Asit Sharma

speaker

746 appearances 7 recordings 1 series first heard Nov 2025 last heard 27 Jan

Asit Sharma’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.

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Every GPU, CPU contributes memory to one pool, and it makes it a much smarter rack.

That's their next stage of technology.

It is a volatile business.

It's going to be up and down.

But again, if you have the time horizon, much as you spoke earlier, Travis,

I think it's a good business for a youngster to look into.

Don't bet the farm on it, but get businesses like this in your portfolio.

A long growth curve ahead, despite the risks inherent in this industry.

For me, I think GE Aerospace.

The reason is, you can still get some growth out of this company.

It does pay a dividend.

And it's in an industry where there's just pent-up demand, as far as the eye can see.

We can't build plane engines fast enough to satisfy military and commercial demand.

That's more than one sentence, but I'll stop here.

Yeah, I was on a very similar wavelength thinking about my answer to this question.

We love to travel as a family.

Sure, we've gone through our more materialistic phases, but at this

in my life.

And I think our family's life, we love to just be together.

If we can travel together, that's great.

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