Micron's 85% Margins Top Nvidia And Meta In The AI Boom
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About this episode
In this episode, we discuss Micron's blowout earnings reigniting the AI memory trade, Korea's KOSPI and Asian markets rebounding after this week's sell-off, and Bitcoin's weakness as the EU's MiCA regulation comes into full force.
00:00 Introduction
00:32 Crypto Headlines and Web3 Roundup
09:21 Crypto Versus AI and Turning News Into Trades
16:54 Inside Micron's Earnings and Record Margins
21:21 How Close Is the Humanoid Robot Revolution
24:26 Unitree's $4,900 Iron Man Humanoid Robot
29:37 Robot Home Security and the Device Hack Scare
33:46 The Analog Backlash and Why AI Stays the Trade
39:18 Agents On-Chain Versus Google's New Registry
42:54 Korea's KOSPI Rebound and the Memory Listings Wave
50:00 EU MiCA Deadline and US Crypto Regulation Momentum
The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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