Send us a text Do you like beating the market? So do we. In this episode, we conduct our third review of stocks previously covered on the pod—and spoiler alert: we handily beat the market. Our last six picks returned 37%, outperforming by 38 percentage points! We revisit SoftBank ($9984:JP), $WLDN, $IOT, $CRCL, $NBIS, and $UBER, covering recent earnings, news updates, and our latest buy/sell recommendations. We also discuss OpenAI's massive CapEx commitments and Sam Altman's reactions to ques...
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Send us a text Do you like beating the market? So do we. In this episode, we conduct our third review of stocks previously covered on the pod—and spoiler alert: we handily beat the market. Our last six picks returned 37%, outperforming by 38 percentage points! We revisit SoftBank ($9984:JP), $WLDN, $IOT, $CRCL, $NBIS, and $UBER, covering recent earnings, news updates, and our latest buy/sell recommendations. We also discuss OpenAI's massive CapEx commitments and Sam Altman's reactions to ques...
Send us a text In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($SMCI), Twilio ($TWLO), Shopify ($SHOP), AppLovin ($APP) and Datadog ($DDOG). We address key questions such as: Is $SMCI still the psychotic ex-girlfriend, or has she changed? Should we let her move back into our hearts and our portfolio? (Gordon insists this metaphor has nothing to ...
Just the Tips (by the Stock Jocks)
Send us a text Do you like beating the market? So do we. In this episode, we conduct our third review of stocks previously covered on the pod—and spoiler alert: we handily beat the market. Our last six picks returned 37%, outperforming by 38 percentage points! We revisit SoftBank ($9984:JP), $WLDN, $IOT, $CRCL, $NBIS, and $UBER, covering recent earnings, news updates, and our latest buy/sell recommendations. We also discuss OpenAI's massive CapEx commitments and Sam Altman's reactions to ques...