about the AI trade. He's a partner at Yorkville Ives and he just went to Korea and he was on the ground. This is a report from the front lines of what he saw, where the demand is coming from and why all the AI bears, they are wrong. On top of that, we talk about SpaceX and Tesla. Is the merger going to happen? What are the ramifications? How should investors think about actually playing this? Then we get into what's going on with Coree and what maybe Dan actually agrees with the bears on. why he thinks that it's not as big of a deal as the bears believe. And then he takes a step back and he looks at midterms, interest
On top of that, we talk about SpaceX and Tesla.