Stonkcast | Podcast in RSS.com

Stonkcast

di Brandon Schaar

Imprenditoria Investimenti

Stagione 2

GoPro's Best Week Ever: The $285M Deal | The Real Math

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 on Reading a Company (Fundamentals + Charts)

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 Bought Intel | My Verdict | Market Prep Sunday

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 Two Sentences Fixed the Stock in Seconds

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.

Former SMB Prop Trader on How He Actually Traded

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 — It Falls After Every Beat | How I'd Trade It

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 Soars 177% on Cancer Vaccine Win | Fed Minutes Hint at a HIKE | Market Midweek Check-In

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.

Trump Took 10% of Intel: Former White House Aide on Who Gets Picked | AI Next

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.

Stonkcast Interview with Tom (Crashout Capital)

Tom from Crashout Capital joins Stonkcast to talk through the market as it actually sits right now. We get into the AI trade's second wind — what's driving it and whether this leg is different from the last one — plus the Fed setup heading into the fall and what a cut or a hold does to positioning from here. https://x.com/CapitalCrashout 📅 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=br... 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/... 💸 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 Huang Lines Up $500B for AI Debt | Anthropic's Record IPO, Fed Minutes, Walmart

Nvidia just lined up $500 billion in Wall Street financing to fuel the AI chip boom. Jensen Huang unveiled a plan to marshal $500 billion in debt — backed by Goldman, Blackstone, Apollo, KKR, BlackRock and Brookfield — so AI customers like Anthropic and OpenAI can keep buying Nvidia chips, with Nvidia itself backstopping up to a quarter of the deals. We lay out both readings: a powerful flywheel that locks in demand, or circular financing that inflates an AI bubble. That connects directly to Anthropic's looming IPO, which could be one of the largest ever — reportedly valued off a projected $190 to $200 billion in 2028 revenue, roughly four times its current run rate. When a company is priced on numbers years into the future, we walk through what actually has to go right. Then the reality checks: Wednesday's Fed minutes, with rates at multiyear highs and the market unsure whether the next move is a cut or a hike, and Thursday's Walmart results — the clearest read yet on whether the real consumer can support record-high stocks. 📅 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 📈 Charts — $15 off TradingView: 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.

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