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In this episode, we discuss SpaceX preparing a potential $20 billion bond for its AI buildout, why chip makers are surging while crypto sells off, and what China's AI tiger Minimax actually is.

0:00:00 Introduction

0:01:01 Crypto Headlines and Web3 Roundup

0:12:15 Saylor's AI Designed STRC and Opportunistic Clipping

0:15:12 Following the Flows Into the Memory and Chip Makers

0:25:03 Going Flat After the FOMC and Concentrating Into AI Semis

0:32:00 Intel as a Trade and the Trump Apple Partnership

0:40:45 Minimax China's AI Tiger Explained

0:43:51 Fable Lockdown and Government Stakes in AI

0:48:04 SpaceX After the IPO Pop and the 20 Billion Dollar Bond

0:53:55 Following the AI Capex Stack From Chips to Power

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.