In a short solo Juneteenth stream, Avi breaks down what's next now that the SpaceX IPO and the Fed meeting are behind us. We discuss why the market shrugged off a hawkish Warsh presser, why Mag 7 is lagging the semis it's funding, why layoffs are actually bullish, why inflation is showing up everywhere from a $14 smoothie to the struggling bottom half, why Michael Saylor using ChatGPT to structure STRC is a problem, why the Iran deal was a win for Iran, and the two megatrends to spend your weekend researching: AI-powered biotech and the coming nuclear revolution. Enjoy!
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Timestamps:
(00:00) Coming Up on 1000x...
(01:18) The Market Doesn't Care About Warsh
(02:55) Why Mag 7 Is Lagging The Semis
(05:49) Layoffs Are Bullish, Not Bearish
(08:12) The $14 Smoothie: Inflation Is Real
(10:40) Saylor Used ChatGPT To Build STRC
(16:01) The Iran Deal Was A Win For Iran
(18:46) The Next Megatrend: AI Biotech
(25:11) Nuclear & The Rotation To Physical AI
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.