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Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings.

We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.

------
TIMESTAMPS

0:00 Memory Stocks Crash
3:52 Why SK Hynix Is Dumping
7:02 Leverage Fuels the Selloff
8:30 China’s Memory Surge
12:00 ASML Rival Panic
15:47 AI Money Shifts Upstream
17:23 Open Source Misconceptions
18:56 GPUs Need More Memory
21:04 Agentic AI Drives Demand
23:08 What Investors Should Do

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Beyond The Law - A trio of thieves plot to steal a town's silver shipment but a turn of events makes them the town's heroes.

Beyond The Law (1968)
Director: Giorgio Stegani
Writers: Warren Kiefer, Mino Roli, Giorgio Stegani
Stars: Lee Van Cleef, Antonio Sabato, Lionel Stander
Genre: Western
Country: Italy, West Germany, Monaco
Language: English
Also Known As: The Good Die First for a handful of Silver
Release Date: April 10, 1968 (Italy)
Filming Location: Desierto de Tabernas, Almería, Andalucía, Spain

Synopsis:
After the Civil War, a trio of drifters find an ingenious way of stealing a mine's payroll from a moving stagecoach. The payroll belongs to the silver mine in Silvertown. The three drifter thieves are Billy Joe Cuddler, Preacher and his assistant, an African-American demobilized soldier. The payroll is in the care of mine engineer Ben Novack who just arrived from Europe and must report for work at the mine in Silvertown. After the theft of the payroll is discovered at the stagecoach's arrival in Silvertown, everyone is puzzled about its disappearance but the money is insured and a replacement payroll is sent for. After grumbling about the delay in receiving their wages, the miners return to work. However, the mine owner, James Cooper, orders Ben Novack to work with town sheriff John Ferguson in finding the culprits. Happy at not being suspected of theft, Billy Joe Cuddler and his two pals plan another payroll theft. They also plan to steal the mine's silver shipment en route to the federal silver depository. In the meantime, the three drifter pals ingratiate themselves with the townsfolk. They even become heroes of sorts when they save the stagecoach from an attack by a numerous gang of bandits led by notorious cut-throat outlaw Burton. When Sheriff John Ferguson is wounded during the attack, drifter Billy Joe Cuddler is asked to temporarily fill-in the job of lawman, to the surprise and amusement of his two pals. Billy Joe Cuddler becomes temporary sheriff but he still plans to steal the next mine payroll and the mine's silver shipment at the first opportunity. Unknown to all of them is the fact that outlaw Burton and his gang plan to attack the town in force during the upcoming town fiesta and seize the mine's silver shipment.

Also Known As (AKA):
(original title) Al di là della legge
The Good Die First
Bloodsilver
Brazil Acima da Lei(reissue title)
Brazil O Dia da Lei(reissue title)
Brazil Um Colt Para os Filhos do Diabo(reissue title)
Brazil Um Colt... para os Filhos do Demônio
Bulgaria Извън закона(Bulgarian)
Canada Beyond the Law(English)
Canada Al di là della legge(French)
Denmark Sheriffen i Silvertown
Finland Nikkelimyrkytys
Finland Turpa tukkoon(video box title)
France Pas de pitié pour les salopards
Greece I teleftaia sfaira gia ton serifi(reissue title)
Greece Pio pera apo ton nomo(transliterated title)
Hong Kong Yat fu dong kwan(Cantonese)
Hong Kong Yi fu dong guan(Mandarin)
Hungary Az utolsó számlát te fizeted
Italy Al di là della legge
Japan Kaze no muho mono
Japan 風の無法者(Japanese)
Lithuania Anapus istatymo
Norway Sheriffen i Silvertown
Norway The Good Die First(Video Title)
Poland Do diabła z prawem!
Portugal À Margem da Lei
Romania Dincolo de lege
Serbia S one strane zakona
Slovenia Z druge strani zakona
Soviet Union По ту сторону закона(Russian)
Spain Más allá de la ley
Sweden Bortom lagen(Video Title)
Turkey Kanun dışı(Turkish)
United Kingdom Beyond the Law
United Kingdom The Good Die First for a handful of Silver(video box title)
United States Beyond the Law
West Germany Die letzte Rechnung zahlst Du selbst
World-wide Beyond the Law(English)
Yugoslavia S one strane zakona(Serbian)
Yugoslavia Z druge strani zakona(Slovenian)
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🎥 Watch as the deadliest bounty hunters of the West reunite in this action-packed Western film in stunning 4K. The best full movie in English awaits you!

