Welcome back to Retail Edge. I’m Michele Steele, joined by Stocktwits’ Tom Bruni. It’s a weird week—short trading week, earnings season chaos, and the market flipping the script: dollar up, commodities up, stocks up, and last week’s sold AI trades getting bought.
What we cover in this episode:
Top 6 trending on Stocktwits (in 60 seconds):
Immunity Bio: EU authorization expands reach to 33 countries
Trump Media (DJT): trading near record lows after earnings weakness
Quince Therapeutics: failed Phase 3, stock down big
SRX Health Solutions: digital asset treasury pivot + reverse-merger speculation
Tesla: flirting with the key $400 level
Nvidia: multi-year partnership with Meta + analyst upgrades on CapEx tailwinds
Most newly followed: Fastly — why the “edge cloud” name surged 80% on earnings (EPS beat, revenue +23% YoY, record gross margins, free cash flow turns positive).
Message volume breakout: Corsair Gaming — the comeback trade (earnings beat, first-ever buyback, margin tailwinds, and what retail is betting on next).
Meme of the week: Algorithm Holdings (RIME) — the wild pivot from karaoke (Singing Machine) to AI logistics… and why transport stocks felt it.
Hidden gem: Inflection — a quantum SPAC raising $550M, neutral atom approach, and why retail is watching.
Pros vs Joes: Wendy’s — sales down, store closures, but retail sees a “how much worse can it get?” setup with a 7% dividend and an activist “backstop.”
Reversal watch: Shopify — 40% drop tied to AI spend, but revenue growth and a first-ever $2B buyback has dip-buyers circling.
Contrarian call: Precious metals — bearish Stocktwits sentiment despite stabilized prices and a weird dollar/metals correlation.
Whale Watch (13Fs): Buffett trimming Apple, Dalio buying Google + Amazon, and the broader Q4 shift into AI infrastructure, energy, and materials.
Plus: what’s coming next on StocktwitsTV — executive interviews with Opendoor and Gorilla Technologies.
#retailedge
Chapters
00:00 Weird short week + markets flipping (dollar/commodities/stocks up)
00:45 Top 6 trending tickers on Stocktwits (60 seconds)
02:03 Most newly followed: Fastly (80% earnings surge)
03:29 Message volume breakout: Corsair Gaming (+50% best day)
05:58 Meme of the week: Karaoke → AI logistics (Algorithm Holdings / RIME)
08:24 Hidden gem: Inflection (quantum SPAC + $550M raise)
11:13 Pros vs Joes: Wendy’s (Peltz backstop + 2013 levels)
13:59 Reversal watch: Shopify (AI-driven -40% + $2B buyback)
15:49 Contrarian call: Precious metals sentiment turns bearish
17:42 Whale Watch: Buffett/Dalio + Q4 13F positioning
19:46 What’s next: Opendoor earnings + Gorilla acquisition + exec interviews
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