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The Shkreli Pill

The Shkreli Pill

Episode 1042: Nidec Is Winning the AI Surge, I Sold My Tech Stocks for AbbVie, Lam Research (LRCX)

Sep 24, 2026 · 31 min · 16 segments

In this episode, Martin discusses why he believes Nidec is positioned to benefit from the continued expansion of AI infrastructure and data centers. He also explains his decision to reduce exposure to…

In this episode, Martin discusses why he believes Nidec is positioned to benefit from the continued expansion of AI infrastructure and data centers. He also explains his decision to reduce exposure to technology stocks in favor of AbbVie, examining the pharmaceutical company’s valuation and growth outlook, before analyzing Lam Research (LRCX) and the opportunities and risks surrounding semiconductor equipment demand and the broader chip cycle.

In this episode, Martin discusses why he believes Nidec is positioned to benefit from the continued expansion of AI infrastructure and data centers. He also explains his decision to reduce exposure to…

Spotify Apple Podcasts YouTube

Show signals: SuitabilitySensitiveBiasNot politicalAudience≈641k followers

Speakers: Martin ShkreliHostKeithGuest

Top entities: Nvidia×7 SanDisk×15 Viking Therapeutics, Inc.×11 Jared Kushner×5 GLP-1 receptor agonist×3

Biotech Movers and Greenland Memes1:09 – 2:09

Martin ShkreliHost

1:09

I don't think this is like a really great data that will propel the stock.

Martin ShkreliHost

1:14

Like I just really think that GLP, classic GLP is not something that market needs or wants or cares about.

Martin ShkreliHost

1:22

So I think Viking will sell off or continue to sell off.

Martin ShkreliHost

1:25

That's kind of the big news in biotech.

Martin ShkreliHost

1:27

There's also Celldex.

Martin ShkreliHost

1:28

Celldex is amazing.

Martin ShkreliHost

1:30

It's down.

Martin ShkreliHost

1:31

After rallying, it was up at one point.

Martin ShkreliHost

1:36

20 or 30%.

Martin ShkreliHost

1:36

I was interested in buying it.

Martin ShkreliHost

1:38

Then it went down.

Martin ShkreliHost

1:40

Wow, I missed this whole thing.

Martin ShkreliHost

1:41

I missed the whole Soldex craziness.

Martin ShkreliHost

1:44

We got to introduce the stream to Chris at some point.

Martin ShkreliHost

1:48

Talk to the people.

Martin ShkreliHost

1:50

Yeah, we're just printing money over here.

Martin ShkreliHost

1:51

We shared that suck in UAI yesterday, NUAI.

Martin ShkreliHost

1:54

It was like this fake press release they put out.

Martin ShkreliHost

1:58

it's getting cracked what glnd is getting cracked greenland trump owns greenland now so greenland stocks are gonna go up oh wait there are no greenland stocks they're gonna buy the meme stock