🎥 No Name & Dynamite

🔶 This movie is an explosive western about two bounty hunters who usually work alone but always come to each other's aid when it comes to the most dangerous criminals. One is silent and mysterious, the other — charismatic and impulsive. Together, they travel across the Wild West, doing their perilous job where every step could be their last. It's a story of intense chases, shootouts, and unbreakable brotherhood amid dust and lawlessness.

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This episode was sponsored by Cardiff

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Dropping Bombs Podcast: https://www.droppingbombs.com/

Today’s Dropping Bombs episode delivers a front-row seat to the AI shift with Tom Bilyeu, co-founder of the billion-dollar brand Quest Nutrition and CEO of Impact Theory, the YouTube powerhouse with 4.6 million subscribers and nearly $6 million a year in content revenue.

Tom explains how he blew up on YouTube, why the first three seconds decide everything, and what goes into the Minecraft-inspired game he’s building. Then he gets into AI: why a superintelligence could outmaneuver us, why everyone using the same AI means nobody wins, and how an $8 million build could now cost about $650,000.

He calls this the golden age of AI, the window where humans still matter, and only 2% of households are paying for it. Don’t watch it from the sidelines.

00:00 - Intro
00:21 - How To Win At YouTube Strategy
01:46 - Retention And The Three Second Rule
14:41 - Project Kyzen: Building A Billion Dollar Game
16:42 - The Truth About AI Superintelligence Fears
29:51 - Sponsor Break
45:44 - Automating Your Business With Artificial Intelligence
54:39 - Avoiding Commoditized AI With Proprietary Models
1:13:08 - Real World Examples Of Agentic AI
1:27:30 - Final Thoughts

🔗 Connect with Tom
YouTube: https://www.youtube.com/c/TomBilyeu
Instagram: https://www.instagram.com/tombilyeu
X: https://x.com/tombilyeu
LinkedIn: https://www.linkedin.com/in/tombilyeu
Website: https://impacttheory.com


✅ Additional Resources
Project Kyzen (Tom’s Minecraft-inspired video game): https://projectkyzen.io
The Rational Optimist by Matt Ridley: https://books.apple.com/ie/boo....k/the-rational-optim

Watch the full-length video version of any Dropping Bombs episode here on YouTube.

Brad Lea is a self-made entrepreneur who turned small-town grit into a multi-million-dollar empire. With over 25 years dominating sales and leadership, he’s mentored thousands to outsmart, outwork, and out win their competition. His top-rated podcast, Dropping Bombs, brings raw, game-changing insights from the biggest names in business.

LightSpeed VT is Brad’s brainchild—the world’s leading interactive training platform. It’s built to make your team sharper, faster, and more effective, without wasting time or money. Whether you’re a startup or a Fortune 500, LightSpeed VT is how you scale success and dominate your industry. Curious? Check it out:
https://www.lightspeedvt.com/

Brad’s also behind Closer School, the go-to program for mastering sales and closing deals like a pro. Want to 10x your income? This is where you start. His book, The Hard Way, lays out the brutal, honest lessons he learned building his empire—your blueprint to winning the game. Get it here: https://ourreward.store/collec....tions/brad-lea/the-h

This isn’t just a video. It’s a wake-up call. Watch it. Share it. Act on it.
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BlandAI: Call it for free today: https://bland.ai Or for enterprises, you can book a demo directly: https://bland.ai/enterprise
Huel: 15% off with this exclusive offer for New Customers only with code impact at https://huel.com/impact (Minimum $75 purchase).

Welcome to Impact Theory with Tom Bilyeu! In this deep dive episode, Tom Bilyeu distills 25 years of entrepreneurial wisdom and his recent journey as a game developer into "26 Ways to Win in 2026." Drawing on powerful lessons from both business and gaming, Tom Bilyeu explores why your beliefs and values are your personal programming, how life mirrors a player versus player versus environment (PvPvE) game, and why skills, clear goals, and relentless adaptability are crucial for thriving in a rapidly changing world shaped by AI and economic uncertainty.

You’ll hear actionable strategies on reframing challenges, building habits for success, mastering asset ownership, and surrounding yourself with a high-performance environment. From the importance of failure and iteration to crafting your own meaning and purpose, this episode is packed with insights on how to level up—no matter where you’re starting from.

If you’re ready to enter the next year with clarity, confidence, and a fulfilled mindset, tune in for Tom Bilyeu’s ultimate guide to turning 2026 into the best year of your life.

