Stonkcast

Everyone's calling the AI buildout a bubble. Steven Fiorillo went through the bear case number by number — and joins Stonkcast to make the other side. We get into the AI trade: is the demand real or is it two customers spending venture money? Steven brings the data, I ask the questions— including where the bears have a fair point. Then rates and the Fed with the 10-year near 4.8%, and some football to close out opening weekend. Steven Fiorillo is a top-25 TipRanks analyst and co-hosts Basis Point.

https://x.com/stevenfiorillo

https://www.youtube.com/@stevenfiorillo1

📅 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.

The Pelosi household bought Bloom Energy in July, and on Friday the S&P 500 added it.

That purchase sat in the same filing as the Intel buy I covered last week — and Intel is a Bloom data center customer. One thesis, expressed twice. The argument runs like this: everyone spent 2026 calling AI a chip trade, but data centers are waiting years for grid connections, and Bloom's fuel cells deliver on-site power without the wait. Second-quarter revenue hit a record $1.07 billion, up 166 percent, with agreements signed with Oracle, Brookfield and AEP. I'd be a buyer, and I give you the price I'd actually pay. Also: who else joined and dropped out of the index, the 337 times earnings multiple and the short report against it, Trump's ultimatum to the Fed, and Uber's robotaxi launch in London.

📅 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.

GoPro just posted its best week ever — the camera maker is merging into an AI and defense play.

The stock jumped 105% in five days after GoPro agreed to merge with Starman Optical, a U.S. optical-transceiver maker tied to AI infrastructure. Shareholders get $285 million in cash — about $1.14 a share — plus roughly 10% of the combined company, and the deal clears around $92 million in debt. YouTuber Markiplier's 8.5% stake helped set it off. We run the real math on what those shares are actually worth once the deal closes, then get into the bond market's warning to the bull rally, PwC's $31.6 trillion AI-buildout forecast, and the jobs data Thursday and Friday that could move all of it.

📅 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.

Sam Badawi joins Stonkcast to break down how he actually evaluates a company — fundamentals first, technicals for timing. Most investors open a 10-K and drown. Sam walks through where he actually begins, what matters and what to ignore, and how he layers the charts on top to time it. Then where he sees the market heading into year-end.

Sam hosts The Solid Report and runs Stock Talk Insider.

https://x.com/Sam_Badawi

https://www.youtube.com/@Sam_Badawi

📅 New episodes every Sunday & Wednesday — 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.

Nancy Pelosi disclosed a major Intel buy: 10,000 shares and 50 long-dated call options.

She bought after Intel already ran 150% this year, with calls that run to 2027. The quarter was strong — revenue up 25%, margins nearly doubled — but the stock's at 87x forward earnings with a Wall Street "Hold." I walk through exactly what she bought, give you my verdict on whether to follow her into Intel and the price level I'm watching, then test the whole trade against Fed Chair Kevin Warsh's hawkish Jackson Hole speech and the sharp jump in September rate-hike odds. Plus Nvidia's blockbuster quarter and the margin number that's the real story.

📅 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.

Nvidia's CFO guided 70% growth and called it supply-constrained — the stock jumped 4% in seconds.

Nvidia dipped on the print, then ripped the moment CFO Colette Kress spoke on the call: ~70% revenue growth guided for fiscal 2028, nearly double the Street, with demand running past even that. Brandon unpacks why "supply-constrained" is the most bullish phrase in tech, whether the 4% pop is real or priced to perfection, and the one Mag 7 name he'd buy before Nvidia here — why Meta just cleared a ~$16.7B legal overhang, and why July's inflation print keeps the Fed boxed in. Plus the data and earnings that move markets through Friday.

📅 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.

Kyle traded at SMB Capital, one of the best-known prop firms in the country, and joins Stonkcast to break down how he actually did it.

We get into how he got into the markets, what it was really like inside a professional prop firm, and the risk management most retail traders never learn. Then his approach today, how he's using AI in his process, and where he sees markets heading through the rest of 2026.

Disclosure: Kyle runs the affiliate program for Stock Analysis, a tool I use and am part of.

📅 New episodes every Thursday 6AM 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

🎧 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 reports Wednesday, and it's fallen after earnings four straight quarters even after beating.

Nvidia's fiscal Q2 is the biggest event of the week, and it hits Wednesday alongside the July PCE inflation report and the second estimate of Q2 GDP. The Street is looking for about $92 billion in revenue and a gross margin near 75% — but after four straight post-earnings selloffs, the question is whether a beat even matters anymore.

I walk through the numbers that count, the Blackwell-to-Rubin transition, and the China H200 situation, then lay out exactly how I'd trade the setup — my levels and the two other names on my list this week, including the one I'm buying. Plus Jackson Hole, Fed Chair Warsh on Friday, and Canada's new 50% tariffs.

📅 New episodes every Thursday 6AM 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.

Moderna soared 177% after its cancer vaccine with Merck cleared a Phase 3 trial.

Merck and Moderna's personalized mRNA vaccine met its primary endpoint in the Phase 3 INTerpath-001 melanoma trial — 1,137 patients, randomized, first positive Phase 3 for any individualized neoantigen therapy. MRNA closed up 177%, MRK up 12.6%, and short sellers lost roughly $4.8 billion.

We also get into the software trade finding a floor: Silver Lake's reported $51B takeover talks at Workday have the street rethinking Figma, GitLab and the entire AI-disruption discount.

Then the bond market. Treasury doubled its buyback size to $4B per operation, pulling the 30-year off 5.28% — right before July's Fed minutes revealed three officials voted to raise rates.

We close with the calendar and earnings still ahead this week.

📅 New episodes every Thursday 6AM 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.

The federal government owns 9.9% of Intel — and stakes in 29 other companies.

Will Russell served as Special Assistant to the President and Deputy Director of Presidential Advance, briefing President Trump daily and running every leg of his travel. He joins Stonkcast to explain what Washington's $26.7 billion equity portfolio actually is, how a company gets selected, and whether taxpayers are getting a good deal.

We cover the Intel stake, the rare earth positions, US Steel's golden share, and the proposal to extend the same model to frontier AI companies — then the harder question of how much say government should have in AI and quantum.

📅 New episodes every Thursday 6AM 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.