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DHUnplugged #808: Market Rally, DRAM Antitrust, and Trump Accounts
Episode 808 of DHUnplugged discusses the first half of 2026 market rally led by AI memory stocks, a new DRAM antitrust class action against Samsung, SK Hynix, and Micron, and the launch of Trump Accounts. The hosts also cover Japan's yen intervention, SpaceX bond losses, and inflation risks.
The episode covers a broad range of topics including the first-half market rally driven by AI memory stocks, a DRAM antitrust class action, the launch of Trump Accounts, Japan's yen intervention, SpaceX bond losses, and inflation concerns.
The class action alleges that Samsung, SK Hynix, and Micron, which control 90% of DRAM, coordinated supply cuts that led to a roughly 700% jump in conventional DRAM prices over four years. This echoes a 2005 price-fixing case where Hynix, Samsung, and Infineon paid substantial fines.
Trump Accounts are a $1,000 Treasury-funded seed for newborns, launched on July 4. Host Andrew Horowitz criticized them as a forced financial literacy experiment with a socialist starter check to teach capitalism, wrapped in a political brand name.
SanDisk finished up 780%, Micron up 300%, Western Digital up 240%, and Seagate up 226%. South Korea's KOSPI surged 125% behind Samsung and SK Hynix.
John C. Dvorak suggests that compute is heading back to the desktop via Nvidia Blackwell-powered mini machines, which could leave server farms underutilized and memory prices vulnerable to collapse.
The yen is at 162 to the dollar, and there are hints of Bank of Japan 'yentervention.' This situation is described as the widowmaker trade.
The episode covers Chevron's 20-year data-center power deal with Microsoft, Comcast splitting off NBCUniversal and Sky, the Interior Department slashing federal drilling bonds to $25,000, and Bitcoin falling to $58,600.
The episode is available at dhunplugged.com and via Apple Podcasts, Spotify, Amazon Music, and RSS.