Warm-Up
\n- Announcing the CTP for SpaceX
\n- MahJong Craze
\n- Goodbye to Alan Greenspan - The Maestro
\n- Have you seen RAM prices?

Markets
\n- Economic Collapse Imminent?
\n- Breathe is narrowing again - chips chips chips are the only play
\n- Spacex coming back down to earth? What is that sucking sound?
\n-- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF
\n- Just announced - Alphabet (Google) will replace Verizon in DJIA

Google Enters DJIA
\n- High priced shares
\n- Moves tech to 22% of DJIA from 17% or so - very meaningful move
\n- Every $1 move for Google = $7 move on DJIA
\n- Tech: S&P 500 (~30%+), Nasdaq (~50%+)

Computer Pricing
\n- What as $2,000 a year ago for a nice desktop is not like $4,000
\n- Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order
\n- Will IPOs put more money in the pocket of tech companies to buy gear at any price?

Endless
\n- SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor.
\n- AI Compute Deal with Reflection AI
\n- - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029.
\n- - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX’s Colossus 2 data center in Memphis, Tennessee.

More SpaceX
\n- SpaceX shares were as high as $220 post IPO.
\n- Sharea ahve been down over the past 3 days.
\n- Most that got in POST IPO probably bought in at about $162-$165
\n- Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time.
\n- The stock fell 16% Monday to close at $154.60, the lowest lev","associatedMedia":{"@type":"MediaObject","contentUrl":"https://track.pdcstly.com/episod/37757121"},"partOfSeries":{"@type":"PodcastSeries","name":"DHUnplugged Podcast","url":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"https://pdcstly.com/ru/usa","name":"United States"}},{"@type":"ListItem","position":2,"item":{"@id":"https://pdcstly.com/ru/usa/investing/203","name":"Investing"}},{"@type":"ListItem","position":3,"item":{"@id":"https://pdcstly.com/ru/podcast/dhu-nplugged-podcast/6436","name":"DHUnplugged Podcast","image":"https://image.pdcstly.com/podcast/6436/512.jpg"}}]}]}

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DHUnplugged Podcast

24 Jun 2026 02:17

DHUnplugged #807: MahJong and Markets

Investing

Announcing the CTP for SpaceX.

MahJong Craze gone wild.

Goodbye to Alan Greenspan – The Maestro.

Have you seen RAM prices?

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

Click HERE for Show Notes and Links

DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.

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Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices?

Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA

DEDICATION: Alan Greenspan - Died Monday at age 100

Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech: S&P 500 (~30%+), Nasdaq (~50%+)

Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price?

Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX’s Colossus 2 data center in Memphis, Tennessee.

More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest lev

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