“Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate”
UI is a fundamentally strong company with pricing power and AI exposure, but its low volume and concentrated ownership make it vulnerable to sharp sell-offs.
Look at Ubiquity. Ubiquity is going to get caught up I think in sort of the hardware madness and it's a very low um uh low volume stock. you know, it doesn't get a lot of attention.
It has a, you know, very very tight ownership concentration and so when they go to sell it really hurts the stock fast. Um, but it's a fantastic company with massive pricing power and they will be at the forefront of artificial intelligence in proumer uh uh whether it's camera security, networking equipment or or otherwise. I I really like ubiquity.