Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.

💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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The Iran war may be approaching its end — and markets are responding in real time.

Axios reported this week that the US and Iran are close to a one-page memorandum that would declare the conflict over and open a 30-day framework to resolve nuclear demands, unfreeze Iranian assets, and establish new Strait of Hormuz security arrangements. Trump paused "Project Freedom" — the military escort operation — citing "great progress," while simultaneously threatening renewed strikes at "a much higher level" if Iran doesn't sign. Iran is still reviewing the latest proposal through Pakistani intermediaries. Oil plunged on the news, while chip stocks and growth names ripped to record highs. We break down what a deal actually means for every sector in your portfolio, what the remaining sticking points are, and how to position in both a deal and no-deal scenario.

On the earnings front, AMD just delivered one of the strongest semiconductor reports in recent history — $10.25 billion in revenue, up 38% year-over-year, with Data Center revenue surging 57% to $5.8 billion. Q2 guidance of $11.2 billion blew past the $10.5 billion consensus. CEO Lisa Su called AI demand "sky high." The stock hit all-time highs. We break down every number and what it means for the broader chip trade.

We close with the remainder of the week: Disney reported this morning under new CEO Josh D'Amaro, McDonald's reports tomorrow as a consumer health check, and Friday's jobs report is the first major labor market read of the Warsh era at the Fed. We lay out what each number means for rate expectations heading into June.

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

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.

💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

Six major stories heading into this week — this is the market prep episode you need.

The Iran ceasefire is still holding, but the IRGC just set a 30-day deadline for the US to end its naval blockade — warning Trump to "choose between an impossible military operation or a bad deal." Trump says he'll review Iran's latest 14-point proposal but doesn't think he can make a deal, and separately floated the possibility of resuming strikes. Oil remains above $100 per barrel and there's no clear path to Hormuz normalization.

Spirit Airlines shut down early Saturday morning after a $500 million federal bailout collapsed at the finish line. The Trump administration's proposed deal would have handed the government a 90% equity stake, but bondholders couldn't agree on terms and disagreements within the administration sealed the airline's fate. We cover what this means for the budget travel landscape and whether surviving carriers catch a competitive tailwind.

Ryan Cohen and GameStop just made one of the bolder moves in recent Wall Street memory — quietly building a stake in eBay and preparing a formal takeover bid. GameStop is valued around $12 billion. eBay sits near $46 billion. With $9 billion in cash on hand and a compensation package that requires taking GME to a $100 billion market cap, Cohen is swinging big. We break down whether this makes strategic sense and how to trade both tickers.

Bed Bath & Beyond delivered its first meaningful revenue growth in 19 consecutive quarters — Q1 net revenue up 6.9% to $247.7 million, with losses narrowing and margins improving. The stock surged over 24% after hours. We weigh the real turnaround case against the risks of a company still losing money while integrating multiple acquisitions.

Then we close with your full earnings and economic calendar preview: Palantir reports tonight with EPS expected to more than double year-over-year. AMD and Disney follow mid-week, with Disney reporting its first quarter under new CEO Josh D'Amaro. McDonald's gives us a consumer health check Thursday. And Friday's jobs report will be the first major labor market read in the Warsh era at the Fed.

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

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.

💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

This is the midweek episode you can't skip.

Jerome Powell delivered what is likely his final press conference as Federal Reserve Chair — and the meeting behind it was anything but routine. The FOMC voted 8-4 to hold rates at 3.5%–3.75%, the most divided decision since 1992. Three dissenters pushed back specifically against easing-bias language in the statement, signaling they don't want rate cuts on the table. Powell announced he'll stay on as a Board Governor, keeping his seat from opening up even as Kevin Warsh prepares to take the chair. We break down what a fractured Fed means for investors under new leadership.

Then we cover what's driving markets right now: Brent crude hit $115 per barrel Wednesday with the Strait of Hormuz still effectively sealed. National gas prices crossed $4.23 — a four-year high. Goldman Sachs now warns oil could reach $150 per barrel if flows don't resume by end of June, and even a deal tomorrow would take months to normalize supply. We explain why this isn't just an energy trade — it's an inflation story that directly complicates the Fed's path.

On the brighter side: Alphabet delivered one of the most impressive earnings reports in Big Tech history. Revenue hit $109.9 billion, up 22% year-over-year, with EPS of $5.11 nearly doubling the Wall Street consensus of $2.63. Google Cloud surged 63% year-over-year to $20 billion. We break down why Alphabet is the clear standout of Mag 7 earnings week and what it means for the AI spending thesis.

We close with a macro triple-header: the Q1 GDP Advance Estimate, March PCE inflation data, and the Employment Cost Index all drop simultaneously at 8:30 AM ET. The Atlanta Fed's GDPNow tracker sits at 1.2% — well below the 2–3% range most traders are hoping for. If GDP disappoints and PCE re-accelerates, you get the stagflation signal markets have been dreading. We break down every scenario and how to position heading into the weekend.

