ON THIS EPISODE OF THE BID/ASK PODCAST WE BREAK DOWN THE TWO BIGGEST STORIES HEADING INTO THE HOLIDAY WEEK.

FIRST, META RIPS NEARLY 9% ON REPORTS OF META COMPUTE, A NEW CLOUD BUSINESS BUILT TO RENT OUT EXCESS AI CAPACITY FROM ITS $125 TO $145 BILLION INFRASTRUCTURE BUILDOUT. WE EXPLAIN WHY THE CAPEX BEAR CASE THAT CRUSHED THE STOCK ALL YEAR JUST GOT REPRICED, WHAT TRUST ME CAPEX VERSUS SHOW ME CAPEX MEANS FOR THE REST OF THE HYPERSCALERS, AND WHY THE SAME HEADLINE HAMMERED CRWV, MU AND SNDK.

THEN WE GO DEEP ON TRUMP ACCOUNTS AHEAD OF THE JULY 4 LAUNCH. THE $1,000 FEDERAL SEED, THE $5,000 ANNUAL CONTRIBUTION MECHANICS, THE DELL FOUNDATION LAYER, AND THE FINE PRINT EVERY PARENT NEEDS TO KNOW. PLUS THE HOOD ANGLE. ROBINHOOD IS THE BROKERAGE AND TRUSTEE BEHIND THE ENTIRE PROGRAM, AND WE BREAK DOWN WHY 60 MILLION ELIGIBLE KIDS AND A MANDATED PASSIVE BID INTO US INDEX FUNDS COULD BE THE MOST UNDERRATED STRUCTURAL FLOW STORY OF THE DECADE.