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.