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Just the Tips (by the Stock Jocks)
The Stock Jocks
27 episodes
2 months ago
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.
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Investing
Business
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All content for Just the Tips (by the Stock Jocks) is the property of The Stock Jocks and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/b4/95/9c/b4959cc4-2a1d-e1dc-29eb-33e24d41c83d/mza_12499385317078096767.jpg/600x600bb.jpg
Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG
Just the Tips (by the Stock Jocks)
32 minutes
8 months ago
Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG
Send us a text In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($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 ...
Just the Tips (by the Stock Jocks)
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.