“And then all those move, you are already seeing some sign of that. And another another sign you are seeing is the CapEx. Right? Both the Hynix, Samsung, and Micron, their direct CapEx has actually increased price significant this year, and expect similar trend in 2027 given I think, you know, they're gonna probably, you know, try to expand more capacity and invest more in both HBM as well as equipments that goes to events equipment.”
→ Read the source episode
Samsung, SK Hynix, and Micron report increased CapEx spending in 2027 compared to 2026.
Reid predicts that Truck Parking Club will soon have more parking spaces than all traditional truck stop chains combined and more than all public infrastructure combined.
Reid predicts that non-domiciled CDLs will decline over time as they become harder to renew and existing ones expire.
Becca Milstein predicts that fisheries experiencing decline can fully repopulate and become certified sustainable within 3-5 years of shutdown.
Justin Mankin predicts the current El Niño will be warmer than the 2016 El Niño event.
Justin Mankin predicts 2027 will have a record global temperature.
David Fickling predicts the Dolphin Mine in Tasmania will supply approximately 2.5% of global tungsten market if it becomes operational.
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.