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StocktwitsTV
LendingClub’s Big Quarter: Scott Sanborn on Credit Strength and the Happen Bank Rebrand
Welcome back to StocktwitsTV. Michele Steele is joined by Scott Sanborn, CEO of LendingClub, soon to be Happen Bank, after a major quarter: originations up 31% and EPS at 44 cents, a beat by 22%. Scott explains what drove the performance: strong execution across controllable levers like expansionary marketing and cross-product adoption, plus credit that is outperforming expectations despite noisy headlines about consumer health. He shares standout engagement data, including roughly 40% of auto customers applying for a personal loan, and nearly a quarter of savings accounts coming from former borrowers. Michele digs into the private credit debate, asking...
2026-04-29
20 min
StocktwitsTV
“They Ruin Everything”: Ben Cahn on Private Equity and Tapatio
Welcome into StocktwitsTV. Michele Steele is joined by Ben Cahn—and yes, the Wi-Fi lives. First up: Michael Burry is buying the dip in PayPal after the stock fell more than 80% from its highs. Michele lays out the debate and Ben gives his take: he thinks people may be overcomplicating the story, and that PayPal’s real issue is competition—Apple Pay, Zelle, and a Venmo that’s “free for the most part.” Then the headline that sounds fake but isn’t: “Tapatio, Ozempic, and the hot sauce trade.” Michele explains the theory: GLP-1 users may crave bold fla...
2026-04-23
16 min
StocktwitsTV
Poet Technologies CFO Responds to Wolfpack Short Report + $430M War Chest Strategy | $POET
Poet Technologies ($POET) CFO Thomas Mika joins StocktwitsTV to address the Wolfpack Research short report head-on — and explain why the company believes it was a "nothing burger" timed to spook shareholders before tax day. We cover: the Wolfpack short thesis and its biggest errors, Poet's $430M cash strategy (the "3 Cs"), the 800G and 1.6 terabit transceiver market, the Blazar light source product, NDAs with hyperscaler suppliers, a purchase order from Marvell/Celestial AI, and what a "meaningful order" looks like in 2025. Poet Technologies develops semiconductor chips that combine electronics and optics on a single chip — positioning the...
2026-04-21
14 min
StocktwitsTV
Full Interview: Rocket Lab CEO Peter Beck on Neutron, SpaceX, and What's Coming
Welcome onto StocktwitsTV. Michele Steele sits down with Rocket Lab CEO Sir Peter Beck as the Stocktwits community tunes in with rapid fire questions about Neutron, Archimedes, and Rocket Lab’s long term ambition. Michele opens with a recent milestone: Rocket Lab solar cells showing up in Artemis II footage as the mission looped around the moon. Beck says Rocket Lab is building an end-to-end space company—launch, spacecraft components, satellite operations, and eventually services from space. From there, Michele brings in community questions about Neutron’s first launch timing and what has to go right...
2026-04-16
15 min
StocktwitsTV
World Quantum Day: Two CEOs on Space, Defense, and Room-Temperature Quantum
It’s World Quantum Day on StocktwitsTV, and Michele Steele sits down with two quantum CEOs to talk about what’s happening now, not someday. INFQ CEO Matt Kinsella starts with a headline that sounds like sci-fi: his company’s quantum hardware is on the International Space Station, with an upgrade arriving via a Northrop Grumman mission. He explains why quantum in microgravity matters, how space becomes a proving ground for real applications, and why space-based quantum sensing can unlock new measurement capabilities. Michele then pivots to defense, where Matt describes accelerating procurement interest in quantum sensing and GP...
2026-04-14
30 min
StocktwitsTV
Space Stocks Rip, Biotech Breakout, Tesla Setup: Evan Medeiros’ Watchlist
Welcome into StocktwitsTV. Michele Steele is joined by Evan Medeiros, founder of TradeRisk and a full-time trader, to map out what’s real in this rally and what’s just noise. Evan’s base case has been sideways, volatile, and frustrating, but he upgrades the forecast slightly after seeing semiconductors attempt new highs. He says that strength matters because chips are an influential group after a rough first quarter for tech. From there, Evan runs through his watchlist: Space: He thinks SpaceX IPO hype is putting a magnifying glass on the whole space comple...
2026-04-10
24 min
StocktwitsTV
NASA ETF Launches With SpaceX Exposure: Yuri Khodjamirian Explains the “Pure Play” Space Trade
We’re hours away from the Artemis II splashdown, and space sentiment is surging on Stocktwits. Michele Steele sits down with Yuri Khodjamirian, CIO at TEMA ETFs and portfolio manager of the brand-new NASA ETF. Yuri explains why TEMA built NASA as a “pure play” space fund—and why he believes it’s impossible to have a real space ETF without SpaceX. They walk through how the fund gets SpaceX exposure through a private structure (within the ETF’s private holding limits), what happens if SpaceX goes public, and why the ETF wrapper still matters even when in...
2026-04-08
20 min
The Howard Lindzon Show with Michele Steele
The Internet Isn’t the Web Anymore: TikTok + Chatbots Ate Everything
Welcome back to The Howard Lindzon Show. Howard’s back with week two of the finger—now officially nicknamed “Pointy”—and we’re getting closer to the big reveal at the Cashtag Awards on May 4 at the New York Stock Exchange, where voting is wrapping up. Think: finance’s version of the ESPYs—awards, laughs, Nathan McIntosh, Polymarket as sponsor, and a room full of market people. Then we get into the heavy stuff. Howard’s Sunday blog line hits hard: “We were promised Web3.0 and all we got was deglobalization, degeneracy, and slop.” The point isn’t just crypt...
2026-04-08
37 min
StocktwitsTV
Nathan Macintosh Roasts Cybertrucks, Elon & Silicon Valley | Cashtag Awards 2026
Comedian Nathan Macintosh ("Money Never Wakes," "Down With Tech") joins Michele Steele on StockTwits TV ahead of the Cashtag Awards presented by Polymarket, live from the floor of the New York Stock Exchange on May 4th. Nathan doesn't hold back. From growing up without money and teaching himself financial literacy, to why public schools never prepared any of us for the real world, this conversation digs into why money remains one of the last true taboos — right up there with politics and religion at the dinner table. Then things get spicy. Nathan and Michele tackle th...
