StocktwitsTV

Michele Steele sits down with longtime tech analyst Michael Parekh to break down NVIDIA's latest earnings — $81.6 billion in revenue, 85% growth with guidance for 95% next quarter, and the 18th consecutive quarter of beating expectations. Yet the stock barely moved. Why?

00:00  GraniteShares NVDL sponsor read

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/

Michele Steele sits down with Ben Cahn (After Hours) for a bonus crossover episode of StockTwits TV. They open on Ben's recent run-in with a hostile cat — and the very real cortisol spike that came with it — before turning to the markets.

00:00  Cold open & Ben's cat attack

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In this exclusive interview, Robinhood's Chief Financial Officer, Shiv Verma, joins Michele Steele on Stocktwits TV to discuss the company's Q1 earnings results. Verma dives deep into the numbers, exploring Robinhood's impressive growth in revenue, net income, and gold subscriptions. He also shares insights into Robinhood's future plans, including its ongoing commitment to the crypto market, its expansion into new asset classes like prediction markets, and its strategies for becoming a leading global financial ecosystem.

Key Topics Covered:

The UAE just announced it’s leaving OPEC effective May 1. Oil is back above 100. The Iran war is in its ninth week. And last month, Cem Karsan told StocktwitsTV to buckle up.

Michele Steele sits down with Cem Karsan of CHI Wealth and CHI Volatility Advisors to connect the dots: Cem argues the Middle East conflict is part of a broader China vs U.S. battle where the moat to the dollar runs through oil, and the U.S. is using financial markets as a primary tool of power.

Cem breaks down why the biggest tell is market structure itself: he says we’ve “never in 125 years” seen a 15% rally come out of only a 5–10% decline from all-time highs, and he frames this as proactive crisis-style market management—because markets create liquidity, not just reflect it.

Then he runs through what he calls a “mosaic” of preparations: emergency meetings around private credit and cybersecurity, energy and infrastructure deregulation, shifting industrial priorities, and even Hank Paulson floating a facility to backstop the Treasury market—moves Cem says don’t happen if leaders believe the crisis ends in two weeks.

Finally, Michele and Cem talk catalysts the U.S. can’t control—oil, global FX stress, and geopolitical flashpoints like Taiwan—and what it means for the AI trade, inflation, and volatility into summer. Cem’s view: the squeeze power is diminishing, managed mean reversion is likely, vol compression could dominate summer, but the “boots on the ground” realities keep getting worse.

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/

Chapters / Timestamps

00:01 - UAE exits OPEC

Welcome back to StocktwitsTV. Michele Steele is joined by Scott Sanborn, CEO of LendingClub, soon to be Happen Bank, after a major quarter: originations up 31% and EPS at 44 cents, a beat by 22%.

Scott explains what drove the performance: strong execution across controllable levers like expansionary marketing and cross-product adoption, plus credit that is outperforming expectations despite noisy headlines about consumer health. He shares standout engagement data, including roughly 40% of auto customers applying for a personal loan, and nearly a quarter of savings accounts coming from former borrowers.

Michele digs into the private credit debate, asking whether SaaS-linked fears are being conflated with LendingClub’s funding story. Scott says funding looks strong: more loans sold in Q1 than Q4, at higher prices, with buyers signaling intent to keep purchasing because returns have held up.

The biggest strategic shift is the rebrand: LendingClub is becoming Happen Bank. Scott explains why now is the right time, why “bank” matters for trust, and how “Happen” reflects an action-oriented customer who chooses to improve their finances.

In rapid-fire community questions, Scott addresses whether Happen Bank will advertise on TV, how the strategy differs from SoFi, and how LendingClub plans to grow responsibly without chasing market share at the expense of credit quality. He also outlines the product roadmap: home improvement loans launching now, DebtIQ improvements including transaction monitoring, and home equity as a likely next major product once builds are complete.

Finally, Michele asks about the impact of geopolitical shocks and higher oil on rates and borrowers. Scott says the immediate hit is the rate outlook shifting from three cuts to zero, but he maintains guidance and says the company is not seeing leading indicators of consumer stress in the tighter approval box it now underwrites.

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/

Chapters / Timestamps

00:00 - Big quarter recap

Welcome into StocktwitsTV. Michele Steele is joined by Ben Cahn—and yes, the Wi-Fi lives.

First up: Michael Burry is buying the dip in PayPal after the stock fell more than 80% from its highs. Michele lays out the debate and Ben gives his take: he thinks people may be overcomplicating the story, and that PayPal’s real issue is competition—Apple Pay, Zelle, and a Venmo that’s “free for the most part.”

Then the headline that sounds fake but isn’t: “Tapatio, Ozempic, and the hot sauce trade.” Michele explains the theory: GLP-1 users may crave bold flavors without adding calories, which could boost hot sauce demand. Ben reacts to the news that Tapatio sold to a Dallas private equity firm—after 55 years of family ownership—and goes on a passionate rant about private equity “ruin[ing] everything” if they mess with the recipe.

They wrap by zooming out: how consumer trends still create real businesses, why America never stops spending, and why this segment somehow ends with Walmart not taking Apple Pay.

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/

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Chapters

00:00 - Wi-Fi jokes and intro

Poet Technologies ($POET) CFO Thomas Mika joins StocktwitsTV to address the Wolfpack Research short report head-on — and explain why the company believes it was a "nothing burger" timed to spook shareholders before tax day.

