Micron's 85% Margins Top Nvidia And Meta In The AI Boom

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.