Episode 3 is live — and we’re ripping through three names with very different vibes.

First up: Amazon. Everybody knows the marketplace and AWS… but Brad’s flagging two segments that could get way more attention in the coming years: Zoox (autonomous taxi) and Kuiper (satellite internet). Then we hit why the stock’s been sluggish, what’s actually holding it back, and why the valuation conversation gets interesting when you look at EBIT.

Next: Lemonade. Joey uses it for homeowner’s insurance, and we get into what the company actually does, why the “AI-native” buzzwords might be legit here, and the insurance metrics that matter (yes, the acronyms are annoying).

And then Joey tries to do what he promised: pitch a stock from his universe that Brad should add to his coverage… Reddit. We talk web traffic, ad targeting, ARPU growth, the LLM licensing angle, and the bear case risks you’d actually want to think about.

Drop a comment with what ticker you want on the next episode — and if you want Brad to deep dive Reddit, you know what to do.

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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Chapter Timestamps

00:04 - Welcome to Episode 3 + what we’re covering

Oil just ripped from about 79 a barrel a week ago to nearly 120 at the peak, and Michele Steele sits down with Hardika Singh, economic strategist at Fundstrat, to explain what is happening and why investors should care.

Hardika walks through the sequence of shocks investors have faced this year and why oil is the third major surprise. They focus on the Strait of Hormuz, where about 20 percent of the world’s oil passes through, and why the US is more insulated thanks to shale and exports, but still exposed through the cost of imported goods if Asian producers face higher energy prices.

They also break down the inflation and Fed problem. If oil remains elevated, inflation can re accelerate, which makes it harder to argue for rate cuts, especially if leadership pressure pushes in the opposite direction. Hardika adds historical context, saying geopolitical events often hit markets in the short term but tend to fade over the long term, and that buy the invasion sell the rumor has worked in most past conflicts. The catch here is that a prolonged disruption through Hormuz would be a true black swan, and that is when prior records can get tested.

Finally, they discuss what Wall Street understands that Main Street often misses: pump prices usually lag futures, but the move can still show up as meaningful increases at the pump. Hardika shares the single number she is watching to gauge whether this gets better or much worse: the prior Brent record near 147.

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 - Oil spikes from 79 to nearly 120

The recent surge in crude oil prices, jumping from $79 to nearly $120 a barrel in just one week, highlights significant volatility in commodity markets. This drastic increase, largely influenced by the ongoing iran war in the middle east, raises concerns about a potential supply shock. Experts are warning that these higher gas prices could reignite inflation and complicate future interest rate decisions.

Welcome back to StocktwitsTV on the road. Host Michele Steele is joined by Michael Parekh, ex Goldman and author of the I Return to Zero Substack, to break down Nvidia earnings as the numbers hit.

Nvidia delivered a massive quarter with revenue coming in at $68 billion and record data center revenue of $62 billion. The market immediately shifted to the April quarter guide, where Nvidia forecast Q1 revenue of $76.4 to $79.5 billion, beating expectations by several billion dollars. Michael’s takeaway is simple: the AI infrastructure ramp is not slowing, it is compounding, cutting through a wall of worry around bubbles, demand, and the broader AI narrative.

They dig into what is actually constrained in this cycle. Michael says the entire AI data center stack is in short supply for the next year or two, from GPUs to memory chips, and he flags power as another critical input the tech industry does not fully control. Michele asks about gross margins, which came in at 75 percent, and Michael explains why Nvidia, like Apple, sits at the front of the line at Taiwan Semiconductor, giving it more flexibility than competitors, even as demand remains broad enough that multiple players can benefit.

Finally, they discuss how this beat could impact the broader sector. Michael expects sentiment to stay volatile but rejects the idea of a software apocalypse, aligning with Jensen that the selloff logic is wrong. He highlights Jensen’s message that computing demand is growing exponentially and that the agentic AI inflection has arrived, pointing to real traction in tools like Claude Code and newer open agent frameworks that expand what chips can enable across industries.

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 and Timestamps

00:00 Intro

We’re 24 hours out from Nvidia Q4 earnings, and Michele Steele sits down with Shay Boloor to break down what really matters for the AI bellwether.

Shay calls it the Super Bowl of earnings and makes the case that Nvidia is the foundation for the entire AI cycle, no matter where the narrative swings. Then he gets specific on what could move the stock from a six-month range: China and H20 chip commentary, Blackwell timing and “pause” fears that may be normal upgrade behavior, and why the market still isn’t fully pricing the long-term China opportunity.

They also dig into what’s next for Nvidia beyond the obvious: inference as the bigger opportunity over time, the opening for second-source suppliers as hyperscalers look to reduce the Nvidia tax, and why physical AI and robotics could expand the addressable market as AI moves from the cloud into factories and real-world systems. Finally, Shay explains where money could flow after Nvidia reports, why memory and Micron may matter more than the market expects, and why he’s watching Microsoft’s next CapEx signals as an even bigger catalyst for the AI complex.

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 - Super Bowl of earnings: Nvidia is “the foundation”

Three, two, one — welcome back to Talkin’ Tickers, Episode 2. Joey Rockets here with Brad Freeman, aka StockMarketNerd, and we’re diving into four of the most popular retail names through the only lens that matters when the market’s playing whack-a-mole: fundamentals.

We kick it off with Meta — the “half the planet is basically logged in” company — and talk the real debate: the CapEx monster, whether the AI spend is translating into monetization and engagement, and why Meta can still snap its fingers and become a free cash flow printer if it ever has to.

