving shortage

14:18 Winners: DRAM stocks ripping 

17:28 Phones + broader electronics inflation pressures

20:49 Pimp My Portfolio: Maddison + Matt Ingram

21:15 Portfolio breakdown (index ETFs, thematics, stocks)

26:56 Core simplification 

27:42 Thematics: what to drop, what to consider

31:24 DCA + using gains for life flexibility

Stocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).

———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Read the monthly email

———

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Research reports from Good Research
• Track your portfolio with Sharesight

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———

Equity Mates Investing is a product of Equity Mates Media. 

Hosted on Acast. See acast.com/privacy for more information.