2026-04-07
17 min
The Howard Lindzon Show with Michele Steele
Dangerous World, Orderly Markets | The Oil Puzzle Nobody's Talking About
Good morning from The Howard Lindzon Show. We open with a quick health check: Howard’s garage mishap and finger reattachment is still the talk of the town—turns out “The Tail of the Finger” was one of the best-performing posts on StockTwits. But after the laughs, it’s straight into the markets. Howard lays out why this sell-off feels “too orderly.” Look at what’s on the board: oil spiking toward $130, rising yields, rising mortgage rates, tariffs and de-globalization pressures, private credit stress, and major geopolitical uncertainty. With that mix, you’d expect panic… and yet the indexes...
2026-04-03
32 min
True Odds: A Prediction Markets Podcast
March Madness Final Four: Michigan–Arizona Coin Flip + Illinois–UConn Debate
The Final Four is set in Indianapolis — and the college season is almost over. Mikey Markets and Joey Rockets recap the all-time Duke vs UConn collapse (including the near-technical moment with Hurley), then break down the Final Four with updated odds: Michigan 35%, Arizona 34%, Illinois 17%, UConn 13%. They split picks on both games: Illinois vs UConn (Joey leans UConn, Mikey rides with Illinois) Michigan vs Arizona (Joey sticks with Arizona, Mikey takes Michigan) Then they talk strategy: whether to take profit on Arizona, the Big Ten to win the title market, and a simple “seed...
2026-04-02
26 min
StocktwitsTV
Cem Karsan: Iran Headlines, Oil Control, and Why Markets Move in Stair Steps
Breaking news hits and Michele Steele is joined by Cem Karsan to map the geopolitics, vol structure, inflation regime, and the market microstructure driving today’s move. Cem explains why he sees this as a broader global conflict centered on oil dominance, the petrodollar, and control of the Strait of Hormuz, with China and Russia as the real adversaries rather than Iran itself. He argues it is not a black swan and that the pressures behind it have been building for years, feeding into structural inflation and high leverage risks in private credit and private equity. ...
2026-03-31
27 min
StocktwitsTV
Market Swings Are DESTROYING Retail Traders | Here's Why
Welcome into StocktwitsTV. Michele Steele marks the return of Ben Cahn, and it’s equal parts market talk and comedy. Ben explains why he came back: the StockTwits community is active, finance entertainment is ripe for disruption, and he wants a show that bridges younger and older audiences without being a constant cheerleader. They get into the weird rhythm of recent markets, where weekend narratives flip by Monday, and Ben admits he has no clean read on how any of this ends, even if he’s ruling out nukes. Then Michele opens the fan mail bag...
2026-03-31
16 min
StocktwitsTV
3 Stocks, 3 Very Different Stories: MELI, CELH, TTD
Welcome in everybody to Episode 5 of Talkin’ Tickers. Joey Solitro is joined as always by Brad Freeman, aka StockMarketNerd. Baseball’s back, the seasonal depression is allegedly over in Detroit, Michigan’s got teams cooking… and we’re getting right into it. Today we’re breaking down three stocks in both of our coverage universes: Mercado Libre (MELI) — the “Amazon minus AWS” comp, and why the company’s choosing growth and land grab over near-term margin optics (plus how Mercado Pago is turning into a real Nubank-style competitor). Celsius (CELH) — insane growth, but the market’s asking the ha...
2026-03-30
44 min
Cryptotwits: The Podcast
Skip navigation Search Create 3 Avatar image DeFi Hacks, MEV “Sandwich Tax,” and Why CME Wants 24/7 Futures
Welcome back to the CryptoTwits Podcast — Jon Morgan and Joey Solitro kick things off with the realities of recording from home (kids, toys, and chaos), then jump straight into the week’s whipsaw: Bitcoin rallies near 76K, an ultimatum drops it to 68K, negotiations bounce it again, and now we’re stuck poking at resistance with a huge BTC options expiry on deck. We run “capitulation station” liquidations across multiple days (mostly longs, then a wave of shorts), and then get into the bigger headline that smacked crypto equities: the Clarity Act drama around stablecoin yield and why the ba...
2026-03-27
36 min
StocktwitsTV
Hit the Cash Button: VWAP Signals and Insider Buying Clusters
Welcome back to StocktwitsTV. Michele Steele is joined by Garrett Baldwin, economist and author behind the Substack Me and the Money Printer and Postcards from the Edge of the World, to explain what happens when global liquidity tightens. Garrett anchors the discussion to the Four Horsemen framework: central bank liquidity, collateral multipliers and volatility, the US dollar, and oil prices tightening together. His message is simple: dominoes don’t have to fall fast, they just have to fall in the same direction, and liquidity sits upstream of everything. They walk through the chain reaction: oil im...
2026-03-27
15 min
StocktwitsTV
After the IPO: Swarmer CEO Explains the Moat, Data Flywheel, and Backlog
Welcome into StocktwitsTV. Host Michele Steele sits down with Swarmer CEO Alex Fink as the stock trends on Stocktwits a week and a half after the IPO. Fink explains Swarmer’s core product: software that lets drones fly autonomously and operate together in large swarms, so one person can set a mission, pick assets and targets, define rules of engagement, and deploy without being a qualified pilot. He shares the company’s early milestones, including a first Ukraine customer contract, combat deployment, and more than 100,000 missions flown on different hardware. Michele presses on the missile math...
2026-03-27
14 min
StocktwitsTV
Should Traders Watch Truth Social: Sonnenfeld Explains the Signal
Welcome into StocktwitsTV. Michele Steele is joined by Yale professor Jeffrey Sonnenfeld, author of Trump’s Ten Commandments, Strategic Lessons from the Trump Leadership Toolbox, for a blunt conversation about how Trump operates and why markets react the way they do. Sonnenfeld says one of the biggest mistakes people make is underestimating Trump. He describes him as pragmatic, fast-learning, and intensely focused on keeping score through financial markets, from stocks to debt to energy. Michele and Sonnenfeld break down “the wall of sound” and how rapid-fire controversy and repetition can shape attention, as well as how tr...
2026-03-26
17 min
True Odds: A Prediction Markets Podcast
March Madness Sweet 16 Preview: Purdue, Iowa, Arizona, Houston + Friday Bangers
March Madness rolls on, and so do we. Mikey Markets is joined by Joey Rockets and Coach Ryan — fresh off an all-time debut where he called a sharp first-round upset and now sits 99.8th percentile in his bracket. Joey admits basketball isn’t his thing (and he’s basically throwing darts), but Arizona is still alive — and the Sweet 16 slate is stacked across Thursday and Friday. We break down every game we cover: Purdue vs Texas Nebraska vs Iowa (Cornpocalypse) Arizona vs Arkansas Houston vs Illinois (late-night sweat) Duke vs St. J...
