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PODCAST

The John Johnston Lounge

Welcome to The John Johnston Lounge, where tech, business, politics, and culture collide. Join host John Johnston (JJ) for a daily breakdown of some of the most powerful tech companies and people. JJ goes beyond the headlines to critique the unusual psychology, strategies, and politics of tech billionaires Elon Musk (Tesla and SpaceX), Sam Altman (OpenAI), Peter Thiel (Palantir), Mark Zuckerberg (Meta), and others. Whether it"s an inflating AI bubble, a Silicon Valley coup, or the politics of

technology

All Episodes

00:14:02

Why SpaceX Stock Dumped on Earnings

The John Johnston Lounge ·

2026/08/05

John Johnston (JJ) breaks down what happening with SpaceX Earnings and Space Earnings Call with Elon, for the stock to drop nearly 8% after hours. What did investors not like about SpaceX earnings?Referenced video:SpaceX crashes after Elon call | Chris Norlund: https://youtu.be/qm77VRKXdeYSpaceX, SpaceX stock, SpaceX earnings, Elon Musk, why SpaceX stock dropped, SpaceX stock crash, SpaceX earnings call, SPCX stock, SpaceX stock news, stock market news, stock market update, space stocks, Starlink

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00:12:11

AI Bubble Domino Effect: U.S. Next After South Korea?

The John Johnston Lounge ·

2026/08/04

John Johnston (JJ) breaks reacts to Scott Galloway and Ed Elson as they discuss how a crash in the South Korean Kospi was caused by retail investors speculating with leveraged ETFs directly related to the AI bubble. Referenced video:South Korea’s Crash Is A Warning For U.S. Investors | Prof G Markets https://youtu.be/q77frNeCVc4AI Bubble, Kospi, South Korea market crash, Scott Galloway, Ed Elson, Prof G Markets, leveraged ETFs, retail investors, AI stock crash, stock market crash, AI bubble domino

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00:13:14

AI Bubble: Nvidia’s $350B OpenAI Loan is Scaring...

The John Johnston Lounge ·

2026/08/04

John Johnston (JJ) reacts to Ed Zitron on The Tech Report, discussing the state of huge circular financing within the AI bubble, after Nvidia offered a massive $250 loan guarantee to build OpenAI yet another data center, and yet another $350 loan of GPUs to go in the data center. Referenced videos:Nvidia’s $350bn OpenAI loan is scaring everyone | Ed Zitron | The Tech Report https://youtu.be/B07mYv-IeU8Nvidia Is Keeping CoreWeave Alive, But Barely | Broken Business Models

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00:15:26

Legendary Short Seller Jim Chanos on Why AI Will Crash

The John Johnston Lounge ·

2026/08/03

John Johnston (JJ) reacts to some of a Prof G Markets interview with legendary short seller Jim Chanos, who is calling out an AI Bubble, and shorting it. Chanos was instrumental in uncovering the Enron fraud, and successfully called out and shorted the Dot Com Bubble. Referenced video:Legendary Short Seller: Fraud Is Hiding Behind Record Highs https://youtu.be/VxpxLIuPxLA | Prof G MarketsJim Chanos, Short Seller, AI Crash, AI Bubble, Stock Market Crash, Artificial Intelligence, Tech Stocks,

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00:13:28

Elon Musk to Bet a FORTUNE on GOP for Midterms

The John Johnston Lounge ·

2026/08/03

John Johnston (JJ) breaks down how Elon Musk is about to drop over $100 million to support Republicans for the upcoming Mid Term elections, only a week after saying he go too far into politics last year. Could this again impact his public popularity, and that of the Tesla brand?Referenced videos:Elon Musk Investment Plan REVEALED As Republicans Tank In Polls | The Damage Report https://youtu.be/nbnmyOBqzzYScott Bessent Left SCRAMBLING Over Insane Elon Musk Declaration In Fox News Disaster | The

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00:12:57

The Wheels Are Falling Off The AI Bandwagon

The John Johnston Lounge ·

2026/08/03

John Johnston (JJ) reacts to some a a recent conversation between Investors George Noble, Julien Garran, “Nobody Special”, and independent journalist Ed Zitron, about how the wheels may be starting to fall off the AI boom; that is, the AI Bubble may be showing early signs of bursting.Referenced video:AI: The Wheels Are Coming Off | Julien Garran, Ed Zitron, Nobody Special | Market Talk with George Noble https://youtu.be/_PRY26/08lWOQtQkAI Bubble, AI Crash, Tech Stocks, Ed Zitron, George Noble,