00:00 Intro
00:12 #1 - You Are Programmable
02:22 #2 - Life Is A PvPvE Game
04:23 #3 - The Universe Is A Set Of Rules
05:45 #4 - Skills Have Utility
06:25 #5 - You Need Clear Goals
08:41 #6 - Understand The Economy or Be A NPC
09:54 Ad For Tom’s TCG Habit
11:03 Ad 2 For Drew’s Date Stories
12:03 Back To The Countdown
12:49 #7 - Nobody Is Coming To Save You
14:16 #8 - The Meta Is Constantly Changing
15:47 #9 - Want Bigger Rewards, Pursue Bigger Difficulties
17:43 #10 - Don’t Chase Useless Side Quests
19:38 #11 - When You Rest, Your Competition Isn’t
20:00 #12 - Your Environment Is a Buff or Debuff
21:56 #13 - Meaning Isn’t Discovered, It’s Engineered
23:47 #14 - Ship Early And Get Feedback
24:18 #15 - You Are Trapped In Your Frame Of Reference
26:03 #16 - Your First 100 Attempts Will Be Trash
26:45 #17 - Success Is Iteration Done Longer Than Others Can Stand
27:59 #18 - If You Don’t Measure It, You Can’t Improve It
28:34 #19 - Ideas Don’t Make You Valuable, Execution Does
29:51 #20 - Learn From The Past
31:14 #21 - Go To Where The Future Will Be. Don’t Chase The Present
33:11 #22 - You’re Going To Fail ALOT. Learn From It
35:09 #23 - Most People Play On Easy Mode - Go For Hardcore!
37:14 #24 - Your Habits Are Daily Updates To Your Future Self
40:19 #25 - Practice, Don’t Just Repeat
40:54 #26 - 2026 Is Here, Level Up Or Get Left Behind

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Hope you guys enjoy!!🩷🩷

Patrick Bet-David and the Home Team break down Apple’s new era after Tim Cook steps down as CEO, the Lindsay Clancy trial ending in a stunning mistrial, and Lululemon founder Chip Wilson’s billionaire divorce. Plus, Iran escalates, Florida’s housing market tumbles, AI faces a major backlash, and Andrew Tate is hit with a new indictment.
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53:19 Nike Downfall + Lululemon
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Per Dr. Joel Wallach, BS, DVM, PostDoc (Pathology), ND, bones are universal tissues, i.e. All mammals have bones, both humans and animals. Bones are either taking in nutrients or excreting them. Annually, there are 300K cases of juvenile arthritis. Annually, $628 billion is spent on treating just the symptoms of arthritis (includes joints), and $6.5 trillion on treating just the symptoms of osteoporosis.

Dr. Wallach also unveils that Deer can get Parkinson’s, but when deer get it, it is labeled as “chronic wasting disease”. Medical doctors say prions caused the deer (3 out of every 1,000) to get Parkinson’s. Dr. Wallach disagrees and says it is due to nutritional deficiencies. Dr. Wallach addressed questions regarding frozen shoulder, osteoporosis, carpal tunnel, rheumatoid arthritis, gout, high blood pressure, aortic aneurysms, clogged stents, abnormal EKGs, lack of urination, tinnitus, and enlarged thyroids.

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The official lyric video of "Next Best Thing" by Tenille Arts. Written by: Tenille Arts, Emily Weisband, Ross Copperman. Produced by: Ross Copperman.
Buy + stream everywhere: https://stem.ffm.to/nextbestthing

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Problems need energy to live. Stop feeding yours.

You guys, I've gotten so many messages asking me to cover this, and I get it, because I still work on this myself. Today I'm handing you the exact system I use, the one I teach my athletes, my entertainers, and my politician clients, to eliminate most of the problems in your life before they ever get the chance to grow.

And I didn't want to just teach it. I wanted to show you it in action, so I pulled some of the most powerful moments from my archives: Tony Robbins on why fear is physical, a world champion barrel racer's comeback from a 2% chance to live, Dean Graziosi's hardest six months, and Amy Purdy's fight to walk again.

Here's what you'll gain from this episode:
- The 3 step formula: Make a decision, flood yourself with certainty, and take insane action. This alone will crush most of your problems.
- The 90/10 rule: Why pouring your energy into the problem instead of the solution is the single biggest mistake most people make.
- Fear is physical: Tony Robbins breaks down why your breathing, your posture, and your body are running your emotional state, and how to take it back.
- The comeback formula: A world champion barrel racer's story of being told she'd never walk again, and what she did with that news.
- The lock came off the box: Dean Graziosi's most vulnerable story yet, and the one decision that changed everything on the other side of it.

