Is This The Everything Rally?
In this episode, Avi and Jonah react to markets ripping to all-time highs in a classic lockout rally (fade everything except socialism), break down trader psychology around buying strength and all-time highs, and dive into the insane moves in semiconductors/AI (Intel, AMD earnings, Korean memory stocks like Samsung & SK Hynix going parabolic), Bitcoin pushing above $81k, and alts ripping (Zcash, TON with Pavel Durov back in the driver’s seat, privacy narrative heating up).They also share their take on the Korean leverage barometer, the Intel position update, why the AI mega-trend is still…
The skinny
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