NvidiaCompanyCompany
100%7 mentions
SanDiskCompanyIT company
99%15 mentions
Viking Therapeutics, Inc.CompanyBiotech company
98%11 mentions
Jared KushnerPersonUnited States Special Envoy for Peace
97%5 mentions
GLP-1 receptor agonistEntityMedication
96%3 mentions
AsiaContinentContinent
95%3 mentions
OracleCompanySoftware company
94%3 mentions
NidecCompanyCommercial company
93%9 mentions
Celldex Therapeutics, Inc.CompanyCorporation
92%8 mentions
United NationsOrganizationIntergovernmental organization
91%7 mentions
Lam ResearchCompanyCompany
90%4 mentions
Cerebras SystemsCompanyCompany
89%7 mentions
Amazon.comCompanyMultinational conglomerate company
88%2 mentions
Donald TrumpPerson45th and 47th U.S. President
87%16 mentions
BitcoinEntityCryptocurrency
86%3 mentions
New YorkCityCity in New York State
85%9 mentions
StarbucksRestaurantCoffee company
84%2 mentions
AMDCompanySemiconductor company
83%10 mentions
Tim CookPersonChairman of the board of directors of Apple
82%4 mentions
Volodymyr ZelenskyyPersonPresident of Ukraine
81%3 mentions
CubaCountryCountry in the Caribbean
80%4 mentions
NASDAQ:LRCXEntity
79%2 mentions
GodEntity
78%3 mentions
IntelCompanySemiconductor manufacturing company
77%8 mentions
GreenlandCountryTerritory
76%3 mentions
ModernaCompanyBiotechnology company
75%5 mentions
TSMCCompanySemiconductor manufacturing company
74%4 mentions
CryptocurrencyEntityType of software
73%1 mention
NVM ExpressEntity
72%2 mentions
ChangXin Memory TechnologiesCompanySemiconductor company
71%2 mentions
Samsung ElectronicsCompanyConsumer electronics company
70%3 mentions
Federal Reserve SystemGovernment OrganizationCentral bank
69%4 mentions
Micron TechnologyCompanySemiconductor manufacturing company
68%2 mentions
Personal computerEntityComputer
67%1 mention
AppleCompanyTechnology company
66%2 mentions
CoreWeaveCompanyCompany
65%4 mentions
IsraelCountryCountry in the Middle East
64%1 mention
AbbVieCompanyBiotech company
63%1 mention
Yangtze Memory Technologies Co., Ltd.CompanyCompany
62%3 mentions
CrowdStrikeCompanyCompany
61%2 mentions
New York GiantsSports TeamAmerican football team
60%2 mentions
IranCountryCountry in the Middle East
59%6 mentions
Barack ObamaPerson44th U.S. President
57%3 mentions
OpenAICompanyGenerative AI company
56%2 mentions
IntuitCompanySoftware company
56%2 mentions
TeslaCompanyAutomotive company
55%2 mentions
Benjamin NetanyahuPersonPrime Minister of Israel
54%2 mentions
BlackRockCompanyInvestment management company
53%1 mention
TaiwanCountryCountry in East Asia
52%1 mention
Vladimir PutinPersonPresident of Russia
51%2 mentions

BiotechnologyBusiness > Finance > Stock Market
Stock MarketBusiness > Finance
FinanceBusiness
Market TrendsBusiness > Finance > Stock Market > Biotechnology
SanDiskBusiness > Finance > Investing > Company Analysis
CelldexBusiness > Finance > Investing > Company Analysis
Market AnalysisBusiness > Finance > Investing > Stock Trading
Investor BehaviorBusiness > Finance > Investing > Market Sentiment
Stock TradingBusiness > Finance > Investing
Company AnalysisBusiness > Finance > Investing
InvestingBusiness > Finance
Market SentimentBusiness > Finance > Investing
Business

Biotech Movers and Greenland Memes1:09 – 2:09

Martin ShkreliHost

1:09

I don't think this is like a really great data that will propel the stock.

Martin ShkreliHost

1:14

Like I just really think that GLP, classic GLP is not something that market needs or wants or cares about.

Martin ShkreliHost

1:22

So I think Viking will sell off or continue to sell off.

Martin ShkreliHost

1:25

That's kind of the big news in biotech.

Martin ShkreliHost

1:27

There's also Celldex.

Martin ShkreliHost

1:28

Celldex is amazing.

Martin ShkreliHost

1:30

It's down.

Martin ShkreliHost

1:31

After rallying, it was up at one point.

Martin ShkreliHost

1:36

20 or 30%.

Martin ShkreliHost

1:36

I was interested in buying it.

Martin ShkreliHost

1:38

Then it went down.

Martin ShkreliHost

1:40

Wow, I missed this whole thing.

Martin ShkreliHost

1:41

I missed the whole Soldex craziness.

Martin ShkreliHost

1:44

We got to introduce the stream to Chris at some point.

Martin ShkreliHost

1:48

Talk to the people.

Martin ShkreliHost

1:50

Yeah, we're just printing money over here.

Martin ShkreliHost

1:51

We shared that suck in UAI yesterday, NUAI.

Martin ShkreliHost

1:54

It was like this fake press release they put out.

Martin ShkreliHost

1:58

it's getting cracked what glnd is getting cracked greenland trump owns greenland now so greenland stocks are gonna go up oh wait there are no greenland stocks they're gonna buy the meme stock

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