Charles Payne

speaker

432 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Charles Payne’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 — 1 in all, peaking in Jul 2026 with 1.

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Rich Habits Podcast · 180: Is The AI Bubble Popping? w/ Charles Payne (Fox Business) · 27 Jul 2026 podcast

In fact, maybe three years ago, if you said memory, people might say, oh, yeah, I was at CVS and I saw a little SanDisk thing with a chip in it, you know?

So memory was completely written off by everyone, by everyone.

There's no doubt about that.

Even as this boom began, after Chad GPT began, the focus was on picks and shovels.

And what no one really thought about is like, even if you use that analogy and you go back to the gold rush, what happens when you strike gold?

Where do you store it?

Where do you put it?

That part hadn't been thought out.

And of course, here we come.

We need memory.

We need storage.

And the good thing for some of these names is that there's not a lot of competition, right?

Just a few years ago on the storage side, Western Digital and SanDisk, they had to merge to stay alive.

And so it's an amazing trade.

Right now, SanDisk and Micron, where they're trading now,

Their PE ratio would be cheaper if everything goes according to schedule, cheaper three years from now than what it is right now.

That's just how much money they've got in the backlog, how much money they're going to be making.

But yeah, they've made these extraordinary moves.

And you brought up the Korea part of this because you've got SK Hynix and Samsung.

Essentially, on the memory side, those are the three big names, right?

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