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Quantinuum Surges 20% After Trump's Quantum Executive Order
Description
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.