2026-03-25
35 min
The Howard Lindzon Show with Michele Steele
Truth Social Moves Markets + Why Young Traders Think the Market’s Rigged
This week starts with a hype check: the Cashtag Awards are back May 4th at the New York Stock Exchange. Last year overflowed—this year there’s room for 500 people, Polymarket is the title sponsor, and Nathan McIntosh is bringing the comedy (plus special investing guests and plenty of side chatter). VOTE FOR CASHTAG AWARDS HERE: https://cashtag.stocktwits.com/ Then we get into the Degen Stock of the Week: Clear (YOU). With TSA issues creating massive airport lines, Clear is catching a wave of “I can’t go back” adoption—Howard calls it an “8-to-80” produc...
2026-03-25
28 min
Cryptotwits: The Podcast
HashPack on Hedera: Kraken Listing, Cross-Chain Swaps, and What’s Next (HashPack Card)
Welcome to the Cryptotwits Podcast — this episode is a lot of fun because we’ve got HashPack here, and if you’ve been in the weekly Cryptotwits space on X, Hash has basically been the “third member” helping keep the chaos going since around May 2025. Our guest is Phil, the marketing lead for HashPack, who’s been in the Hedera Hashgraph ecosystem since 2021. Phil shares his path from a long career in food and beverage (chef, teacher, restaurant, travel) into Web3 — not through tech obsession, but through community energy, connection, and the “rush” of building. We dig into what H...
2026-03-19
32 min
The Howard Lindzon Show with Michele Steele
America vs China: The AI Approval Gap Nobody's Talking About
Has Silicon Valley completely lost the plot with AI? This week on the Howard Lindzon Show, Howard and Michele break down the massive "vibe shift" around Artificial Intelligence, including new Pew Research showing a staggering gap in AI approval ratings between the US and China. Plus, they dive into the SEC's controversial proposal to make quarterly earnings optional, why the market is brushing off terrible headlines, and how the "oversupply of degeneracy" is impacting prediction markets, Robinhood, and DraftKings. 🏆 Don't forget! The 2026 Cashtag Awards are coming up on May 4th at the New York Stock Exc...
2026-03-18
33 min
True Odds: A Prediction Markets Podcast
March Madness 2026 Predictions: First Round Upsets & Final Four Dark Horses
March Madness is officially here! The True Odds crew is joined by college hoops aficionado Ryan to break down the 2026 NCAA Tournament. From double-digit seeds ready to bust brackets to a heated debate over BYU vs. Gonzaga, we’re covering every angle of the road to Indianapolis. 🏆 In this episode: First Round Upsets: Why High Point, USF, and Mizzou are on upset alert. Sweet 16 Locks: Joey’s bold Vanderbilt play vs. Mike’s BYU hype. Final Four & National Title: Is Duke playing the best ball in the country, or are they walking into a "Group of...
2026-03-18
32 min
The Philosophical Quant: A Trading Podcast
Fractals Don't Lie (But Headlines Do)
In this episode of The Philosophical Quant, Michael and Lia talk about staying calm in a wild market by using statistics, technical structure, and a selective approach. Lia is playing defense with about 40% cash and taking fewer trades, while keeping cash ready for bigger dips. The Trading Technique of the Week is trendlines: a simple way to define the rate of change, create an entry, and know where you’re wrong. Michael uses Bitcoin to show how breaking a trendline doesn’t guarantee a moonshot, but it does signal a change in the rate of descent and crea...
2026-03-18
22 min
StocktwitsTV
Nvidia GTC Fallout: Why NVDA Isn’t Ripping and What Breaks It Out
Welcome into StocktwitsTV. Michele Steele sits down with Shay Boloor after Nvidia GTC to answer the question retail traders keep asking: if Jensen is talking about demand doubling and trillion-dollar numbers, why isn’t the stock up 10 percent? Shay explains the issue is not demand. It’s the timeline and spend velocity. He says the market wanted more specificity on how fast the spending curve accelerates, especially as AI moves from training into inference, where token economics may spread across more architectures and create a bigger second tier. He argues Nvidia is doing what it needs to stay...
2026-03-17
15 min
StocktwitsTV
Meta Layoffs for AI? ServiceNow Selloff Opportunity + HIMS After the Novo Deal
Welcome back to Episode 4 of Talkin’ Tickers — chaos weather, chaotic markets, same vibe. We kick it off with Meta and the Reuters layoff report: is Zuck heading toward Year of Efficiency 2.0 to fund AI capex? And bigger picture… when do layoffs go from “bullish” to “uh oh” for the consumer? Then we pivot to ServiceNow. Stock’s down hard, fundamentals look fine. We break down what NOW actually does, why “workflow + proprietary data” matters in an AI world, and why software has been getting sold first and questions asked later. Finally, we hit HIMS — the name you...
2026-03-16
31 min
Retail Edge
Retail vs. Reality: Can Markets Ignore the Middle East Crisis?
The Middle East conflict is pushing oil prices toward $100, yet the stock market remains resilient. Is retail optimism justified, or is "duration risk" about to hit the fan? In this episode of Retail Edge, Michelle Steele and Tom Bruni break down the biggest movers on Stocktwits. We dive into the massive Ondas (ONDS) partnership with Palantir (PLTR), the landmark legal settlement between Hims & Hers (HIMS) and Novo Nordisk (NVO), and why NIO just posted its first-ever net profit. We also look at the "Pros vs. Joes" divide on UiPath (PATH) and why Vail Resorts (MTN...
2026-03-13
22 min
StocktwitsTV
We Analyze Retail Favorites: Is Zooks/Kuiper or Reddit's Ad Revenue More Exciting?
Episode 3 is live — and we’re ripping through three names with very different vibes. First up: Amazon. Everybody knows the marketplace and AWS… but Brad’s flagging two segments that could get way more attention in the coming years: Zoox (autonomous taxi) and Kuiper (satellite internet). Then we hit why the stock’s been sluggish, what’s actually holding it back, and why the valuation conversation gets interesting when you look at EBIT. Next: Lemonade. Joey uses it for homeowner’s insurance, and we get into what the company actually does, why the “AI-native” buzzwords might be legit her...
