DHUnplugged #805: Space Race

About this episode

The episode discusses recent market trends, including low oil inventory, inflation challenges, and significant movements in software stocks amidst AI advancements.

Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). 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. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have…

People in this episode

Hosts: John C. Dvorak, Andrew Horowitz

Topics covered

• investing
• inflation
• software stocks
• AI valuations
• SpaceX IPO
• market trends

Keywords

• investors
• inflation
• software stocks
• AI
• SpaceX IPO
• Salesforce
• market trends

Mentioned in this episode

Organizations: Salesforce, SpaceX, Snowflake, Okta, iShares Expanded Tech-Software

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