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DHUnplugged #811: Remembering JCD

Episode 811 Published 10 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.

Episode Details

DHUnplugged #811: Remembering JCD

Description

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