TIMESTAMPS: 00:00 Entrepreneurship Mindset 00:33 Show Disclaimer 01:03 Welcome Back Monday 01:39 Carnegie Hall Recap 02:22 Morocco Athlete Links 03:48 Upcoming Guest Lineup 05:06 EYL University Classes 05:46 Stock Club Sunday Call 07:13 Family Talk Girl Dad 08:53 Bullish Investing Lesson 14:07 Trading Timeframes Tip 17:20 Quadruple Witching Explained 21:02 Market Peaks In June 22:54 Risk Management Reality 28:09 Invest Fest Revolt Deal 34:49 Apple Memory Chip Crunch 39:48 Memory Demand Not Over 41:31 Micron Thesis Shift 43:48 DRAM Supply Crunch 46:39 DRAM ETF Breakdown 49:58 Micron Earnings Setup 55:42 Long Term ETF Holding 57:20 Market Pullback YCharts 01:00:02 Microsoft Strategy Debate 01:09:12 Reallocate Portfolio Picks 01:12:50 Guest Intro Atlas Berry 01:15:17 Where Capital Is Flowing 01:16:45 Treat AI Like Gym 01:19:12 VC Learning And Power Law 01:24:07 Human Vs Token Capital 01:24:14 Human vs Token Capital 01:26:12 Ring-Fenced Company AI 01:27:22 AI-Centered Org Design 01:28:17 AI Hype vs Real Talent 01:30:34 Investing in Proprietary Data 01:31:12 Agents and Recursive Loops 01:33:58 Agentic Services and Rollups 01:37:12 Books That Shaped Thinking 01:42:19 Energy and Geopolitics 01:45:44 Space Data Centers Timeline 01:49:58 Space Manufacturing Boom 01:51:27 AI Going Rogue Risks 01:57:21 Who Wins the AI Era 02:02:15 Moonshot Startup Signals 02:06:03 Where to Follow Atlas 02:07:48 Sponsor and Closing Notes In this episode of Market Mondays, we break down whether SpaceX’s recent pullback is a buying opportunity, why AI memory stocks have become some of the biggest winners in the market, and what Google’s largest single-day drop in over a year could mean for investors. We also discuss why markets historically don’t peak in June and share our Investment Fact and Trading Tip of the Week. We answer a question from a viewer who lost $250,000 trading and wants to know how to recover, analyze Microsoft’s prolonged decline despite strong fundamentals, and debate whether investors should stick with former market leaders or rotate into new opportunities. Plus, we discuss the sectors, themes, and companies that could lead the next wave of market growth. Special guest Atlas Berry joins us to share his insights on venture capital, AI, energy, infrastructure, and the future of investing. If you’re looking for market analysis, investing education, and actionable insights, this is an episode you don’t want to miss. Special Offer: Revolt is sponsoring 50% off 100 GA/VIP tickets and 10 vendor booths. Just enter code REVOLT at checkout. GOTO: https://investfest.com/tickets/ #MarketMondays #Investing #Stocks #SpaceX #Google #Microsoft #AI #Micron #StockMarket #Finance #WealthBuilding #TechStocks #AtlasBerry #VentureCapital #EarnYourLeisure #Business #Investing101 #Trading #Money #Markets