Micron and Bitcoin trade inversely
The discussion highlighted an inverse relationship between Micron and Bitcoin, suggesting a market rotation toward cheap, cash-generating tech assets.
The argument
The speakers noted that assets actually generating significant cash flows at cheap valuations, like Micron, are performing inversely to Bitcoin, signaling a new market era where productive assets are favored over pure debasement hedges.
The thesis, stress-tested
✓ What validates it
- ✓Continued divergence in the price charts of MU and BTC
- ✓Earnings growth in cash-flowing tech outperforming speculative assets
▸ Risks discussed
- ▸Reversal of the trend if inflation fears spike again
- ▸Tech sector valuation compression
Hear it yourself
"I know. I got the fresh shirt. I was at the so we were just saying before we record, I went to the, Vancouver, Switzerland game yesterday, and it was just it was pretty incredible. Like, I've been I've been a big soccer fan for a long time. Like, I was my main sport as a kid, but I was never used to Canada being in the World Cup. So it's it's sort of this novel thing to actually be able to support them. I was looking if there's a stat, like Wait a second. Can I can I just frame this for a second? Felix is about six foot six, like, two hundred fifty pounds."
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