Apple also reports tonight. Consensus is $1.92 EPS on $109.45 billion in revenue — but the real story is the Tim Cook-to-Ternus CEO transition. Every word on that call will be scrutinized.

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

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.

💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

The most loaded week of 2026 starts Monday — and this episode is your full prep.

Iran ceasefire talks collapsed in Pakistan over the weekend. Trump canceled the Witkoff/Kushner trip after Iran's foreign minister left Islamabad without a deal, though Tehran quickly sent a new proposal that Trump called "much better." The Strait of Hormuz blockade remains in place, and oil volatility is far from over.

On the Fed front, Senator Thom Tillis dropped his blockade of Kevin Warsh's nomination after the DOJ ended its criminal probe of Jerome Powell. Warsh is now on track to be confirmed before Powell's May 15 term expiration. He's called for "regime change" at the Fed — we break down what that phrase actually means for interest rates and markets.

We also dig into Intel's staggering 2026 comeback. CEO Lip-Bu Tan has the stock up over 100% year-to-date by repositioning the company as the CPU backbone of the AI era, rebuilding its foundry business, and landing a chip partnership with Tesla's TeraFab AI project. We weigh whether the story has fundamental backing or if the stock is running ahead of reality.

Then we close with a full breakdown of the week ahead — one of the most critical stretches of the entire year. Alphabet, Meta, Microsoft, and Amazon all report Wednesday, the same day as the FOMC rate decision. Apple and the first Q1 GDP estimate follow Thursday. GM and Visa report Tuesday. We lay out the key numbers to watch and how to think about positioning heading in.

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

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.

💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

This midweek check-in covers five major market-moving stories all hitting at once.

An active US-Iran war has a ceasefire set to expire today — talks in Islamabad fell apart after 21 hours, the US has blockaded the Strait of Hormuz, and Trump has warned that if there's no deal, conflict resumes. We break down what this geopolitical pressure means for oil prices, energy stocks, and overall risk sentiment.

Then we scan the major indices — SPX, QQQ, IWM, VIX, and Bitcoin — for mid-week positioning ahead of one of the biggest earnings slates of the year.

Cannabis stocks just had a monster session after the Trump DOJ pushed forward with reclassifying marijuana from Schedule I to Schedule III. Tilray, Canopy Growth, Aurora, and the MSOS ETF all surged 12–25%. We discuss what the reclassification actually means for these companies' fundamentals and whether the pop has real follow-through.

Tesla reported Q1 2026 earnings after the bell — beating EPS estimates with $0.41 adjusted versus a $0.37 consensus, and posting its strongest gross margins in several quarters at 21.1%. We analyze whether this signals a real turn for the company or a favorable comparison effect.

We close with a look at the economic calendar and the upcoming earnings reports from Alphabet, Meta, Microsoft, and Apple — and how to position heading into the back half of the week.

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

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.

💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

Stocks are hitting new all-time highs as Iran regains control of the Strait of Hormuz and optimism builds around a potential deal.

In this episode:

• Latest Iran update and market implications
• SPX, QQQ, IWM, VIX, and Bitcoin breakdown
• Why this rally may still have room to run
• What’s driving HIMS stock higher
• Key economic data and earnings to watch

Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.

💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

The S&P 500 just hit a new all-time high — even as U.S.-Iran tensions escalate and a naval blockade tightens around the Strait of Hormuz.

In this episode:

• Latest Iran war update and “slow squeeze” strategy
• How the U.S. Navy is controlling the Strait of Hormuz
• SPX, QQQ, IWM, VIX, and Bitcoin breakdown
• What the S&P 500 breakout really means
• Fed nominee Kevin Warsh’s financial disclosures
• Key economic data and earnings to watch

Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.

💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

U.S.-Iran talks just collapsed — and now the U.S. is preparing to blockade the Strait of Hormuz.

Markets are heading into a critical week with rising oil risk, earnings season beginning, and inflation data on deck.

In this episode:

• Iran talks breakdown and blockade implications
• SPX, QQQ, IWM, VIX, and Bitcoin analysis
• Why April’s rally is about to face its first real test
• Sandisk stock surge and what it signals
• Key economic data and earnings to watch

Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.

💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

The U.S. and Iran just agreed to a 2-week ceasefire — sending stocks higher and oil sharply lower.

But is this rally real… or a trap?

In this episode:

• Iran ceasefire explained
• SPX, QQQ, IWM, VIX, and Bitcoin breakdown
• Why traders may be getting ahead of themselves
• The real macro risk heading into CPI
• Fed outlook and rate cut expectations
• Key economic data and earnings to watch this week

Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.

💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast

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

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

🐦 Follow on X: 🔗 http://x.com/StonkcastShow

🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353

Trump’s Iran deadline, elevated oil, resilient indexes, and Bitcoin’s growing role as a real-time market signal are all on the table this week. Brandon breaks down the latest war update, reviews SPX, QQQ, IWM, VIX, and BTC, explains why stocks haven’t cracked despite the oil surge, and previews the key economic data and earnings reports that could move markets next.

Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.