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00:14:31

Elon Musk is Having A Public Meltdown for The Ages

The John Johnston Lounge ·

2026/07/31

John Johnston (JJ) breaks down how Elon Musk is having an epic, ongoing public meltdown. It involves his companies Telsa and SpaceX, and his political worldview.Elon Musk, Tesla, SpaceX, John Johnston, JJ, The John Johnston Lounge, Elon Musk meltdown, Elon Musk news, Elon Musk political views, Elon Musk drama, tech news, political commentary, tech analysis, Elon Musk controversy——Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general

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00:14:09

AI Bubble: Hedge Fund IMPLODES After Sudden AI Losses

The John Johnston Lounge ·

2026/07/31

John Johnston (JJ) breaks down how a highly leveraged AI-focused hedge fund has suffered major losses when stock in the sectors dropped abruptly over the past month. Is this a sign of more to come with the AI bubble?Referenced video:'AI' Hedge Fund BLOWN OUT As Bubble Fear Grows https://youtu.be/N5A3GadjZbUai bubble, hedge fund, stock market, artificial intelligence, investing, finance, ai losses, stock market crash, tech stocks, hedge fund loss, ai stock crash, financial news, market

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00:13:20

Tesla Cybertruck: Biggest Flop in Auto History?

The John Johnston Lounge ·

2026/07/30

John Johnston (JJ) breaks down how Tesla’s Cybertruck is looking like it could be the biggest automotive industry flop in history, dethroning Ford’s Edsel.Tesla, Cybertruck, Elon Musk, EVs, Electric Vehicles, Automotive, Car Review, Tesla News, Automotive History, John Johnston

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00:15:26

Why Elon Musk Is A Huge Threat to Democracy

The John Johnston Lounge ·

2026/07/30

John Johnston (JJ) breaks down how and why Elon Musk has become a real threat to democracy. JJ reacts to an interview between Mehdi Hasan and Naomi Klein. Referenced videos:How the World’s Worst Person Became the First Trillionaire | Zero https://youtu.be/HcPOIutA9RUTech CEO: No More Poor People Voting! | Breaking Points https://youtu.be/fb3UHAuEg7c#ElonMusk #Democracy #Politics #MehdiHasan #NaomiKlein #ElonMusk #PoliticalCommentary #FreeSpeech

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00:18:56

Crash in Progress? AI Bubble, Tesla & SpaceX Stocks

The John Johnston Lounge ·

2026/07/29

John Johnston (JJ) looks at whether or not the AI Bubble has started to burst. Is the AI sector unwinding after a huge run-up? We look at various market signs in the memory and semi-conductors sectors in particular, including the hugely volatile and speculative South Korean stock market.Related episodes:SpaceX Stock Crashes Nearly 50% | AI Bubble Bursting? https://open.spotify.com/episode/0t5v6pEahXpXicuD6abAxSSpaceX Stock Crashes $1T & AI Trade Reverses

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00:13:18

Elon Musk Crashes Out The Moment Interviewer Pushes Back

The John Johnston Lounge ·

2026/07/28

John Johnston (JJ) reacts to part of an interview Elon Musk had with The Economist’s Editor-In-Chief, Danny Minton, about his political beliefs and how he has been attempting to influence politics in the UK and other European countries. Minton asked some questions Elon is not often confronted with these days. Related episodes:Elon Musk Grilled & It Gets Awkward! https://open.spotify.com/episode/0nz5Ry346AczVyY6IDmA6lTesla, Elon Musk & Joe Rogan are CRASHING

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00:13:45

Tesla Stock Tumbles as Hype Meets Reality

The John Johnston Lounge ·

2026/07/24

John Johnston (JJ) breaks down how shares of Tesla plummeted around 15% after the latest earnings report, and SpaceX is down around 50% from its highs. Elon Musk’s “just trust me”, about Tesla Robotaxi and Optimus robots, doesn’t seem to be working so well with investors anymore. Related episodes:Tesla Profits Plunge & SpaceX Stock Continues Fall https://open.spotify.com/episode/4BBNi6oN9xmKG7kwqJzRNySpaceX Stock is Crashing & Tesla Investors Want Answers

