Stonkcast

Nvidia fell after hours on a new Jensen Huang report, and his board is already investigating him. I separate what’s confirmed from what’s anonymous, and give you my verdict on Nvidia stock: sell or hold. Then CoreWeave jumps 25% on a $132.5 billion backlog while its bonds yield 15%, and Anthropic opens its IPO roadshow at a range implying $1.4 trillion, already oversubscribed. 📅 New episodes ever...

Congress wants Nvidia CEO Jensen Huang to explain a reported Chinese spy operation. I walk through what’s been reported, what’s still unconfirmed, and the three red flags that would turn this from a headline into a real problem for Nvidia stock. Then the S&P 500’s worst week since April 2025 as the AI trade breaks down, Anthropic’s IPO odds slide from 90% to 57%, and a week ahead with CPI, PPI...

Democrats swept Congress, and the Dow jumped 1,569 points, its best day since April 2025. Oil plunged more than 8% to $94.62 on hopes the Iran war winds down faster, Treasury yields fell and the VIX dropped 10%. I give you the one oil level that decides whether this rally holds. Then Apple hits an all-time high and pulls further ahead of Nvidia as investors look for megacap safety from AI spending...

Aria buys quality at a reasonable price and holds until it gets egregiously expensive or something better comes along. He also publishes every position he owns. We get into how he started in the markets, his highest-conviction names and the case for each, and what Friday’s tech selloff means for how 2026 ends. Follow Aria: YouTube: https://www.youtube.com/@QualityInvest5 X: https://x.com/QualityIn...

Intel stock fell 29% Friday, and Washington and Nvidia lost $17 billion on paper with it. Intel’s December-quarter outlook missed by more than $1 billion as AI-driven memory prices crushed PC demand, and the stock had its worst day since 1980. I give you my verdict: buy the crash or avoid it. Then the Nasdaq’s worst day since June as Alphabet and Amazon crack the AI spending story, the $6.3 billio...

Google’s revenue grew 25% to $127.6 billion, and the stock still fell 7% after hours. Alphabet beat on growth and missed on earnings: EPS $2.12 vs. $3.02 expected, and a second straight quarter of negative free cash flow at minus $9.1 billion. I break down the one number that decides whether this miss is as bad as the headline. Then Oracle jumps 12% on a promise of positive free cash flow by 2028...

Moderna’s cancer vaccine just passed its first Phase 3 trial — and the stock fell 18% the same day. Leaked melanoma data showed Moderna and Merck’s mRNA vaccine cut the risk of recurrence by 42%, and investors sold anyway. You’ll hear the one figure the selloff missed and what it means for the stock. Then oil back near its Iran-war high, and why software stocks beat chip stocks ahead of Microsoft,...

SpaceX jumped 8% after Musk targeted 13 gigawatts of AI compute — even his bulls model less. Musk wants 13 gigawatts of AI computing power by the end of 2027. JPMorgan models 10, Morgan Stanley 8.3, and next year’s spending bill could approach $278 billion. Then Intel and the Terafab chip project, where Musk hinted at a breakthrough but volume production is still two years out. You’ll get my verdi...

Trevor Heslop is a college hockey player, finance student, and founder of Summit Capital — and he's building a real name as an undervalued-stock picker. He joins Stonkcast to talk about how he got into the markets young, how he approaches finding undervalued names, and what he's watching right now. A look at how a next-generation investor actually thinks about the market. https://x.com/trevhesinve...

Elon Musk unveiled a flying Tesla Roadster and said it’s the last car Tesla will build for humans. Elon Musk revealed a rocket-powered Tesla Roadster this week, then dropped the real news: it’s the last car Tesla builds for humans as he bets the company on robots and AI. To build that future, Tesla picked Intel’s 14A chips — and I break down why Intel could be the quiet winner here, not Nvidia. Th...

Ronnie V of The Ronnie V Show explains how he trades momentum and invests for the long term. Ronnie V, the retail investor behind TheRonnieVShow, ValueSnapshot.io and High Five Collective, joins Stonkcast to talk about how he got started in the market, whether trading or investing is easier, and how he runs each one differently. Stay for the part where he shares the companies he likes right now, t...

