Just the Tips (by the Stock Jocks)

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Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics.

What We Cover:

🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending.

💻 Nvidia's Monster Quarter - Despite crushing earnings expectations with $57 billion in revenue, the stock sold off. We analyze what this means for AI infrastructure investing and whether it's still a buy.

🏢 The Vertical SaaS Showdown - Our main event features a head-to-head battle over AppFolio ($APPF). George makes the bull case for this property management platform trading at attractive valuations, while Bruce argues it's growth-at-an-unreasonable-price. Luca breaks the tie as guest referee.

Key Debates:

• Will AI destroy or enhance vertical SaaS businesses?
• Are lower gross margins the new normal for AI-powered companies?
• Can legacy software companies defend their moats against next-gen AI competitors?
• Is Google finally catching up in the AI race with Gemini 3.0?

Plus: College football rivalries, holiday photo strategies, and dad jokes courtesy of George's button.

Stock Tickers Discussed: NVDA, APPF, GOOGL, MSFT, ORCL, PLTR

Disclaimer: This podcast is for educational purposes only and is not financial, investment, or legal advice. Always consult with a qualified professional before making investment decisions.

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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 questioning, plus try to solve the mystery: where is our missing Stock Jock, Gordo.

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Recorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.

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Recorded 8/17/2025. The Stock Jocks build the bull/bear case on potential “hidden gem” and energy/AI infrastructure play Willdan Group.  News: Inflation/rate cuts, $CRWV earnings, $CRCL, $BLSH IPO.

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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.

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Recorded 7/13/2025. The Stock Jocks give the bull/bear treatment to stablecoin specialist Circle, a high-flying recent IPO. Spoiler: the Jocks all ultimately agree on this one. As usual, The Jocks give updated thoughts on tariffs, inflation, and the arms race in the AI space ($NBIS, $META, $NVDA, $AMD, $GOOG).  

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Recorded 6/30/2025. The Stock Jocks give the bull/bear treatment to “neocloud” and AI-infrastructure specialist Nebius, perhaps the fastest-growing public tech company in history. As usual, The Jocks also reflect on recent market developments (the conflict in Iran, inflation, tariffs, deportations, etc.) 

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The Stock Jocks look back on the stocks featured in recent episodes ($COIN, $CRWV, $DOCU, $PLTR, $DDOG, $APP, $PATH, $META, $TWLO, $CRWD ). To the shock of all, Gordon AGAIN takes the Just the Tips stock-picking crown (relative long performance: 34% vs. S&P) based on his prescient insight on $CRWD and $META.

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Recorded 5/26/2025. The Stock Jocks debate whether Uber continues to have abundant growth opportunities, or if autonomous vehicles present an existential threat. The Jocks also reflect on the Q1 earnings season, AI ($NVDA, $SMCI, $CRWV, $NBIS), tariffs and the stock market outlook. 

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The Stock Jocks kick off Episode 20 (recorded 5/4/2025) with a little “locker room talk” on whether they’re buyers or sellers of the recent stock market recovery after the post “Liberation Day” sell-off. This episode’s bull/bear discussion focuses on cryptocurrency specialist Coinbase ($COIN), with Bruce as Bull and Gordon as Bear.