Welcome to the inaugural episode of StockTwits Retail Edge with Michele Steele and Tom Bruni—tracking where retail attention is moving, and what it could mean for markets. In this episode: Santa Claus rally talk + what the S&P 500 “reset” could mean into year-end.
Mag 7 breaking out again—and why that matters for broader market direction.
Top tickers by message volume: SLS, TLRY, ALT, plus NVDA and TSLA in focus.
NVDA: discussion of H200 chip shipping timeline and why the market cheered.
TSLA: milestone week, optimism around autonomy/robotics, and big headline chatter.
Meme of the week: DJT (nuclear fusion + bitcoin?!) and why the stream got spicy.
RUM: video platform → AI/data center pivot via acquisition talk.
Pros vs Joes: Carvana’s wild turnaround… and why retail still side-eyes the valuation.
Contrarian Call: Nike’s brand strength vs business missteps—and what retail is betting on.
Under the radar: Insurance stocks quietly breaking out (IAK/KIE) + Chubb relative strength
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