Then it’s Palantir… and yeah… the company’s a monster, the numbers are a masterpiece, and the valuation is absolutely unhinged — so we get into what has to go right from here, why “valuation-only” bear cases can get you sent to the shadow realm, and why being bullish on the company can still mean being neutral on the stock.

After that, we cool the brain down with something simple: Nike. Inventory cleanup, discounting scars, wholesale partner relationships, and why this might be a “green shoots first, chase later” setup if the turnaround keeps stacking proof.

We wrap with Lululemon — the former disruptor that’s feeling disrupted — and talk mindshare, product execution, competition (yes, Vuori and Alo), what it would actually take to re-earn a premium multiple, and why new leadership talk is not enough without receipts.

Drop a comment with what you want us to cover next — and if you’re still enjoying this software sell-off… please teach us your ways.

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/

Chapter Timestamps (formatted per your preference)

00:00 - Intro: Episode 2 setup + the “software sell-off” pain

Opendoor just delivered a monster Q4 beat — and retail investors lit up the Stocktwits stream as the stock ripped pre-market. In this must-watch interview, Opendoor CEO Kaz Nejatian breaks down what actually changed inside the business, why Q1 revenue can drop even as the company gets structurally healthier, and the single metric he says investors should model: contribution margin per cohort.å

Kaz explains Opendoor’s cohort-based business model (buy homes, renovate, resell), why most Q4 sales came from inventory acquired before he arrived, and how a massive acceleration in acquisitions takes time to flow into revenue. He also shares surprising details on how AI is transforming execution speed at the company — including a mind-blowing stat on how much code was produced in eight weeks — plus commentary on profitability targets, inventory strategy (1P/2P/3P mix), the mortgage product going live in beta, and why he prefers direct communication over traditional press releases.

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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/

The SaaSpocalypse isn’t just a selloff — it’s a full repricing of traditional SaaS as agentic AI changes how software gets bought. Michele Steele sits down with Shay Boloor to break down the “seat to stack” rotation: money isn’t necessarily leaving tech… it’s shifting from seat-based apps (think per-employee pricing) to the layers of the agentic AI stack where incremental value is accruing.

They explain why legacy SaaS may survive but gets treated as the “legacy layer,” while the market starts paying up for orchestration, security/identity, connectivity, and data plumbing. Using a clear “legacy layer test,” Shay walks through why some companies are getting punished, why Palantir is being treated differently than seat-based software, and what names he likes across the stack — including CrowdStrike and Rubrik in security, Cloudflare as a connectivity control layer, and what Snowflake and MongoDB need to prove in the data layer.

Chapters / Timestamps

00:00 - Intro: Shay on the road (NYC)

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/

Welcome to episode one of Talkin’ Tickers — a fundamentals-first deep dive into some of the most popular retail names. Joey Solitro sits down with Brad Freeman (StockMarketNerd) to break down five heavily-followed stocks: PayPal, Shopify, SoFi, DraftKings, and Alphabet (Google).

They get blunt on what’s gone wrong at PayPal (and why cheap valuation alone doesn’t fix a broken growth engine), why Shopify keeps earning a premium (durable growth + commerce infrastructure positioning), how SoFi blends bank economics with fintech cost advantages, why DraftKings’ volume trends and management credibility matter more than headline revenue, and what changed with Google.

This is a fundamentals conversation — focused on business models, growth durability, management execution, and what the market is (and isn’t) pricing in.

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:

January’s jobs report looked solid on the surface but the big story is the massive revision to 2025 job creation, which sparked debate over how reliable the labor data really is. With CME FedWatch odds shifting toward rates holding steady in June, we break down which sectors could get pressured if rate cuts get delayed (real estate, homebuilders, REITs, smaller companies that rely on debt, and even consumer discretionary names like Amazon — plus Tesla as yields stay elevated).

Then we pivot to the other major theme: AI and the market’s rotation from software into hardware. Marc Andreessen frames the debate — are chips and energy where the value is, and does software get commoditized? We talk through why Micron is reportedly sold out of chips through 2026, while software names like Salesforce and HubSpot have been getting hit and why some investors may be turning impatient only three years into what could be a 30-year AI cycle.

We also cover Shopify’s record Q4 revenue ($3.67B, up 31%) and a $2B buyback, yet the stock still dropped as investors focused on margin pressure and AI investment costs. Finally, we tie it together with a simple takeaway: in high-rate uncertainty, investors tend to prefer “tangible” returns and that’s why AI hardware can trade like a perceived store of value versus software that still needs proof points.

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The S&P keeps hitting fresh highs while the Nasdaq spins its wheels — and that divergence is sending a message about tech leadership in 2026. Shay Boloor breaks down why the “buy anything tech” playbook is getting stress-tested, why software multiples are in a platform transition, and how the AI theme is shifting toward “winner take all.”

They also dig into: Palantir’s setup and why it may be in a different category than typical app software, whether state-level data center pauses matter for Nvidia and semis (or if demand just reroutes), a full bull case on Jumia after a volatile earnings reaction, a blunt critique of Michael Saylor’s Bitcoin strategy and how traders view Strategy as leverage, the “Musk economy” narrative around Tesla, and why Google issuing a 100-year bond is more confidence than stress — plus what it signals about AI infrastructure becoming long-duration buildout.

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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/

00:00 Seahawks bet + Super Bowl banter