2026-03-12
41 min
True Odds: A Prediction Markets Podcast
Max Crosby Deal COLLAPSES + Palantir Rumors + March Madness Picks
Welcome back to True Odds with Mikey Markets and Joey Rockets — and this episode is loaded. We start with World Baseball Classic chaos: Team USA manager Mark DeRosa said they’d already clinched… then the U.S. lost 8–5 to Italy and now needs help based on a wild pool-play math scenario (Italy/Mexico runs matter). Meanwhile, the other must-watch game is Dominican Republic vs Venezuela — with huge implications for the bracket and for our picks (Joey’s Samurai Japan is cruising; Mikey’s on the DR). Then we hit a headline we’ve basically never seen: the Ravens...
2026-03-12
33 min
The Howard Lindzon Show with Michele Steele
Trump, Truth Social, and Market Whiplash + The Real Degenerate Economy
Howard opens the week with a rapid-fire mix of real life and markets: Narcan, “Claude Code,” eye strain, and the kind of personal optimization advice that somehow turns into a conversation about underwear orientation and brushing your teeth with your feet. Then we get serious (in the most Howard way possible): the Cash Tag Awards are back—May 4th at the New York Stock Exchange—with Polymarket presenting and comedian Nathan MacIntosh bringing the heat. Howard explains why the show is the “ESPYs of finance,” why last year overflowed the room, and why this year will be bigger, loud...
2026-03-12
29 min
The Philosophical Quant: A Trading Podcast
Mean Reversion + AI: What That Wild Gap-and-Rip Usually Means
We’re back after a few broken episodes, and the market has been insane: crude spiked, SPY tagged the 200-day overnight, and we’ve seen a huge flow into tech. In an environment where the market is going nowhere, mean reversion becomes one of the only ways to trade. We break down a practical use of AI: instead of asking AI to “make you a strategy,” use it to answer a data question. After a wild gap-down then close-up day, we asked for a chart of every time the S&P 500 gapped down over 1% and closed up over 1...
2026-03-11
26 min
StocktwitsTV
Gas Prices About to Spike 50 Cents? Here's What's Coming
Oil just ripped from about 79 a barrel a week ago to nearly 120 at the peak, and Michele Steele sits down with Hardika Singh, economic strategist at Fundstrat, to explain what is happening and why investors should care. Hardika walks through the sequence of shocks investors have faced this year and why oil is the third major surprise. They focus on the Strait of Hormuz, where about 20 percent of the world’s oil passes through, and why the US is more insulated thanks to shale and exports, but still exposed through the cost of imported goods if Asian pr...
2026-03-09
13 min
The Howard Lindzon Show with Michele Steele
AI Isn’t a Bubble Argument Anymore: It’s a “Don’t Miss It” Moment
Howard’s in New York, and the world is loud. We start with the headline: investors are “hedged to the teeth,” holding historic put protection. Howard explains why that’s not as straightforward as it sounds—markets still climb a wall of worry, but in 2026 the wall is bigger because negativity is viral. Social media algorithms amplify fear, everyone throws around crash words, and now prediction markets add another layer of real-time anxiety. The takeaway: get used to persistent negativity… and learn how to invest inside it. Then we zoom into the balance sheets: the profit power...
2026-03-05
29 min
Cryptotwits: The Podcast
Securitize Founder Carlos Domingo: Tokenizing Real Assets, BlackRock BUIDL, and Going Public
Welcome to CryptoTwits. In this episode, we sit down with Carlos Domingo, founder of Securitize. Carlos shares his journey from Barcelona to Japan (master’s, PhD, postdoc), then back to Spain to lead major digital initiatives at Telefonica, eventually running R&D at scale. From there, we get into what Securitize actually is: a tokenization company that takes real-world financial assets—funds, bonds, stocks, credit funds—and represents ownership on public blockchains to modernize the “ledgers” behind capital markets. Carlos explains why Securitize sits between TradFi and crypto, why open innovation on public chains matters, and how to...
2026-03-05
35 min
The Philosophical Quant: A Trading Podcast
Nokia, Netflix, Honeywell—Where's the Money Going in This Volatile Market?
The market is in a spicy macro spot: war headlines, job reports Friday, inflation stress, and a Fed stuck in a tough situation with hot prices and expensive energy. With February and March often frustrating and choppy, this is an environment where going long gets flipped, going short gets flipped—so risk management and speed matter. In this video, I break down how I’m restructuring into a portfolio I can actually sleep with, mixing in lower-volatility, lower-beta names while still looking for clean breakouts and flags. Charts covered: Nokia (NOK), Healthcare (XLV), Dow Inc. (DOW), Honeywell (HON...
2026-03-04
08 min
True Odds: A Prediction Markets Podcast
Casey’s Pizza, WBC Futures, Bears Trade Hopes & GTA 6 Price Market
Welcome back to True Odds with Mikey Markets and Joey Rockets. We open with a quick recap: NVIDIA beat (and basically “saved the market”), CrowdStrike beat after peers signaled strength, and Mikey celebrates a win on Traitors USA — plus Joey officially got hooked. Then we check in on Bitcoin after John Morgan’s call: it didn’t tag 60K, bounced hard, and is now ripping higher — with 80K looking closer than a retest of the low 60s. This week’s main earnings watch is a sneaky one: Casey’s General Stores (CASY) — the Midwest convenienc...
2026-03-04
22 min
Retail Edge
Middle East War Risk: Oil + Gas Spike, Tanker Chaos, and Drone Stocks Heating Up
Welcome into Retail Edge — I’m Michele Steele with Tom Bruni. This week the market is focused on instability in the Middle East, an extended-war outlook, U.S. forces being added, and the Strait of Hormuz, a critical choke point where 20% of the world’s oil supply passes. What we cover: Asset class reaction: USD, crude, natural gas, precious metals, stocks, and the crypto “wild card” Energy trade: why exploration & production names can act like leveraged oil bets, vs “set-it-and-forget-it” integrated majors Natural gas exporters: LNG disruption risk and why names like Cheniere...
2026-03-03
15 min
Cryptotwits: The Podcast
Jane Street, Terra, and the “10AM Flush” Rumor: What’s Really Going On?
Welcome to the CryptoTwits Podcast. This episode is all about Jane Street — because there’s been “some crazy” stuff going down. We start with the Wall Street Journal reporting tied to the Terraform Labs collapse (UST in 2022), the contagion that followed (Three Arrows, Voyager, Celsius, and eventually FTX), and why this isn’t just “crypto people suing crypto people.” The suit is tied to a court-appointed bankruptcy figure (Todd Snyder) going after Jane Street Group, including allegations around timing, backchannels, and a major UST liquidity event at Curve in May 2022. From there we dig into the rumor mill...
