Send us a text Recorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.

Send us a text Recorded 8/17/2025. The Stock Jocks build the bull/bear case on potential “hidden gem” and energy/AI infrastructure play Willdan Group. News: Inflation/rate cuts, $CRWV earnings, $CRCL, $BLSH IPO.

Send us a text Recorded 8/3/2025. The Stock Jocks give the bull/bear treatment to Internet-of-Things (IOT) and fleet telematics specialist Samsara ($IOT). The Jocks also give their always spicey takes on the news, including $MSFT/$GOOG earnings, the AI space ($META, $NVDA), the Figma ($FIG) IPO, and why Jensen Huang is the Sidney Sweeny of tech.

Send us a text Recorded 7/13/2025. The Stock Jocks give the bull/bear treatment to stablecoin specialist Circle, a high-flying recent IPO. Spoiler: the Jocks all ultimately agree on this one. As usual, The Jocks give updated thoughts on tariffs, inflation, and the arms race in the AI space ($NBIS, $META, $NVDA, $AMD, $GOOG).

Send us a text Recorded 6/30/2025. The Stock Jocks give the bull/bear treatment to “neocloud” and AI-infrastructure specialist Nebius, perhaps the fastest-growing public tech company in history. As usual, The Jocks also reflect on recent market developments (the conflict in Iran, inflation, tariffs, deportations, etc.)

Send us a text The Stock Jocks look back on the stocks featured in recent episodes ($COIN, $CRWV, $DOCU, $PLTR, $DDOG, $APP, $PATH, $META, $TWLO, $CRWD ). To the shock of all, Gordon AGAIN takes the Just the Tips stock-picking crown (relative long performance: 34% vs. S&P) based on his prescient insight on $CRWD and $META.

Send us a text Recorded 5/26/2025. The Stock Jocks debate whether Uber continues to have abundant growth opportunities, or if autonomous vehicles present an existential threat. The Jocks also reflect on the Q1 earnings season, AI ($NVDA, $SMCI, $CRWV, $NBIS), tariffs and the stock market outlook.

Send us a text The Stock Jocks kick off Episode 20 (recorded 5/4/2025) with a little “locker room talk” on whether they’re buyers or sellers of the recent stock market recovery after the post “Liberation Day” sell-off. This episode’s bull/bear discussion focuses on cryptocurrency specialist Coinbase ($COIN), with Bruce as Bull and Gordon as Bear.

Send us a text The Stock Jocks provide the bull/bear takes on recent IPO Coreweave ($CRWV). Gordon plays the role of Bull, pitching that fears about AI “poster child” Coreweave’s sustainable competitive advantage are unfounded. In contrast, George presents the Bear case that Coreweave will inevitably be “boxed out” by other cloud players. In the news, we riff on the recent (and massive) tariff-driven market dip and whether investors should buy or sell it.

Send us a text The Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM) business can be a “second act” that re-accelerates revenue growth into the teens, while Bruce plays the “negative Nancy” and presents the Bear case. In the news, we hit tariffs and DOGE, the Wiz acquisition and regulatory environment for M&A, $CRWV and the IPO market, $PATH and $RBRK earni...

Send us a text In Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir ($PLTR). As we go to publication, Palantir is falling on budget cuts at the Pentagon! Some timely (and timeless!) stuff found herein - as always, lovingly packaged in adults-only (yet childish) bravado and buffoonery. In the news, we discuss the long-term implications of DeepSeek, closed vs. open ...

Send us a text In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($SMCI), Twilio ($TWLO), Shopify ($SHOP), AppLovin ($APP) and Datadog ($DDOG). We address key questions such as: Is $SMCI still the psychotic ex-girlfriend, or has she changed? Should we let her move back into our hearts and our portfolio? (Gordon insists this metaphor has nothing to ...

Send us a textIn Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerating new customer acquisition.

Send us a textIn Episode 14 (recorded December 29, 2024), The Stock Jocks give their bull/bear treatment to high-flying mobile marketing specialist AppLovin ($APP). Gordo hosts, George, as El Toro, argues $APP can leverage AI to meet already high Street expectations, while Bruce channels El Oso and picks apart $APP’s valuation. In the news segment, the Jocks touch on the changing interest rate and inflation outlook and the H1B visa policy debate.

Send us a textIn lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the Jocks touch on Rubrik ($RBRK), SentinalOne $S (and in turn CrowdStrike ($CRWD)), the ServiceTitan $TTAN IPO, and $SMCI.

Send us a textIn Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the virtues of “Fonzi Zuck”, George takes the role of “negative nancy” (Bear), and Bruce hosts. In the news segment, the Jocks discuss the market implications of the Trump victory and also revisit the never-boring $SMCI.

Send us a textThe Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first Just the Tips stock-picking crown based on his prescient insight that $SMCI is trash.

Send us a textThe Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and Bruce playing the bear. In our news segment, we hit a number of topics, including the implications of the coming election, ASML's premature (and disappointing) earnings release, and the set up into Q3 earnings. $ASML, $TSMC, $INTC, $TSLA, $SMCI, $NVDA

Send us a textIn Episode 9 (recorded September 12, 2024), the Stock Jocks give their bull/bear treatment to security powerhouse Crowdstrike ($CRWD), purveyor of the Falcon platform (hence the episode title, “Flipping the Bird”. So clever and on-brand!) We begin with a heartfelt apology from Gordon on behalf of the team for the month-long delay in the editing room; technical issues nearly killed this gem of an episode but we managed to salvage it through many hours of tedious effort. Gordon ho...

Send us a textIn Episode 8 (recorded August 11, 2024), the Stock Jocks give their bull/bear treatment power semiconductor specialist Onsemi ($ON). Bull Gordon gets into a virtual “sword fight” with co-host George, who puts on his bear suit (very much unlike the one he dons in his basement on the weekends.) We of course also recap $SMCI earnings and implications for $NVDA. George would like us to advise listeners that this episode has some particularly “naughty” comments and is hopeful t...