About this episode
This week, we discuss whether inflation is officially back and what it means for the AI megatrend. We deep dive into Micron crossing $900B, the memory supercycle, the Fed regime change under Kevin Warsh, the Trump-Xi summit and chip export deal probability, the Clarity Act markup, and why the soft landing might officially be dead. Enjoy!
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Timestamps:
(00:00) Coming Up On 1000x...
(01:00) Paris Wifi & Gemstones
(12:57) Fed Regime Change
(14:08) Is Inflation Back?
(20:21) Soft Landing Officially Dead?
(28:36) Memory Supercycle
(34:50) Micron @ $900B
(40:05) Trump-Xi Summit Kicks Off
(50:57) Clarity Act Markup
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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