EPISODE · Jun 25, 2026 · 53 MIN
Micron's 85% Margins Top Nvidia And Meta In The AI Boom
from The Modern Market Show · host The Modern Market Show
In this episode, we discuss Micron's blowout earnings reigniting the AI memory trade, Korea's KOSPI and Asian markets rebounding after this week's sell-off, and Bitcoin's weakness as the EU's MiCA regulation comes into full force.00:00 Introduction00:32 Crypto Headlines and Web3 Roundup09:21 Crypto Versus AI and Turning News Into Trades16:54 Inside Micron's Earnings and Record Margins21:21 How Close Is the Humanoid Robot Revolution24:26 Unitree's $4,900 Iron Man Humanoid Robot29:37 Robot Home Security and the Device Hack Scare33:46 The Analog Backlash and Why AI Stays the Trade39:18 Agents On-Chain Versus Google's New Registry42:54 Korea's KOSPI Rebound and the Memory Listings Wave50:00 EU MiCA Deadline and US Crypto Regulation MomentumThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
What this episode covers
In this episode, we discuss Micron's blowout earnings reigniting the AI memory trade, Korea's KOSPI and Asian markets rebounding after this week's sell-off, and Bitcoin's weakness as the EU's MiCA regulation comes into full force.00:00 Introduction00:32 Crypto Headlines and Web3 Roundup09:21 Crypto Versus AI and Turning News Into Trades16:54 Inside Micron's Earnings and Record Margins21:21 How Close Is the Humanoid Robot Revolution24:26 Unitree's $4,900 Iron Man Humanoid Robot29:37 Robot Home Security and the Device Hack Scare33:46 The Analog Backlash and Why AI Stays the Trade39:18 Agents On-Chain Versus Google's New Registry42:54 Korea's KOSPI Rebound and the Memory Listings Wave50:00 EU MiCA Deadline and US Crypto Regulation MomentumThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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Micron's 85% Margins Top Nvidia And Meta In The AI Boom
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