Stonkcast

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:...

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...

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 p...

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...

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 w...

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 softwar...

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 gett...

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 —...

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 t...

JP — The Agent Trades — joins Stonkcast for a wide-ranging conversation on where the market actually stands right now. We get into the Fed and what the path forward looks like from here, whether the AI trade still has room or is running on fumes, and how a two-decade swing trader is positioning for the next six months. 📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, moment...

SpaceX rallied 6% the week 911 million insider shares came unlocked—no crash in sight. The lockup everyone feared hit on August 6, freeing up to 911.5 million insider shares and more than doubling SpaceX's tradable float. Conventional wisdom said that supply should sink the stock—instead SPCX closed up 6.1%. We break down why, and why December's larger unlock is the one that matters. Then the July...

SpaceX fell 14% yesterday, and this morning the insider lockup opens. Elon Musk's SpaceX beat on revenue — $7.81 billion, up 92% year over year — and the stock dropped anyway. Capex was the problem: $18.37 billion in the quarter, $15.83 billion of it AI. Retail bought the dip regardless, making SPCX the most-bought US stock of the session. Today the first tranche of insider shares unlocks. I break...

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 📊 The Research Tool I Use: Stock Analysis — free financials, screeners, and valuations for every ticker. Get 10% off your first Pro billing cycle with code STONK. 🔗 https://stockanalysis.com/pro/?ref=brandon5b 🏷️ Discount code: STONK (10% off first billing cycle) 🎧 Listen On-th...

📅 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...

Full-time trader Kevin — "The Market Bishop" — returns to Stonkcast a year later for a no-hype conversation about how he's actually trading right now. We get into how he finds swing trade setups in this market, why he avoids ICT concepts entirely (and what he uses instead), his honest read on the AI trade, and where he sees the market heading into year-end — plus specific tickers on his watchlist...

📅 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...

📅 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...

📅 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...

📅 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...

📅 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...

📅 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...

📅 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...

📅 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...

📅 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...

📅 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...