Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.

Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI's biggest constraint and how that shortage could reshape the industry.

In today's Friday Digest takeover, Eric explains why comments from SpaceX's first earnings call may have revealed one of the AI boom's biggest emerging bottlenecks – and why the…