Sunny Bangia is the Global Portfolio Manager at Blackwattle Investment Partners about the outlook for Global equities, U.S. housing, semiconductors, emerging markets like India & Brazil, advancements in AI and Memory, Machine Learning, and the economic shifts in China.For me I really enjoyed delving into the topic of Memory with Sunny. As the tech world buzzes with developments in AI and machine learning, and with companies like NVIDIA at the forefront, it prompts us to ask: What supports this growth?Join us as Sunny unpacks the critical role memory plays in powering these technologies. He discusses the increasing demands in smartphones, PCs, and data centers, and the long-term structural trends shaping this sector.Companies Discussed:Builders FirstSource (NYSE: BLDR)The Home Depot (NYSE: HD)NVR Inc (NYSE: NVR)NVIDIA Corporation (NASDAQ: NVDA)Taiwan Semiconductor Manufacturing Company (NYSE: TSM)Lam Research Corporation (NASDAQ: LRCX)Micron Technology (NASDAQ: MU)Samsung Electronics Co- (KRX: 005930)SK Hynix Inc (KRX: 000660)ASML Holding (NASDAQ: ASML)ICICI Bank (NYSE: IBN), (BSE: 532174), (NSE: ICICIBANK)Amazon (NASDAQ: AMZN)MercadoLibre(NASDAQ: MELI)Alibaba Group (NYSE: BABA)Tencent (HKEX: 0700)Before we get into the conversation, please remember this podcast is made for entertainment purposes only and not to be construed as any form of advice. I encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.You can reach me at [email protected].

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