Episode Details

Ben and Tom discuss the return of AI volatility with Korea's stock market crashing 10% and triggering a 20-minute trading halt on forced ETF liquidations, SK Hynix and Samsung both down more than 20%, Oracle disclosing 21,000 job cuts over the past year as workforce shrank from 162K to 141K, the Ramp AI Index showing accelerating spend per employee but a flattening adoption curve, Google breaking the key $350 support level, and weak European PMIs alongside a steep Sunbelt earnings acceleration in the April quarter.


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