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While memory stocks soar globally, this ASX name is the local play

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.
SGM
Claudia Kwan
North Star Impact Funds
Asset Allocation

Insights from Sunny Bangia on global markets, US housing, tech, AI & memory

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.
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Murdoch Gatti
York Wealth Management
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