We cover: the Wolfpack short thesis and its biggest errors, Poet's $430M cash strategy (the "3 Cs"), the 800G and 1.6 terabit transceiver market, the Blazar light source product, NDAs with hyperscaler suppliers, a purchase order from Marvell/Celestial AI, and what a "meaningful order" looks like in 2025.

Poet Technologies develops semiconductor chips that combine electronics and optics on a single chip — positioning the company as a component supplier to module makers serving major cloud providers.

⚡ Key topics:

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⚠️ Not financial advice. Do your own research.

0:00 Intro — Poet up 20%+ on 5x normal volume

Welcome onto StocktwitsTV. Michele Steele sits down with Rocket Lab CEO Sir Peter Beck as the Stocktwits community tunes in with rapid fire questions about Neutron, Archimedes, and Rocket Lab’s long term ambition.

Michele opens with a recent milestone: Rocket Lab solar cells showing up in Artemis II footage as the mission looped around the moon. Beck says Rocket Lab is building an end-to-end space company—launch, spacecraft components, satellite operations, and eventually services from space.

From there, Michele brings in community questions about Neutron’s first launch timing and what has to go right for the Archimedes engine. Beck explains Rocket Lab is pushing hard for a Q4 target, but says rockets are rockets, and reliability and reusability matter more than rushing. He describes how the team is running tough tests designed to simulate re-entry conditions so Neutron can go up and come back down—reusability is the point.

They also get strategic. Beck says the space industry’s total addressable market is largely about services from orbit, and Rocket Lab intends to be an end-to-end provider—build it, launch it, operate it—while still enabling other companies by selling critical components and systems. He explains Rocket Lab can compete for programs and still win business supplying others, because the company is diversified across a portfolio, not one single path.

Michele asks about SpaceX comparisons, lunar landers, hypersonics, and the biggest milestone to hit next. Beck says Rocket Lab leads small launch, but he views the companies as pursuing different paths, and reiterates Neutron is mission-enabling, not the only driver—there are multiple needle-movers across the organization.

Beck closes with a message to the community and a personal note: he is living his childhood dream—building the machines, not riding in them—and his goal is to build a multi-generational, super large, global space company.

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/

Chapters / Timestamps

00:00 - Welcome Peter Beck

It’s World Quantum Day on StocktwitsTV, and Michele Steele sits down with two quantum CEOs to talk about what’s happening now, not someday.

INFQ CEO Matt Kinsella starts with a headline that sounds like sci-fi: his company’s quantum hardware is on the International Space Station, with an upgrade arriving via a Northrop Grumman mission. He explains why quantum in microgravity matters, how space becomes a proving ground for real applications, and why space-based quantum sensing can unlock new measurement capabilities. Michele then pivots to defense, where Matt describes accelerating procurement interest in quantum sensing and GPS-denied navigation, plus how quantum atomic clocks can expand beyond a replacement cycle into entirely new markets as GPS vulnerability rises. He closes with the two metrics he wants investors to watch: hitting revenue guidance and advancing logical qubits.

Next, Michele speaks with Quantum Computing Inc. CEO Dr. Yuping Huang about QUBT’s focus on room-temperature, integrated quantum devices designed to reduce cost and operating overhead. He discusses “network-ready” quantum communications that can be plugged into existing fiber infrastructure, a pilot access and revenue-share model through the Chicago Quantum Corridor, and how recent acquisitions strengthen QUBT’s ability to build smaller, packaged quantum products with in-house lasers, detectors, electronics, and optical packaging. Finally, they address the urgency around security as AI tools expose vulnerabilities, and why that can accelerate adoption timelines for quantum-secured communications.

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/

Chapters

00:01 - World Quantum Day

Welcome into StocktwitsTV. Michele Steele is joined by Evan Medeiros, founder of TradeRisk and a full-time trader, to map out what’s real in this rally and what’s just noise.

Evan’s base case has been sideways, volatile, and frustrating, but he upgrades the forecast slightly after seeing semiconductors attempt new highs. He says that strength matters because chips are an influential group after a rough first quarter for tech.

From there, Evan runs through his watchlist:

Space: He thinks SpaceX IPO hype is putting a magnifying glass on the whole space complex, lifting names like Planet, Rocket Lab, and AST. Since he’s not a space specialist, he prefers broad exposure through the UFO ETF to participate in the trend while staying cautious about unprofitable single names.

Biotech: Evan says biotech has gone nowhere for years, creating pent-up energy as valuations look attractive. He highlights tailwinds like the GLP-1 wave, a patent cliff, and rising acquisition premiums, and he prefers playing the theme through XBI rather than picking single stocks.

Tesla: He calls it a “hold your nose” buy driven by timing, positioning, and washed-out sentiment. After years of flat performance and a major correction from highs, he frames Tesla as an asymmetric bet tied to autonomy and other long-term optionality, while managing risk by selling calls against the position.

Cloudflare: Evan’s favorite software name. He argues Cloudflare acts like a tollkeeper on internet traffic, and that an agentic AI future increases the value of that positioning. He views NET as a relative strength leader in software, even as the broader sector has been under pressure, and he also uses covered calls to manage the position.

He closes with one thing to watch: whether semiconductors can close the week at weekly all-time highs, which would strengthen the bull case.

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/

Chapters / Timestamps

00:03 - Evan joins StocktwitsTV