00:00:00 Market environment
00:17:20 Micron
00:49:18 Constellation Energy
01:18:30 Trump's portfolio
01:28:20 Good news
YouTube
https://www.youtube.com/watch?v=M8GYy01YDXU
Spotify
https://open.spotify.com/episode/7tWXOGxPIgAA5wM5Ngfs1R?si=P-gWCkZXQAmA6ZlAqxTaJw
Apple Podcast
