Podcast ‘DHUnplugged’ Episode 807 Examines SpaceX Stock Decline, Greenspan’s Legacy, and Surging RAM Prices

Episode 807 of the investing podcast DHUnplugged, titled ‘MahJong and Markets,’ released June 23, 2026, offers a skeptical take on a series of fast-moving market stories. Hosts John C. Dvorak and Andrew Horowitz cover SpaceX’s post-IPO slide below $147, the death of former Federal Reserve Chairman Alan Greenspan at age 100, and a dramatic surge in DDR5 RAM prices that has rattled PC buyers.

The episode announces a new Closest to the Pin contest for SpaceX shares, as the company’s stock has fallen following its initial public offering. Elon Musk has cashed out $7.5 billion in Tesla options, while SpaceX has launched a $20 billion bond offering and struck a $6.3 billion computing deal with Reflection AI at the Colossus 2 data center in Memphis. Horowitz relays a striking framing of Musk’s deal-making: ‘Someone said something very interesting today, that he sees these as points in a game, like points in a video game, tokens that you win. It’s not real money.’

The hosts also address the Korean KOSPI briefly plunging into correction territory overnight and Alphabet’s replacement of Verizon in the Dow Jones Industrial Average, which lifts the index’s tech weighting from roughly 17% to 22%. Dvorak and Horowitz argue the market is entering one of its strangest stretches in years.

A significant focus is the eye-watering surge in RAM prices. DDR5 memory pricing has jumped from about $75 to $450, and Dell is quoting a $5,700 corporate desktop that costs $2,700 on the consumer site. Dvorak warns that memory pricing defies the historical learning curve and that Micron, SanDisk, and Western Digital could face brutal oversupply.

The show also delves into China’s H-shares entering a bear market as retail sales contract, and revisits Greenspan’s legacy, calling him a ‘walking thesaurus’ whose vocabulary once required decoding. Horowitz revisits his long-running mattress-company thesis, pointing to Sleep Number (SNBR) collapsing from $140 to roughly ten cents, and calling it a ‘swing and a miss’ short.

Additional topics include Chris Bloomstrand’s analysis of hyperscalers shifting from asset-light to asset-heavy models, Satya Nadella’s comment that AI has become commoditized, Oracle cutting 21,000 jobs, Getty Images soaring 145% on an OpenAI licensing deal, and a Chevron-Microsoft 20-year natural gas power pact dubbed Project Kirby. The hosts also flag the mahjong craze, citing Yelp’s 4,400% search surge.

Dvorak, tracking insider selling across dozens of companies, observes that his screen is a ‘sea of red,’ with Cantor Equity Partners (linked to Commerce Secretary Howard Lutnick) as the lone buy. The episode is available at dhunplugged.com and on Spotify, Amazon Music, Apple Podcasts, and RSS.

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