About this episode
A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.In this episode: 00:00 eBay stalking scandal: what happened07:14 eBay fallout: pleas, severance, board governance09:23 RAMageddon: what DRAM is and why AI is driving shortage14:18 Winners: DRAM stocks ripping 17:28 Phones + broader electronics inflation pressures20:49 Pimp My Portfolio: Maddison + Matt Ingram21:15 Portfolio breakdown (index ETFs, thematics, stocks)26:56 Core simplification 27:42 Thematics: what to drop, what to consider31:24 DCA + using gains for life flexibilityStocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the