I've said it before and I'll say it again: you're always going to have problems. That's not a flaw in your life, it's proof you're growing. So take this system, put it to work today, and watch how much lighter you feel. Max out.



See how K12 Powered Schools can help unlock your child’s full potential! Enroll online today at https://k12.com/mylett



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Join Alex in the studio for a conversation with Former First Lady Michelle Obama! Alex and Michelle discuss the biggest roadblocks women face in today’s world and how to confront major issues like misogyny, double standards and objectification. Michelle shares her experiences from her time as First Lady and how those helped inspire her new book, The Look, as well as her honest take on what it would take to finally get a woman in the White House. Enjoy!

Dr Andrew Huberman is a neuroscientist, Associate Professor at the Stanford University School of Medicine and a podcaster.

The mind and the body are intimately linked. Trying to improve your mental outcomes without thinking of your physical inputs is a losing battle, but the question of which inputs to use, and when is a huge challenge. Thankfully, Dr Huberman is one of the best communicators of high performance advice on the planet and has a lot of answers.

Expect to learn the neuroscience of getting over your ex, how David Goggins trained himself to lean into fear, whether dopamine detoxing really works, the most important things to avoid doing during your morning routine, just how worried we should be about men's testosterone levels dropping, what everyone can learn about endurance from Lex Fridman, why Andrew doesn't show his tattoos and much more...

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#hubermanlab #highperformance #mindset

-

00:00 Intro
00:27 Control the Mind with the Body
08:32 Is There a Universal Fear?
24:16 Studying Fear in David Goggins
29:24 The Neuroscience of Heartbreak
49:47 How Triggering Are Our Phones?
1:00:31 Effectiveness of Dopamine Detoxing
1:12:22 The Expectation Effect
1:21:40 Discussing Lex Fridman
1:32:25 Andrew’s Morning Routine
1:51:41 Exposure to Cold & Heat
2:03:05 Should We Be Worried About Decreasing Testosterone Levels?
2:10:50 Derek from More Plates More Dates
2:19:54 The Ability to Make Serious Life Changes
2:30:21 Why Andrew Hides His Tattoos
2:36:55 Where to Find Andrew

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Tony Robbins is a life and business coach, entrepreneur and #1 New York Times Bestselling author.

What does it truly mean to live a good life? Many fall into the trap of believing that nothing we have—or ever will have—can fill the voids we feel inside. If material possessions and physical desires aren’t the answer, then what are the keys to a happy and fulfilled life?

Expect to learn how to build your self-esteem, strategies for not being so hard on yourself, how to balance ambition & gratitude, tips for taking life less seriously, the 3 important decisions you probably don’t know you make everyday, Tony Robbins’s morning routine, how to let go of your past, if Tony has found peace in his life, how to become better at pattern recognition and much more…

-

00:00 How Driven People Can Build Self-Esteem
08:55 Balancing Seriousness & Enjoyment
15:03 Are You Focusing on the Right Things?
32:58 How to Positively Reframe Experiences
50:47 How Being in a Group Accelerates Success
1:01:12 Tony’s Pre-Event Routine
1:05:01 Letting Go Of Your Past
1:14:03 How Tony Finds Peace
1:27:05 Where to Find Tony

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Tony Robbins SUMMIT LINK: https://timetorisesummit.com

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Is it possible to retrain your penis? While many men think they’re stuck in certain unhealthy patterns, Dr K offers a way to help men regain their sensitivity to more normal stimulation.

Get a Free Sample Pack of LMNT’s most popular flavours with your first purchase at https://drinklmnt.com/modernwisdom

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Get access to every episode 10 hours before YouTube by subscribing for free on Spotify - https://spotify.modernwisdom.com or Apple Podcasts - https://apple.modernwisdom.com

Get my free Reading List of 100 life-changing books here - https://chriswillx.com/books/

Try my productivity energy drink Neutonic here - https://neutonic.com/modernwisdom

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Watch the full episode here - https://youtu.be/6SLx2ifDTOc

From Modern Wisdom Podcast #219 | Douglas Murray | Permission To Think Differently.

#douglasmurray #sargonofakkad #chriswilliamson

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A 110 billion parameter AI model running on a laptop that even a 5090 can’t handle.
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⏱️ Chapters
00:00 – Huge LLMs on a Laptop
00:50 – Flow Z13 Overview
02:10 – Why 128GB RAM?
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10:45 – AMD vs Apple Memory
16:20 – 32GB vs 128GB


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