Sift Stack

Sift Stack Quick Take 10: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. In this post-election breakdown, we analyze how a Democratic sweep in Congress is shaking up the markets. Hyperscalers like Microsoft, Amazon, and Google are rallying as expectations shift around data center build-outs and slowing CapEx, while semiconductors and neoclouds face heavy regulatory pressure. Plus, oil prices tumble on Middle East peace hopes, and we debate whether Texas flipping blue could prompt Elon Musk to move Tesla’s headquarters to Florida. Remain calm - tune in to understand what these cyclical shifts mean for your portfolio.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 50 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets.

This Week's Topics:

1. Palantir Stock Review

2. Charts of The Week: Market Performance & Elections

3. Weekly Insight: Anthropic - $16 Billion in Revenue. $80 Billion in Losses.

4. Binance - $6.3 Billion Gone: The Biggest Crypto Heist Yet

5. Intel’s Worst Day Since 1974. Big Tech Earnings Split.

6. Poll Question: Will Anthropic go Public this November?

7. Sifter of The Week - from Instagram: debajit.88's opinion on neocloud companies and the current credit squeeze

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 49 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets.

This Week's Topics:

1. SK Hynix Earnings

2. Chart of The Week: "Stage of a Bubble" Stock Chart vs SK Hynix Stock Chart

3. Weekly Insight: Saying "Ai" Doesn't Get You a Loan Anymore

4. Neoclouds vs. the cloud giants

5. Poll Question:

-How will "neocloud" Ai companies survive the current credit squeeze?

-Were Sifters right on the Ballon d'or pick?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 48 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets.

This Week's Topics:

1. Tesla Earnings

2. Chart of The Week: Invesco S&P 500 Equal Weight (RSP) vs iShares Core S&P 500 ETF (IVV) Past 3 Months

3. Weekly Insight: 84% Are Beating, Now Big Tech is Stepping in

4. Most Stocks Are Losing to The Index in 2026

5. Poll Question: -Who wins the Ballon d'or? -When do Sifters think there will be a permanent peace deal in Iran?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 47 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets.

This Week's Topics:

1. Goldman Sachs Earnings

2. Delta’s Riyadh Launch Is 11 Days Out. The Airport Is Closed.

3. 12 Reports. 4 Days. Earnings Season Starts Now.

4. Pepsi Beat Earnings, then cut its outlook.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 46 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets.

This Week's Topics:

1. Pepsi Earnings Preview for Thursday 10/8/2026

2. Saudi Aramco CEO, Amin Nasser's Comments on Oil Supply

3. A Broken Test Tube In Siberia Has The White House Watching

4. Andrew Sorkin's "Inside The Story of 1929" Talk at University at Buffalo

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 45 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team breaks down the biggest market catalysts. We preview Micron’s high-stakes fiscal Q4 earnings amidst massive AI memory bottlenecks, dive into SpaceX pushing Starship into Earth orbit, and examine Anthropic’s historic upcoming public debut. Plus, we cover Nvidia’s record $150 billion buyback boost, Meta poaching MongoDB’s CEO for its new enterprise AI division, and geopolitical tensions in the Strait of Hormuz driving up crude oil. Stay informed as we analyze what these massive corporate and macroeconomic shifts mean for your portfolio this week!

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Sift Stack Quick Take 9: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. Today we break down the massive bond sell-off pushing 30-year Treasury yields to 2004 highs and national mortgage rates toward 7.5%. They explore how soaring rates create a housing market stalemate, making renting cheaper than buying across major cities. Plus, the team analyzes Costco’s blowout $3 billion quarter, fueled by strong customer loyalty and store expansion, alongside Manchester United’s record-setting £677M revenue year overshadowed by financing losses. Discover why accumulating quality assets remains critical in today's K-shaped economy.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 44 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. We analyze Meta’s massive rally to near all-time highs following a major legal settlement and the breakout launch of its new AI Agent app, Muse. We examine the growing divergence between the Federal Reserve’s interest rate projections and everyday consumer inflation expectations. Plus, we cover top global developments: high-stakes US-China talks on military AI risks, central banks investigating Wall Street exposure after a rare multi-billion-dollar trading loss at Jane Street, and an upcoming earnings preview for Manchester United as the club balances on-pitch success against statutory net losses.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 43 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Federal Reserve's unanimous 12–0 vote to hike interest rates, setting the federal funds rate to 3.75%–4.00% with signals of another increase ahead. Driven by sticky energy inflation and bond yields near 20-year highs, the Fed's move shifts market expectations. The hosts analyze why large-cap S&P 500 stocks hold an advantage over smaller-cap equities in this tightening environment, how a stronger U.S. dollar affects international markets, and where key opportunities lie across Treasury yields.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.