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...
Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?
Just the Tips (by the Stock Jocks)
57 minutes
3 months ago
Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?
Send us a text Recorded 8/3/2025. The Stock Jocks give the bull/bear treatment to Internet-of-Things (IOT) and fleet telematics specialist Samsara ($IOT). The Jocks also give their always spicey takes on the news, including $MSFT/$GOOG earnings, the AI space ($META, $NVDA), the Figma ($FIG) IPO, and why Jensen Huang is the Sidney Sweeny of tech.
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...
