Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

May 1, 2026 · 44 min

About this episode

The episode discusses the global memory supply crunch with Western Digital's CEO, the role of technology in the recent market rally, and the impact of high oil prices on the markets.

Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market’s huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a bigger impact on markets.

People in this episode

Guest: Irving Tan

Topics covered

Keywords

Mentioned in this episode

Organizations: Western Digital

Places: April

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