2026-02-27
24 min
True Odds: A Prediction Markets Podcast
SaaSpocalypse Explained + CrowdStrike Earnings + Stripe Buying PayPal?
Welcome back to True Odds with Mikey Markets and Joey Rockets — Episode 12, “The Dirty Dozen.” We start by recapping last week’s State of the Union timing market… and wow: it ran a record 1 hour 48 minutes. We were on the over, but still didn’t land the perfect range — close, but no cigar. Then we hit earnings and market vibes: Walmart beat, NVIDIA is the main event (conference call and forward guidance matters most), and Mikey’s Discord IPO call got spicy fast — but Joey drops a key rules lesson: IPO plans can get delayed, so if you’ve alrea...
2026-02-26
43 min
StocktwitsTV
NVDA Smashes Q1 Guide: What It Means for Micron, Memory, and the AI Trade
Welcome back to StocktwitsTV on the road. Host Michele Steele is joined by Michael Parekh, ex Goldman and author of the I Return to Zero Substack, to break down Nvidia earnings as the numbers hit. Nvidia delivered a massive quarter with revenue coming in at $68 billion and record data center revenue of $62 billion. The market immediately shifted to the April quarter guide, where Nvidia forecast Q1 revenue of $76.4 to $79.5 billion, beating expectations by several billion dollars. Michael’s takeaway is simple: the AI infrastructure ramp is not slowing, it is compounding, cutting through a wall of worry ar...
2026-02-26
15 min
The Howard Lindzon Show with Michele Steele
Five Hindenburg Omens + AI Taking Over—What's Actually Happening
All right, Howard’s week is going great—Claude’s parenting the kids (and apparently only using the father-in-law’s bank account). From there, we get into the real story: Howard’s spicy tweet—“this bear market is AI Independence Day”—and why software is finally getting forced to show what’s under the hood. We talk software’s margin era, private equity’s comfort with leverage, and how AI is coming for the “penthouse” first. Meanwhile, markets feel split-brained: staples vs tech valuation parity, credit cards getting smacked as the market thinks about stablecoins and 24/7 money movement, and why energy (XL...
2026-02-25
32 min
StocktwitsTV
NVIDIA Dominance: How Long Can It Last?
We’re 24 hours out from Nvidia Q4 earnings, and Michele Steele sits down with Shay Boloor to break down what really matters for the AI bellwether. Shay calls it the Super Bowl of earnings and makes the case that Nvidia is the foundation for the entire AI cycle, no matter where the narrative swings. Then he gets specific on what could move the stock from a six-month range: China and H20 chip commentary, Blackwell timing and “pause” fears that may be normal upgrade behavior, and why the market still isn’t fully pricing the long-term China opportunity. Th...
2026-02-24
17 min
Retail Edge
IGV Crashes 35%: Retail Buys Anyway… Plus PayPal Takeover Rumors and NVDA Earnings
Welcome back to Retail Edge — I’m Michele Steele, joined by Tom Bruni. Chicago and New York are freezing, but the real deep freeze is software. Today’s big themes: IGV just hit a 35% drawdown — headlines say “software is dead”… but retail is buying Why Tom thinks we haven’t seen full capitulation yet (bullish sentiment + high message volume can be a tell) PayPal (PYPL) rips on a Bloomberg report: major takeover interest + what retail thinks is happening (deal backstop vs dead-cat bounce) CrowdStrike (CRWD) gets smoked on Anthropic “cloud code security” fears — but StockTwits sentime...
2026-02-24
28 min
StocktwitsTV
Meta vs. Palantir vs. Nike vs. Lululemon: Fundamentals, Valuations, and the Software Sell-Off
Three, two, one — welcome back to Talkin’ Tickers, Episode 2. Joey Rockets here with Brad Freeman, aka StockMarketNerd, and we’re diving into four of the most popular retail names through the only lens that matters when the market’s playing whack-a-mole: fundamentals. We kick it off with Meta — the “half the planet is basically logged in” company — and talk the real debate: the CapEx monster, whether the AI spend is translating into monetization and engagement, and why Meta can still snap its fingers and become a free cash flow printer if it ever has to. Then it’s Palant...
2026-02-23
46 min
StocktwitsTV
Opendoor CEO Kaz: Monster Q4 Beat, AI Code Explosion, and the Path to Profitability
Opendoor just delivered a monster Q4 beat — and retail investors lit up the Stocktwits stream as the stock ripped pre-market. In this must-watch interview, Opendoor CEO Kaz Nejatian breaks down what actually changed inside the business, why Q1 revenue can drop even as the company gets structurally healthier, and the single metric he says investors should model: contribution margin per cohort.å Kaz explains Opendoor’s cohort-based business model (buy homes, renovate, resell), why most Q4 sales came from inventory acquired before he arrived, and how a massive acceleration in acquisitions takes time to flow into revenue. He also...
2026-02-20
29 min
Cryptotwits: The Podcast
Secret Network’s Lisa Loud: Privacy, Encrypted Smart Contracts, and Confidential AI
Welcome back to the Crypto Twits Podcast. In this episode, Jon sits down with Lisa Loud from Secret Network — the person “in charge of the entire operation.” Lisa shares her origin story and a core message: it doesn’t matter where you came from — there’s room for you in Web3. From Apple and PayPal, to reporting directly to Arthur Hayes at BitMEX, a stint at Gemini, and helping ShapeShift through a major pivot — Lisa’s crypto journey has been chaotic in the best way. Then we go deep on Web3 vs Web2, decentralization, and why people still...
2026-02-20
41 min
The Philosophical Quant: A Trading Podcast
Why Tight Stops Beat High Accuracy Every Single Time
In this special episode of The Philosophical Quant, Michael and Lia go deep on risk management—the difference between traders who make a killing with a low win rate and traders who get ruined with a high win rate. They break down the concept of R (your risk unit), why risk-to-reward matters more than “being right,” and how a risk-first mindset filters out bad trades. Michael explains percentage-based risk (like risking 1% of an account) and why comparing every result to what you risked is the most important stat. Lia adds the psychological side: risk has to be person...