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00:11:32

Tesla Profits Plunge & SpaceX Stock Continues Fall

The John Johnston Lounge ·

2026/07/23

John Johnston (JJ) breaks down Tesla Earnings for Q2 2026, in which Tesla profits plunged as discounts on its EV models weighed on the earnings results. Tesla stock sank during the earnings call with Elon. SpaceX stock also sank significantly on the day, now down almost 50% from its peak. Tesla’s capital expenditures doubled as Tesla continues to struggle to pivot to the hot semiconductor sector, autonomous robotaxis, and Optimus humanoid robots. Related episodes:SpaceX Stock is Crashing & Tesla

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00:19:15

SpaceX Stock Crashes Nearly 50% | AI Bubble Bursting?

The John Johnston Lounge ·

2026/07/21

John Johnston (JJ) breaks down how SpaceX stock has gone down nearly 50% from the high it set just days after its historic IPO in June 2026. We also ponder the question: has the AI bubble peaked? We look at various market and AI sector signs and news, including what famed short seller Jim Chanos is currently saying, and how memory sector stocks have given way after a stellar run-up recently.Related episodes:SpaceX Stock Crashes $1T & AI Trade Reverses

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00:12:20

SpaceX Stock Crashes $1T & AI Trade Reverses!

The John Johnston Lounge ·

2026/07/20

John Johnston (JJ) breaks down how SpaceX stock lost around $1 trillion in market value from its initial peak, and short sellers are increasingly betting against SpaceX, just weeks after its massive IPO. Also, we look at how this relates to US semiconductor stocks falling at the same time, and in turn how this relates to the huge volatility in the South Korean KOSPI Index over the past year, and its recent fall into bear market territory.Related episodes:SpaceX Stock is Crashing & Tesla

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00:14:02

SpaceX Stock is Crashing & Tesla Investors Want Answers

The John Johnston Lounge ·

2026/07/17

John Johnston (JJ) breaks down how SpaceX Stock is sunk below its IPO price for the first time, and short sellers are having a field day as the stock continues to slip. Tesla shareholders are also begging Elon Musk to explain Tesla’s missed short and long term goals, based on Elon’s “predictions” and claims.Related episodes: AI Bubble & SpaceX: 17x Bigger Than Dot Com | George Noble https://open.spotify.com/episode/6GEsy88szlvkjDVygARuu3Morgan Stanley Issues SpaceX Target Value of ~$4T!

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00:14:48

AI Bubble & SpaceX: 17x Bigger Than Dot Com | George...

The John Johnston Lounge ·

2026/07/13

John Johnston (JJ) reacts to investor and longtime fund manager George Noble discussing what he sees as a massive AI bubble, which he thinks is much bigger than the previous Dot Com Bubble. Noble also sees Elon Musk’s SpaceX and Tesla being involved in the biggest misallocation of capital in the history of financial markets. Related episodes:THE TESLA STOCK CRASH WILL BE EPIC https://open.spotify.com/episode/2RV8h4ioNb1wksarKXeIdHAI Bubble: NOT Too Big To Fail! Let It Burn | Ed Zitron

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00:18:52

AI Bubble: NOT Too Big To Fail! Let It Burn | Ed Zitron

The John Johnston Lounge ·

2026/07/09

John Johnston (JJ) breaks down what tech journalist and podcaster Ed Zitron is saying about there being a massive, multi-layered AI bubble. In recent interviews and in his newsletter Where’s Your Ed At, Ed has been detailing what he sees and how he thinks an AI bust will play out. Will Ed Zitron be correct?Related episodes:Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvnAI Bubble: OpenAI’s Financials LEAKED & It’s UGLY |

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00:12:51

Morgan Stanley Issues SpaceX Target Value of ~$4T!

The John Johnston Lounge ·

2026/07/08

John Johnston (JJ) breaks down how SpaceX has received bullish recommendations from Wall Street banks, including Morgan Stanley, which has given Elon Musk’s AI and rocket company stock a $300 price target. This would give SpaceX a market valuation of around $4 trillion. Related episodes:Aswath Damodaran: “SpaceX Looks AWFUL As An Investment” https://open.spotify.com/episode/5lheHMH1AuJ1YVYB3i3F8GAI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett

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