Ryan Cohen just bought GameStop stock again, pushing GME to its highest level in over a year. Ryan Cohen bought more GameStop this week — his fifth insider buy in a month — and the stock hit a one-year high. I give you my honest call on whether this is a real signal worth following or just meme froth. Then a hot inflation report sent investors running into dividend stocks and safe-haven sectors li...

SpaceX bought low-band spectrum to turn Starlink into a nationwide carrier, and Verizon, AT&T, and T-Mobile just had their worst day in over a decade. I walk through who’s actually at risk, why the selloff may be overdone, and the one telecom name I’d buy on this dip — plus the one to avoid. Then the AI scare that hit Nvidia and Oracle before reversing overnight, what Nike is quietly hiding ab...

Elon Musk just shut down the doubts — Intel will build and run his giant Terafab chip plant. After Elon Musk hinted TSMC might take a bigger role in his massive Terafab chip project — a scare that knocked Intel down 5% — both Musk and Intel's CEO came out today and said it plainly: Intel builds and runs the fab, TSMC at most subleases a piece. With Intel up 200% this year almost entirely on Terafa...

Everyone knows Nick as the ZETA guy — today he's making the case for two names most investors have never looked at. Wealthmatica (Nick) joins Stonkcast to break down two under-the-radar stocks: Voyager Technologies (VOYG) and Keel Infrastructure (KEEL). Where the opportunity is, what the risks are, and why these belong on your watchlist. We open with how Nick got into the markets and close on the...

GameStop CEO Ryan Cohen just bought the stock a third time this month — now near an 8% stake. Ryan Cohen just put another $10.6 million into GameStop — his third buy of the month — lifting his stake near 8%, with a board director buying too. This Market Prep has my honest verdict: is the insider buying a signal to follow, or just fuel for a stock that trades on hype two-thirds below its meme-era h...

Nvidia won the AI-rules fight — the White House backed self-regulation, no curbs on the buildout. At Tuesday's White House AI lunch, Nvidia's Jensen Huang won the regulation fight: the administration came out for self-regulation and left the data-center buildout untouched, while safety hawks like Anthropic's Dario Amodei didn't get the limits they pushed for. This Midweek Check-In has my exact lev...

Meta added nearly $200 billion in a month and is closing in on a $2 trillion valuation. Meta's Muse assistant just drove its best month since 2013 — and this Market Prep asks whether the easy money's already gone. We get into the $2 trillion question and my exact level on Meta, why China's cheaper "diffusion" approach to AI puts the entire US spending trade on trial, and the Treasury-yield rout pu...

Trump called Amodei's AI warning a "hoax" and is forming an "AI Force." Trump is creating an AI Force and naming an AI czar, dismissing the safety concerns Anthropic's Dario Amodei raised last week — a call that Sam Altman and Elon Musk both backed. Also this week: Anthropic pushed its IPO back to November as it works to show strong Q3 numbers against OpenAI's new model, and there's a real case th...

Fed Chair Kevin Warsh just hiked interest rates for the first time in three years — defying Trump. Warsh delivered the Fed's first rate hike in three years, moving against pressure from Trump and setting up a fight over central bank independence heading into the midterms. Also this week: Anthropic, OpenAI, and xAI's leaders are all calling for a slowdown in AI development, and optical networking n...

Dario Amodei called for AI development to slow down, and Sam Altman agreed within hours. Then the Fed. August core CPI came in at 0.3% against 0.2% expected, and traders now put better than 85% odds on a rate hike when the FOMC decides Wednesday at 2:00 PM ET — the first move out of the 3.50%–3.75% range since December. I give you my line for Wednesday: the one thing in the statement that flips ho...

Apple just launched its first foldable iPhone — the $2,000 Duo — under brand-new CEO John Ternus. The iPhone Duo folds out to a tablet-sized screen, starts around $2,000 and tops out at $3,199 — Apple's biggest iPhone change in nearly 20 years, and the first product launched under John Ternus, who took over from Tim Cook on September 1. Apple placed that bet into an AI-driven memory chip shortage...

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 footbal...

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...

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. YouTube...