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DHUnplugged #811: Remembering JCD

Episode 811 Published 8 hours ago

Description

Saying goodbye to JCD.

Andrew’s Tribute.

Growing up Dvorak with JC.

Plenty of financial news to discuss.

PLUS we are now on Spotify and Amazon Music/Podcasts!

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Warm-Up
- JCD - Through Our Eyes
- Andrew's Tribute
- No Agenda/DHU Meet Up - 8-8 at 3:33 PM in Ft Lauderdale...
- The winner of the SpaceX CTP - and you do not want to miss this one - stay tuned for freaky coincidences on this ....

NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM)
- Location to be determined
- SIGN UP HERE

Meet-Up Invite

Markets
-Back to SpaceX - What a rug pull! (down $1.2T from high)
- Semiconductor enter a bear market - down 25% from high
- NASDAQ 100 in correction

JC Dvorak - A look back on growing up Dvorak

Listener thoughts

NVDA - De-crowned
- Apple is now (once again) the largest stock by market cap
- This is probably due the concern around spend and Capex
- BUT, is this just a safety trade / rotation?

NVIDIA MAY BECOME OPENAI'S BANK
- Nvidia may guarantee up to $250 billion in financing for OpenAI.
- The proposed Ohio data-center project could cost more than $500 billion.
- Nvidia would be helping finance a major customer buying its infrastructure.
- The structure raises concerns about circular AI demand.
- Nvidia

Episode Details

DHUnplugged #811: Remembering JCD

Description

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