DHUnplugged #800: 50-50 Market

All-time highs - SP500 up 9% MTD - NAS100 even more

Balanced risk - up or down from here is evenly matched

All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%)

Worried about No More Mr. Nice Guy

The new "Blockchain" , "SPAC", "MEME" that is pushing stocks

PLUS we are now on Spotify and Amazon Music/Podcasts!

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Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - HUGE MOVES - All from Tweets - Earnings seasons - banks did goooood -- Earnings season - carrot ahead of next week when the tech giants report (lots of bulls on this) - A belated 420 day to all you stoners out there! Grab a gummy, come back in about 45 minutes and listen - show will be much better... - Tariff refunds now available

Markets - All-time highs - SP500 up 9% MTD - NAS100 even more - Balanced risk - up or down from here is evenly matched -- All tech right now (One day Equal Weighted up 0.33%, SP500 down 0.35%,) - Equal weight up 4.5% MTD, S&P up 9% - Worried about No More Mr. Nice Guy ? - Seems like Trump is bored with the Iran thing... - The new "Blockchain" , "SPAC", "MEME" that is pushing stocks

Announcing the Winner of the Closest to the Pin for NetGear...

Open /Closed - Straits of Hormuz closed again, and again - The brief opening allowed for a cruise ship to sneak through last week. - Celestyal Discovery, a 1,360-guest vessel operated by Greece-based Celestyal Cruises, departed Port Rashid in Dubai, U.A.E., on April 17 at 11:36 a.m. local time, becoming the first cruise ship known to exit the strait since the crisis began earlier this year. - No passengers aboard - aside from Captain and Crew. - - That must have been a pretty scary passing....

OIL - Oil hovering in the $80-$90 range for a while, now topping $100 - WTI and Brent flipped back to the normal relationship - UAE leaving OPEC - (accounts for 12% of OPEC and 4% of global oil) ---- They need more flexibility and there seems to be a rift with Saudi Arabia and others as they have not been protected -- China! China to begin exporting jet fuel, diesel and gasoline - DOES THIS MEAN PRICED IN YUAN?

Economics - Retail sales up more than expected. - Some is due to the high cost of gas - but stripping out gas prices - still beat expectations - How do we square this with the UMich at all-time lows? Consumer Confidence Retail Sales YoY Chips - MRVL Shares jumped more than 7% after a report by The Information said the company is in talks with Google to build two new AI chips. - AVGO (Broadcom) dipped as they had a deal announced prior and this seems to have watered down some of the importance. - Fast forward a few days and then we see a story about OpenAi missing user and revenue projections. Commentary about concern that if they do not meet their numbers, may not have enough money to fund all the build-outs they promised. (Lots of names dropping on this concern)

Tim Apple - Apple announces that Tim Cook will become executive chairman of Apple's board of directors and John Ternus, senior vice president of Hardware Engineering, will become Apple's next chief executive officer effective on September 1, 2026. - Ternus joined Apple's product design team in 2001 and became a vice president of Hardware Engineering in 2013. He joined the executive team in 2021 as senior vice president of Hardware Engineering. Throughout his tenure at Apple, Ternus has overseen hardware engineering work on a variety of groundbreaking products across every category. He was instrumental in the introduction of multiple new product lines, including iPad® and AirPods, as well as many generations of products across iPhone®, Mac®, and Apple Watch. - Ternus's work on Mac has helped the category become more powerful and more popular globally than at any time in its 40-year history. Prior to Apple, Ternus worked