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Two Guys, One Ticker episodes
- Definium Therapeutics (DFTX): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Definium Therapeutics stock ahead of its Q3 earnings on Monday, November 9, its three positive Phase 3 readouts for DT120, the FDA pre-NDA meeting, and what to listen for on the call, plus what to watch next.
14 min - Broadcom (AVGO): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Broadcom stock, down 41 percent from its all-time high, the November 5 AI trade bloodbath, the AI financing and data center politics behind it, and the December 9 earnings test, plus what to watch next.
14 min - Navitas Semiconductor (NVTS): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Navitas Semiconductor stock after its Q3 earnings, its first year-over-year revenue growth since 2024, its pivot to high-power AI data center and grid infrastructure, and its Q4 guide, plus what to watch next.
11 min - Advanced Micro Devices (AMD): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for AMD stock after its record Q3 earnings, the $17 billion Q4 guide, the over 80 percent 2027 growth framework, and analyst price targets, plus what to watch next.
15 min - Enphase Energy (ENPH): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Enphase Energy stock, its rough Q3 earnings, its AI data center power demo, and the CEO's November 2 share purchase, plus what to watch next.
13 min - Big Tech Earnings Breakdown: Alphabet, Amazon, Microsoft, and NVIDIA
Preston Hayes and Logan Pierce break down Big Tech earnings: Alphabet, Amazon, Microsoft, and NVIDIA, what the market loved, what it hated, and what actually matters long term.
10 min - SharkNinja (SN): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for SharkNinja stock before its November 4 earnings, plus what to watch next.
11 min - Rivian (RIVN): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Rivian stock, plus what to watch next.
11 min - Hims & Hers (HIMS): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Hims & Hers stock, plus what to watch next.
10 min - ERock (EROC): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for ERock stock, plus what to watch next.
10 min
About Two Guys, One Ticker
From the publisher's feed
Two guys, one ticker at a time. Preston Hayes and Logan Pierce break down the base case, the bear case, and the bull case for the stocks worth talking about.