The John Johnston Lounge

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...

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/N5A3GadjZbU ai bubble, hedge fund, stock market, artificial intelligence, investing, finance...

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

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/HcPOIutA9RU Tech CEO: No More Poor People Voting! | Breaking Points https://youtu.be/fb3UHAuEg7c #ElonMusk #Democracy #Politics #MehdiHasan #...

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/0t5v6p...

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/epis...

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/4BBNi6oN9xmK...

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,...

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. Relat...

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 i...

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://...

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.spotif...

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:...

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/5lheHMH1AuJ1YVYB3i3F8...

John Johnston (JJ) breaks down the news that Sam Altman wants the US government to have a 5% stake in OpenAI, and Meta is looking to rent out excess AI data centre capacity to other companies. Are these signs that Sam Altman is trying to make OpenAI “too big to fail”, and that Meta’s internal AI strategy has failed? Related episodes: AI Bubble: Top Central Bank Warns of Global Financial Crisis htt...

John Johnston (JJ) breaks down what investor and Professor Aswath Damoderan, the “Dean of Valuation”, thinks of the current stock market valuation of SpaceX, and the current outlook for the emerging AI sector.  Related episodes: AI Bubble: Top Central Bank Warns of Global Financial Crisis https://open.spotify.com/episode/3hsDCH8J1PKCN3DoLrqhhX AI Bubble & SpaceX: What Could Happen in A Bust? |...

John Johnston (JJ) breaks down how President Trump has made billions while in office during off his second term, from crypto schemes, to stocks, to international business deals related to insider knowledge of government policy changes and contracts. Related episodes: TRUMP Memecoin is Grifting INSANITY https://open.spotify.com/episode/2jwECp8GbmInq2BjwsYDCD It’s Official: Elon Musk Must Face DOGE...

John Johnston (JJ) breaks down how the Bank for International Settlements (BIS) is warning of the current “AI exuberance” driving up the risk of another global financial crisis. “Big Short” investor Steve Eisman is also looking at some of the biggest warnings signs right now, in relation to the AI boom.  Related episodes: AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffet...

John Johnston (JJ) breaks down what prominent investor Ray Dalio recently said about the AI bubble, and what he thinks could burst that market bubble. We also look at what legendary investor Warren Buffett said about why he sold Taiwan Semiconductor stock, and how that relates to the AI bubble.  Related episodes: AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett  https:...

John Johnston (JJ) breaks down how longtime investor Jeremy Grantham asserts that there is a massive stock market bubble, currently being fueled by the excitement around AI, and including Elon Musk’s SpaceX. All-time great investor Warren Buffett also implies the current US stock market is expensive, and that a lot of people are gambling rather than investing.  Related episodes: SpaceX & AI: “...

John Johnston (JJ) breaks down how Elon Musk is angry at Democrat Ro Khanna, and Jennifer Welch from the I’ve Had It Podcast, and threatening to sue Khonna over wanting to officially question Elon about some potentially illegal actions DOGE made under Elon’s control.  Related episodes: It’s Official: Elon Musk Must Face DOGE 'Power Overreach' Lawsuit https://open.spotify.com/episode/6Dz4yU...

John Johnston (JJ) reacts to some of a recent chat about Elon Musk, Tesla, SpaceX, and other Silicon Valley tech billionaires that journalist Gil Duran had with GWU Associate Professor Dave Karpf. Will Elon Musk’s ongoing “arrogance and villainy” eventually receive “some sort of cosmic justice”? Related episodes: Is SpaceX Overvalued by ~$1 Trillion? (Morningstar Says So) https://open.spotify.com/...

John Johnston (JJ) breaks down how widespread techno-pessimism has sparked a positive and burgeoning analog movement, and an offline “Summer of Ludd” festival in New York. Other offline, phone-free events have been springing-up around the world, aiming for intentional, “unplugged” human connection.  Related episodes: Is Elon’s SpaceX ‘Coup’ About to Rob Your 401K? https://open.spotify.com/episode/...

John Johnston (JJ) breaks down how the massive amount of money that has been flooding into the AI sector could be a warning sign of things to come? Is this one of the biggest risks to the current highflying stock market, and AI-related tech stocks in particular? We look at various opinions, and some of the stocks that have made parabolic moves.  Related episodes: Legit Legendary Investor: AI ‘Has...

John Johnston (JJ) breaks down how OpenAI’s financials have just been leaked to independent journalist Ed Zitron, ahead of the planned OpenAI IPO. The audited figures reveal mounting costs and a far worse financial position than almost everyone thought. Related episodes: Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn Legit...