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Precious Metals Contrarian Call: Everyone's Wrong?
Welcome back to Retail Edge. I’m Michele Steele, joined by Stocktwits’ Tom Bruni. It’s a weird week—short trading week, earnings season chaos, and the market flipping the script: dollar up, commodities up, stocks up, and last week’s sold AI trades getting bought.
What we cover in this episode:
Top 6 trending on Stocktwits (in 60 seconds):
Immunity Bio: EU authorization expands reach to 33 countries
Trump Media (DJT): trading near record lows after earnings weakness
Quince Therapeutics: failed Phase 3, stock down big
SRX Health Solutions: digital asset treasury pivot + reverse-merger speculation
Tesla: flirting with the key $400 level
Nvidia: multi-year partnership with Meta + analyst upgrades on CapEx tailwinds
Most newly followed: Fastly — why the “edge cloud” name surged 80% on earnings (EPS beat, revenue +23% YoY, record gross margins, free cash flow turns positive).
Message volume breakout: Corsair Gaming — the comeback trade (earnings beat, first-ever buyback, margin tailwinds, and what retail is betting on next).
Meme of the week: Algorithm Holdings (RIME) — the wild pivot from karaoke (Singing Machine) to AI logistics… and why transport stocks felt it.
Hidden gem: Inflection — a quantum SPAC raising $550M, neutral atom approach, and why retail is watching.
Pros vs Joes: Wendy’s — sales down, store closures, but retail sees a “how much worse can it get?” setup with a 7% dividend and an activist “backstop.”
Reversal watch: Shopify — 40% drop tied to AI spend, but revenue growth and a first-ever $2B buyback has dip-buyers circling.
Contrarian call: Precious metals — bearish Stocktwits sentiment despite stabilized prices and a weird dollar/metals correlation.
Whale Watch (13Fs): Buffett trimming Apple, Dalio buying Google + Amazon, and the broader Q4 shift into AI infrastructure, energy, and materials.
Plus: what’s coming next on StocktwitsTV — executive interviews with Opendoor and Gorilla Technologies.
#retailedge
Chapters
00:00 Weird short week + markets flipping (dollar/commodities/stocks up)
00:45 Top 6 trending tickers on Stocktwits (60 seconds)
02:03 Most newly followed: Fastly (80% earnings surge)
03:29 Message volume breakout: Corsair Gaming (+50% best day)
05:58 Meme of the week: Karaoke → AI logistics (Algorithm Holdings / RIME)
08:24 Hidden gem: Inflection (quantum SPAC + $550M raise)
11:13 Pros vs Joes: Wendy’s (Peltz backstop + 2013 levels)
13:59 Reversal watch: Shopify (AI-driven -40% + $2B buyback)
15:49 Contrarian call: Precious metals sentiment turns bearish
17:42 Whale Watch: Buffett/Dalio + Q4 13F positioning
19:46 What’s next: Opendoor earnings + Gorilla acquisition + exec interviews
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
View all episodes
By StocktwitsWelcome back to Retail Edge. I’m Michele Steele, joined by Stocktwits’ Tom Bruni. It’s a weird week—short trading week, earnings season chaos, and the market flipping the script: dollar up, commodities up, stocks up, and last week’s sold AI trades getting bought.
What we cover in this episode:
Top 6 trending on Stocktwits (in 60 seconds):
Immunity Bio: EU authorization expands reach to 33 countries
Trump Media (DJT): trading near record lows after earnings weakness
Quince Therapeutics: failed Phase 3, stock down big
SRX Health Solutions: digital asset treasury pivot + reverse-merger speculation
Tesla: flirting with the key $400 level
Nvidia: multi-year partnership with Meta + analyst upgrades on CapEx tailwinds
Most newly followed: Fastly — why the “edge cloud” name surged 80% on earnings (EPS beat, revenue +23% YoY, record gross margins, free cash flow turns positive).
Message volume breakout: Corsair Gaming — the comeback trade (earnings beat, first-ever buyback, margin tailwinds, and what retail is betting on next).
Meme of the week: Algorithm Holdings (RIME) — the wild pivot from karaoke (Singing Machine) to AI logistics… and why transport stocks felt it.
Hidden gem: Inflection — a quantum SPAC raising $550M, neutral atom approach, and why retail is watching.
Pros vs Joes: Wendy’s — sales down, store closures, but retail sees a “how much worse can it get?” setup with a 7% dividend and an activist “backstop.”
Reversal watch: Shopify — 40% drop tied to AI spend, but revenue growth and a first-ever $2B buyback has dip-buyers circling.
Contrarian call: Precious metals — bearish Stocktwits sentiment despite stabilized prices and a weird dollar/metals correlation.
Whale Watch (13Fs): Buffett trimming Apple, Dalio buying Google + Amazon, and the broader Q4 shift into AI infrastructure, energy, and materials.
Plus: what’s coming next on StocktwitsTV — executive interviews with Opendoor and Gorilla Technologies.
#retailedge
Chapters
00:00 Weird short week + markets flipping (dollar/commodities/stocks up)
00:45 Top 6 trending tickers on Stocktwits (60 seconds)
02:03 Most newly followed: Fastly (80% earnings surge)
03:29 Message volume breakout: Corsair Gaming (+50% best day)
05:58 Meme of the week: Karaoke → AI logistics (Algorithm Holdings / RIME)
08:24 Hidden gem: Inflection (quantum SPAC + $550M raise)
11:13 Pros vs Joes: Wendy’s (Peltz backstop + 2013 levels)
13:59 Reversal watch: Shopify (AI-driven -40% + $2B buyback)
15:49 Contrarian call: Precious metals sentiment turns bearish
17:42 Whale Watch: Buffett/Dalio + Q4 13F positioning
19:46 What’s next: Opendoor earnings + Gorilla acquisition + exec interviews
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/