James Van Geelen

speaker

74 appearances 1 recordings 1 series first heard Jun 2026 last heard 20 Jun

James Van Geelen’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 Jun 2026 with 1.

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Odd Lots · How Substack Creators Are Covering This Strange Markets Era · 20 Jun 2026 podcast

And I think that with China, CXMT is there like Micron, SK Heine, you know, and with the IPO happening this year, there will be a lot of capital that will.

I think that the reason why it's interesting because if you look at like memory is like a key component of the GPU.

Yeah, yeah, yeah.

But then why didn't, you know, NVIDIA was rallying for a year and a half before memory started rallying, right?

So why did that happen?

Well, it's because of the advent of agentic AI and having to remember.

I think that probably for me, there's like a quiet kind of robotics boom that's occurring outside of like people are kind of waiting until the humanoid robot comes and folds their laundry and everything.

That's the dream.

Yeah, for me, for sure.

But the thing is like Amazon this year will employ twice as many robots as they do humans.

You're starting to see in a lot of the earnings reports, like from FANUC, for example, that factory automation is really experiencing a huge inflection that's not commensurate with other segments that are selling into factories.

And I think if you just imagine what level is robotics going to be at when it's fully automated the factory, automated the warehouses, by the time it actually comes into your home, that's going to make things so much more surreal.

You just know that when this happens, you will be on a podcast talking about robot rights.

I can already hear it.

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