2026-02-20
15 min
Cryptotwits: The Podcast
Why Decentralized Perpetuals Are About to Explode
Welcome back to the CryptoTwits Podcast — this is our seventh episode and we’ve got our first guest. Jon Morgan sits down with Shan, the founder/CEO of Strike Finance, described as the first and only perp DEX on Cardano. Shan shares how Charles Hoskinson’s whiteboard videos pulled him into Cardano during COVID, how he learned startups building an HR product that pivoted to blockchain, and why he ultimately started Strike. We break down Strike V1 vs V2: V1 is based on the GMX-style model (LPs vs traders), while V2 is a cloud-based, central limit...
2026-02-20
34 min
StocktwitsTV
SaaSpocalypse Explained: “Seat to Stack” Rotation in Agentic AI (PLTR, NET, CRWD, SNOW)
The SaaSpocalypse isn’t just a selloff — it’s a full repricing of traditional SaaS as agentic AI changes how software gets bought. Michele Steele sits down with Shay Boloor to break down the “seat to stack” rotation: money isn’t necessarily leaving tech… it’s shifting from seat-based apps (think per-employee pricing) to the layers of the agentic AI stack where incremental value is accruing. They explain why legacy SaaS may survive but gets treated as the “legacy layer,” while the market starts paying up for orchestration, security/identity, connectivity, and data plumbing. Using a clear “legacy layer test,” Sh...
2026-02-20
17 min
The Howard Lindzon Show with Michele Steele
Robinhood Ventures: Retail Access to SpaceX… or a Fee Trap?
Welcome back to The Howard Lindzon Show with Michele Steele. This week: Stocktwits is rolling out major upgrades — overnight pricing, lightning-fast earnings summaries powered by AI, and a revamped earnings stream built for the “markets never sleep” era. Howard explains why streaming is the future of how investors follow tickers, earnings calls, and sentiment in real time. Then we hit the Degenerate Economy Index: CBOE breaks out to new highs, the VIX climbs, and prediction markets keep expanding as regulators step into the ring. Howard lays out why CBOE is the “global YOLO bookie” — an arms dealer...
2026-02-19
35 min
True Odds: A Prediction Markets Podcast
LeBron Retiring Before Next Season? + The Highest Grossing Movie of 2026 Market
Episode 11 of True Odds starts with a sports reality check: the NBA All-Star “World” pick got torched (thanks to limited minutes from Jokic and Luka), and Mikey Markets + Joey Rockets are officially dialing down NBA and Olympics takes for a bit. The good news? Earnings bailed us out — AppLovin and Palo Alto both beat. Then the guys preview the next wave: Walmart (a “can’t miss” setup with tech-like valuation), Lowe’s (with Home Depot as the key read-through), and Nvidia (the market’s darling that “has to beat”). On the culture side: Will LeBron retire before next s...
2026-02-19
41 min
Retail Edge
Precious Metals Contrarian Call: Everyone's Wrong?
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...
2026-02-19
22 min
StocktwitsTV
PayPal Pain, Shopify Strength, SoFi Growth, DraftKings Warning + Google AI Comeback
Welcome to episode one of Talkin’ Tickers — a fundamentals-first deep dive into some of the most popular retail names. Joey Solitro sits down with Brad Freeman (StockMarketNerd) to break down five heavily-followed stocks: PayPal, Shopify, SoFi, DraftKings, and Alphabet (Google). They get blunt on what’s gone wrong at PayPal (and why cheap valuation alone doesn’t fix a broken growth engine), why Shopify keeps earning a premium (durable growth + commerce infrastructure positioning), how SoFi blends bank economics with fintech cost advantages, why DraftKings’ volume trends and management credibility matter more than headline revenue, and what changed with Googl...
2026-02-17
47 min
StocktwitsTV
Micron's 2026 Shortage: The AI Stock Nobody's Talking About
January’s jobs report looked solid on the surface but the big story is the massive revision to 2025 job creation, which sparked debate over how reliable the labor data really is. With CME FedWatch odds shifting toward rates holding steady in June, we break down which sectors could get pressured if rate cuts get delayed (real estate, homebuilders, REITs, smaller companies that rely on debt, and even consumer discretionary names like Amazon — plus Tesla as yields stay elevated). Then we pivot to the other major theme: AI and the market’s rotation from software into hardware. Marc Andree...
2026-02-12
16 min
True Odds: A Prediction Markets Podcast
Super Bowl Winners Recap + What’s Next: NBA All-Star, Olympics, WBC + Earnings
Football season is officially over… and True Odds is taking a victory lap. Mikey Markets and Joey Rockets recap an insanely profitable Super Bowl weekend: Seattle + under, Kenneth Walker MVP, AJ Barner TD (plus the legendary Vegas pool promise that actually got paid out). Then they pivot to earnings results (Google/Reddit hit, Uber/Amazon missed), break down why AppLovin is a community darling heading into earnings, and set up Palo Alto Networks as the next cybersecurity “earnings beat machine.” On the sports side, they dive into the new NBA All-Star USA vs World format — and expl...
2026-02-12
36 min
The Howard Lindzon Show with Michele Steele
Howard Lindzon on Robinhood (HOOD): The Mob Turns, Crypto Noise, and What Matters
Howard’s back, fresh off travel (and a Florida speeding ticket), and he’s not easing in—this episode is a full reset on what’s happening inside the degenerate economy and why de-globalization is starting to matter more than people want to admit. Howard explains why the degenerate economy index has doubled over three years but is now struggling: there’s an oversupply of degeneracy—you can get it anywhere now, from vaping to prediction markets to options trading—and when it’s everywhere, the demand has to catch up. At the same time, de-globalization is pushing the worl...
2026-02-12
29 min
The Philosophical Quant: A Trading Podcast
AI “Kills Software”? IGV Crash + Mean Reversion Trades (NOW, FIGMA, MU, PYPL)
In this episode of The Philosophical Quant, Michael and Lia react to a wild week: “end of the world” vibes on Thursday, then back near all-time highs. The focus is software after a fear-driven selloff in IGV, with the narrative that AI could replace software companies. We break down why the bounce can still look weak, what the Nasdaq and key moving averages are signaling, and why the broader market may be rotating into areas like Dow Jones, small caps, staples, biotech, and IWM. We break down current software stocks and discuss effective trading strategy applications. We also...
2026-02-11
23 min
StocktwitsTV
Shay Boloor on AI Bubble or Reality? Markets Are Telling Us Something
The S&P keeps hitting fresh highs while the Nasdaq spins its wheels — and that divergence is sending a message about tech leadership in 2026. Shay Boloor breaks down why the “buy anything tech” playbook is getting stress-tested, why software multiples are in a platform transition, and how the AI theme is shifting toward “winner take all.” They also dig into: Palantir’s setup and why it may be in a different category than typical app software, whether state-level data center pauses matter for Nvidia and semis (or if demand just reroutes), a full bull case on Jumia after a vola...
