Episode Details

Andrew, Ben, and Tom discuss Nvidia agreeing to guarantee $250 billion in financing for OpenAI's $500 billion 10GW data center in southern Ohio developed by SoftBank Energy with Japan investing $33 billion in the natural gas power plant and the US government splitting power revenues, CXMT's 450% China market debut and Apple's interest in sourcing memory chips from them to avoid hostage-taking by SK Hynix, Samsung, and Micron, "TACO Monday" as Trump paused Iran strikes over the weekend to give diplomacy space amid concerns over Patriot interceptor stockpiles, and the market impact with oil down 7% to the mid-$80s, stocks up across the board, gold rising on Fed dovish odds, and a 33% chance of a rate hike this Wednesday.


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