Jun 29, 2026
Derek Moore is joined by Mike Snyder and Shane Skinner this week where they’ll
discuss Micron’s earnings announcement and subsequent stock price changes and
free cash flow. Is that where all the hyperscalers cash is heading? Plus, the latest
geo-political goings on including tracking the number of tankers in the Strait of
Hormuz. Are the Fed dot plot predictions (expectations) really as useless as they
same? Don’t forget the guys got Derek talking about Bitcoin and Strategy again.
Finally, looking at some bull and bear cases for the equity markets.
What are the Hyperscalers?
Strait of Hormuz tanker tracker
Michael Saylors Bitcoin problem
Bitcoin sentiment
Micron implied volatility
Micron’s earnings and forward multiples
Cash flow on the Mag 7 vs Micron
Fed dot plots
What the Fed dot plots predicted in December 2020 vs what actually happened 2021-2022
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