2026-02-10
28 min
Retail Edge
MrBeast Enters FinTech + Robinhood Earnings: Is HOOD Too Crypto-Dependent?
Welcome back to Retail Edge — I’m Michelle Steele with Tom Bruni in the hot seat. It’s a Seahawks Monday, Bad Bunny broke the internet, and the market decided to hit a few of us with a chair. Here’s what we cover: Dow 50,000: why it matters, and why it’s not the Mag 7 doing the heavy lifting The rotation: “real economy” names pushing the Dow while some big tech names lag 6 stocks, 1 minute (most active on StockTwits): Bitcoin sharp drop to 60K MicroStrategy (MSTR) “underwater” chatter + margin-call FUD Super Micro (SMCI) blowo...
2026-02-10
27 min
StocktwitsTV
Iran and Venezuela Through an Energy Lens: Incentives, Deals, and Mispricing Risk
Welcome back to StocktwitsTV. Host Michele Steele is joined by Cem Karsan for a macro “jam session” that connects January’s market rotation to a much bigger decade-long regime shift. Cem explains why the first trading day of the year looked like a starting gun, accelerating the move toward what he calls strategic assets in a bifurcated world. In his framework, higher rates and supply constraints create multiple bidders for limited, bottlenecked resources and capabilities, not just commodities, but also areas like chips and defense technology, which can remain convex for a long time. He then l...
2026-02-06
38 min
Cryptotwits: The Podcast
Why Buy a BTC Proxy Stock? (Saylor vs Tom Lee + Treasury Companies Wrecked)
Welcome back to the Cryptotwits Podcast with John Morgan and Joey “Cilantro” — where the newsletter headlines are apparently a 9-to-1 split between “I love this” and “please stop making jokes while my portfolio dies.” This episode is basically one long capitulation station / things-look-worse-in-real-time session as crypto dumps hard mid-show. We talk the psychology of surviving bear markets, the newsletter’s gallows-humor headlines, and then jump straight into the live market pain: Ethereum sliding under $2K, Bitcoin threatening deeper levels, and the fallout for treasury-style wrappers and leverage-linked plays. We debate why anyone buys Bitcoin or Ethereum exposur...
2026-02-06
44 min
StocktwitsTV
Software Slump 2026: Why Jensen Says AI Won’t Replace SaaS
Hey everybody, welcome back to StocktwitsTV. Host Michele Steele is joined by Megan King to break down two huge storylines: the software slump of 2026 and the NFL’s crackdown on prediction market ads ahead of the Super Bowl. First, Michele tees up Jensen Huang’s argument that the idea of AI “replacing” software is illogical, even as heatmaps show a sea of red across major software names. Megan agrees, saying the current drawdown is driven by uncertainty as investors extrapolate a future where autonomous agents compress seat counts and cap pricing power. Her view is that AI does not...
2026-02-06
11 min
StocktwitsTV
LendingClub CEO on Blowout Q4: Originations Up 40 Percent, Rebrand, and DebtIQ
All right, StockTwits, we’re here with Scott Sanborn, CEO of LendingClub, the digital marketplace bank focused on helping members lower their cost of debt. In this interview, StockTwits breaks down LendingClub’s monster fourth quarter with Scott: revenue up 23 percent, originations up 40 percent, and EPS that tripled. Scott explains why the stock’s reaction has sometimes felt confusing, pointing to a change in the company’s accounting program that analysts understood but parts of the buy side did not fully incorporate. Then we get into what’s next. Scott outlines why LendingClub is rebranding and why no...
2026-02-05
17 min
The Philosophical Quant: A Trading Podcast
Palantir Gap Setup: Bull Flag or Trap?
In this episode of The Philosophical Quant, Michael and Lia break down a wild, news-and-earnings-driven tape: a Palantir earnings gap that gets rejected, why “public distribution” and Stage 4 risk matter, and what it means when most volume is overhead and traders are trapped. Then we shift to the trading technique of the week: silver’s violent 25% drop, the psychology of parabolic moves, and why these become fast, tactical bounce plays rather than “hold and hope” trend trades. Lia shares how she prefers silver miners instead of pure silver because overnight gaps can wreck stops, and why she’d rather foc...
2026-02-04
19 min
StocktwitsTV
PLTR Earnings Shock: No Deceleration, Huge Margins, and Wall Street’s Valuation Fight
Welcome into StocktwitsTV. Host Michele Steele is joined by Shay Boloor to unpack a wild mix of AI, Musk ecosystem headlines, and fintech winners and losers. First up is Palantir: revenue up, profit up, guidance up, stock up. Shay calls the quarter a credibility moment, pointing to a 2026 guide raised to 61 percent with no deceleration, a commercial engine scaling fast, net dollar retention surging at scale, and an eye-popping operating margin result that he says forces a rethink of how AI application winners get valued. Michele presses on Wall Street skepticism and valuation concerns, and Shay argues...
2026-02-03
23 min
Retail Edge
Hood Down 30%: Dip Buy or Changing of the Guard? Plus MSFT Cheap, GME Back, and China Fear
Welcome back to Retail Edge — I’m Michelle Steele, and Tom Bruni is once again in the hot seat (which, in New York winter, is basically a luxury). It’s been a wild Monday and retail is talking fast. Here’s what we cover: Robinhood (HOOD) trending #1 on StockTwits… while getting smoked: dip-buy setup or changing of the guard? Message volume spikes while price slides: what it can signal, and why earnings season makes it tricky SoFi (SOFI) earnings aftermath: big chatter, mixed reaction, and why “volume-driven” brokers have struggled since October
2026-02-03
26 min
Retail Edge
Volume Surge + The Stock Everyone's Ignoring
Hi everyone—welcome back to Retail Edge. While Tom’s shoveling snow in New York and Michelle’s in Chicago doing the “two-feet-of-snow is normal” routine, the market is heating up in one place: StockTwits message volume. Here’s what’s driving the retail conversation this week: Top 5 tickers retail can’t stop talking about: IBRX, SPY, SLS, INTC, and SLV Silver mania: record trading volumes, massive spikes in activity, and sentiment getting extremely one-sided Most Newly Followed: USA Rare Earth (USAR) surges as a national security, vertically-integrated rare earth supply chain story catches fire Message...
