Jul 20, 2026
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings. Later, did anything fundamentally change with the memory stocks like Micron or people just don’t want to be the last out. Finally, the Strait of Hormuz didn’t matter to markets until the market decided it mattered again.
Apple sues OpenAI
Micron and the memory stocks dip again
Trading behavior psychology losing hurt more than winning feels good?
Strait of Hormuz tanker tracker ticks lower
More sellers than buyers in memory stocks
SpaceX moves below its IPO price
Looking at the Mag7 stocks and how they grew into their valuations over a decade
Were the Mag7 stocks expensive or undervalued in hindsight 10 years ago?
SpaceX forward valuation
Interest rates and oil prices
Inflation surprises to the downside
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt
Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com