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In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle one of the biggest questions in markets right now: if Micron and Sandisk are wobbling, has the AI trade gone too far, or is the mark...
Micron, copper and BHP: where the AI trade goes next is an episode from Australian Investors Podcast by Rask. In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle one of the biggest questions in markets ri...
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Published Jul 3, 2026, 61:19 long, audio available.