| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 12 | $55.81 | $670 | 0.03% | $38.85 | $204 | +43.7% | — |
In short: Talkington owns it (16:37). "That's why like I own DRAM, the ETF, it's having a really nice day. It's broken up above 60" — her memory-chip exposure as the doomerism fades.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.