Stonkcast

SpaceX bought low-band spectrum to turn Starlink into a nationwide carrier, and Verizon, AT&T, and T-Mobile just had their worst day in over a decade. I walk through who’s actually at risk, why the selloff may be overdone, and the one telecom name I’d buy on this dip — plus the one to avoid. Then the AI scare that hit Nvidia and Oracle before reversing overnight, what Nike is quietly hiding about its China sales, and your full setup for the week ahead as bank earnings season opens with JPMorgan on Tuesday.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Elon Musk just shut down the doubts — Intel will build and run his giant Terafab chip plant.

After Elon Musk hinted TSMC might take a bigger role in his massive Terafab chip project — a scare that knocked Intel down 5% — both Musk and Intel's CEO came out today and said it plainly: Intel builds and runs the fab, TSMC at most subleases a piece. With Intel up 200% this year almost entirely on Terafab, this Midweek Check-In has my exact level on the stock: where the fab story makes it a buy, and where 200% is already too far. We also get into Webull cratering 20% after a House committee flagged its ties to China, and a driverless-trucking company almost nobody's covering that just hit 96% launch-readiness ahead of a year-end driverless debut.

📅 New episodes every Sunday 7PM ET & Wednesday 9PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353

🐦 X: http://x.com/StonkcastShow

🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all

💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Everyone knows Nick as the ZETA guy — today he's making the case for two names most investors have never looked at. Wealthmatica (Nick) joins Stonkcast to break down two under-the-radar stocks: Voyager Technologies (VOYG) and Keel Infrastructure (KEEL). Where the opportunity is, what the risks are, and why these belong on your watchlist. We open with how Nick got into the markets and close on the week ahead. https://x.com/wealthmatica https://www.youtube.com/@wealthmatica

📅 New episodes every Sunday 7PM ET & Wednesday 9PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

🎧 Podcast: https://pod.link/1791475353

🐦 X: http://x.com/StonkcastShow

🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all

💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice.

GameStop CEO Ryan Cohen just bought the stock a third time this month — now near an 8% stake.

Ryan Cohen just put another $10.6 million into GameStop — his third buy of the month — lifting his stake near 8%, with a board director buying too. This Market Prep has my honest verdict: is the insider buying a signal to follow, or just fuel for a stock that trades on hype two-thirds below its meme-era high? We also break down the bond market at 5% and the cracks forming beneath it, whether quantum computing is a real investable wave or the next bubble, and the full week ahead — ISM services, the Fed's September minutes on Wednesday, and the first earnings of the season from PepsiCo and Delta.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353

🐦 X: http://x.com/StonkcastShow

🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all

💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Nvidia won the AI-rules fight — the White House backed self-regulation, no curbs on the buildout.

At Tuesday's White House AI lunch, Nvidia's Jensen Huang won the regulation fight: the administration came out for self-regulation and left the data-center buildout untouched, while safety hawks like Anthropic's Dario Amodei didn't get the limits they pushed for. This Midweek Check-In has my exact level on Nvidia — where the win makes it a buy, and where a $230 stock has already priced it in. We also break down Micron's fresh earnings and what they signal for the AI-memory trade, SpaceX reaching orbit for the first time and how you'd actually get exposure to a private rocket company, and the setup into Friday's jobs report.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Meta added nearly $200 billion in a month and is closing in on a $2 trillion valuation.

Meta's Muse assistant just drove its best month since 2013 — and this Market Prep asks whether the easy money's already gone. We get into the $2 trillion question and my exact level on Meta, why China's cheaper "diffusion" approach to AI puts the entire US spending trade on trial, and the Treasury-yield rout pushing the 10-year above 5% into Friday's jobs report. Plus the full economic calendar for the week — every release that matters, and the one that decides everything.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Trump called Amodei's AI warning a "hoax" and is forming an "AI Force."

Trump is creating an AI Force and naming an AI czar, dismissing the safety concerns Anthropic's Dario Amodei raised last week — a call that Sam Altman and Elon Musk both backed. Also this week: Anthropic pushed its IPO back to November as it works to show strong Q3 numbers against OpenAI's new model, and there's a real case that the economy can absorb higher rates better than it looks. I break it all down, plus the three names I'm watching either way and what's on the economic calendar this week.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Fed Chair Kevin Warsh just hiked interest rates for the first time in three years — defying Trump.

Warsh delivered the Fed's first rate hike in three years, moving against pressure from Trump and setting up a fight over central bank independence heading into the midterms. Also this week: Anthropic, OpenAI, and xAI's leaders are all calling for a slowdown in AI development, and optical networking names Lumentum and Coherent posted some of today's biggest gains. I break down what it means, plus the three names I'm watching after today's optics rally.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Dario Amodei called for AI development to slow down, and Sam Altman agreed within hours.

Then the Fed. August core CPI came in at 0.3% against 0.2% expected, and traders now put better than 85% odds on a rate hike when the FOMC decides Wednesday at 2:00 PM ET — the first move out of the 3.50%–3.75% range since December. I give you my line for Wednesday: the one thing in the statement that flips how I'm positioned, and what I do if it isn't there.

Also: oil back near $100 after the Saudi pipeline attacks, the ten-year at 52-week highs, August retail sales, Lennar and FedEx earnings, and one speculative driverless-freight name — with the going-concern risk stated plainly, including the research firm's own disclosed position.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Apple just launched its first foldable iPhone — the $2,000 Duo — under brand-new CEO John Ternus.

The iPhone Duo folds out to a tablet-sized screen, starts around $2,000 and tops out at $3,199 — Apple's biggest iPhone change in nearly 20 years, and the first product launched under John Ternus, who took over from Tim Cook on September 1. Apple placed that bet into an AI-driven memory chip shortage pushing prices up across the whole lineup. That same AI boom handed Intel its best day in months — up 9% on its own server CPU price hikes and a reported $30 billion Nvidia stake. We break down the one number that actually tells you whether the foldable matters for Apple stock, then cover Intel's pricing-power story and the Anthropic safety researcher whose very public exit is the AI trade's most ignored risk.

📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.

📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b

📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886

🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast

Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.

⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.