Curia Investment Show 25: Robinhood's AI Trading Agent, Micron & SK Hynix Join the Trillion-Dollar Club, and Dell's 40% Day

James Early and Owen Tracy of Fuller Tracy Money cover four big stories this week. Robinhood's new AI trading agent can now trade automatically on your behalf — even charging your credit card to do it. James is skeptical, Owen sees it as the natural evolution of a bull market, but both agree the real edge goes to investors who build rule-based models with proper risk management — not those who just tell the AI to "make me money."On Micron and SK Hynix: both are up nearly 1,000% over the past year yet trade at bargain forward PEs. Owen explains the paradox — in highly cyclical sectors, a low PE often signals it's time to sell, not buy. A supply wave is coming by 2027. Dell, meanwhile, posted a stunning earnings beat and a 40% single-day gain on the back of AI server demand — but James raises the question of whether peak AI spending is approaching, as companies like Uber and Microsoft pull back on bloated token budgets.The episode closes with a sobering look at the K-shaped economy: credit card and auto loan defaults are surging, and the divide between asset owners and everyone else is widening. The takeaway: whether it's stocks or housing, being an owner is how you build wealth.