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In this episode, we discuss Quantinuum's 20% surge after Trump's quantum executive order, SK Hynix raising nearly $29 billion via a US listing, and a surging DXY as the market braces for a rate-hiking cycle.

00:00 Introduction

00:23 Crypto Headlines and Web3 Roundup

06:46 How Much Memory Do We Need

11:54 Micron Q3 Earnings Preview

15:48 Why Memory Trades Like a Commodity

21:11 Storage and Apple RAM Prices Surging

25:37 DXY Surges on Hawkish Fed and Rate Hike Risk

30:07 SpaceX Overhang and Going Risk Off

37:07 Quantinuum Surges on Trump Quantum Order

42:31 How Early Quantum Is and Picking Winners

48:18 Following Lutnik and the Commerce Account

53:43 SK Hynix Raising 29 Billion via US Listing

58:39 Closing Thoughts and Homework

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.