2026-01-29
21 min
StocktwitsTV
Healthcare Gets Smoked: UNH Down 18% on Medicare Proposal — Silver Breaks Records
Welcome into StockTwitsTV — we talk about the market, so you don’t have to. Host Michele Steele is joined by Megan King to break down a week where there’s plenty of green on the board… but a ton of red in healthcare. They start with UnitedHealthcare (UNH) and a brutal move lower as a U.S. proposal to hold Medicare Advantage payments flat triggers a sector-wide reset. Megan explains why this isn’t just an earnings story: a proposed 0% rate increase vs mid-single-digit expectations forces a reset of multi-year earnings models and shifts Medicare Advantage from a growth e...
2026-01-29
22 min
Cryptotwits: The Podcast
Bitcoin Death Cross: Signal or Clickbait?
Welcome back to the Cryptotwits Podcast — fresh off an Arizona offsite, with a snowstorm vibe check (Michigan vs Virginia chaos), and then straight into crypto. We cover the BitGo (BTGO) IPO, which priced well above range and raised $212.8M with Goldman Sachs and Citigroup as underwriters, plus a quick rundown of what BitGo actually does (crypto custody — not an exchange). Then it’s ETF flows whiplash (big inflows, then sharp outflows), tariffs and headline-driven market reactions, and the whole Trump “ask for something insane to get something smaller” negotiation lens — including the Greenland chatter and what it could mean f...
2026-01-23
40 min
True Odds: A Prediction Markets Podcast
True Odds Goes 4-1 Again: Bills Controversy, Championship Picks, and Super Bowl Props
Welcome back to True Odds — Mikey Markets and Joey Rockets are here with the 01/20/26 episode, and the heater continues: we didn’t go 5-0… we “only” went 4-1 (and technically 5-1 if you count how we both cashed Bears/Rams with the spread). We recap the slate, including the Bills/Broncos controversy, the brutal Bo Nix injury, the Seahawks rolling again, and the Patriots exposing Houston’s very real C.J. Stroud problem. Then we hit this week’s earnings case files (Capital One + McCormick), lock in our AFC/NFC Championship picks, and pivot into the fun stuff: Super B...
2026-01-21
37 min
Retail Edge
Greenland Drama Sparks Tariff Chaos — EU Could Hit U.S. Big Tech Next
Hi everybody—welcome back to Retail Edge, where we help you track the retail crowd’s conversation and (hopefully) spot the next big move before everyone else. Tom Bruni’s back from the StockTwits offsite with just enough Arizona sun to survive the New York deep freeze… and we’ve got a lot to talk about. On today’s episode: Greenland drama + tariff threats heading into Davos: why the market cares (defense + critical minerals/rare earths) and what happens if Europe decides to play offense The EU’s anti-coercion instrument: the “services” angle that puts U.S. big...
2026-01-21
21 min
True Odds: A Prediction Markets Podcast
We Went 5-0 Last Week… Can We Do It Again? (Divisional Round Picks + Netflix Earnings)
True Odds rolls into the week off a perfect 5-0 football card, with Mikey and Joey recapping last week’s winners and the chaos that followed — including Mikey’s Bears comeback live bet on Polymarket that turned $50 into $500 when Chicago was down big. Joey then runs “Case File” with his top earnings angle: Netflix to beat expectations next week, fueled by Christmas Day NFL viewership, heavy ad loads, and sticky content releases. The guys then set their Divisional Round card (aligned on Seahawks, Bills, and Patriots, split on Rams vs Bears), cap it with an Indiana lean in the CFP title...
2026-01-14
38 min
Retail Edge
Fed Chair Powell May Face Charges | Election Markets React
Welcome back to Retail Edge — the podcast where we track the retail crowd’s conversation so you can spot the next big move before the rest of the street wakes up and drinks their lattes. Michelle Steele is joined by Stocktwits’ Tom Bruni for an expedited Monday pod because the headline machine went into overdrive. On deck today: The DOJ/Fed headline cycle: reported federal probe into Jerome Powell tied to Fed HQ renovation cost overruns — and what that means for Fed independence Markets reaction check: initial drawdown → equities catch a bid, while gold/silve...
2026-01-13
25 min
The Howard Lindzon Show with Michele Steele
Long Degeneracy: Why Robinhood, Coinbase, and Platforms Will Keep Winning
It’s the last show of 2025, and Howard’s not sugarcoating anything. He’s turning 60, grateful for health, and reminding everyone that real wealth isn’t just the market—it’s family, relationships, and your health. From there, the conversation jumps straight into the degenerate index: a strong year, but also a reality check—fresh ideas are harder, the degenerate economy is getting crowded, and we’re in a digestion phase after big runs from “edge companies” like Google, Nvidia, Apple, and Robinhood. Then it gets messy—in a useful way: Why Philip Morris / Zyn sits in the degenerate economy even if you hat...
2026-01-02
37 min
Retail Edge
Silver Up 168%?! Retail Fever Hits GLD/SLV + Miners (HYMC) as Bitcoin Lags
Welcome back to Retail Edge with Michelle Steele and Tom Bruni. The “Santa Claus rally” vibe is feeling a little stuck in the snow—but the bigger market structure still looks constructive. Then we get into what’s actually moving attention: precious metals mania, a Bitcoin stall, a brand-new space-themed ticker lighting up retail feeds, a China AI/autonomous driving divergence trade, and a sleeper under-the-radar idea: Nintendo. In this episode, we cover: Why the S&P feels slow right now… and why bulls are still in control Gold & Silver retail fever: GLD, SLV + small miners like HYMC The w...
2025-12-31
23 min
Retail Edge
Trump Pump, Bearish Bets & Biotech Lotto
Welcome to the inaugural episode of StockTwits Retail Edge with Michele Steele and Tom Bruni—tracking where retail attention is moving, and what it could mean for markets. In this episode: Santa Claus rally talk + what the S&P 500 “reset” could mean into year-end. Mag 7 breaking out again—and why that matters for broader market direction. Top tickers by message volume: SLS, TLRY, ALT, plus NVDA and TSLA in focus. NVDA: discussion of H200 chip shipping timeline and why the market cheered. TSLA: milestone week, optimism around autonomy/robotics, and big headline...
2025-12-24
20 min
True Odds: A Prediction Markets Podcast
Nike Beat Earnings… And Still Got SMOKED (Why the Bet Still Cashes)
Merry Christmas week from True Odds 🎄 Mikey Markets and Joey Rockets are back with a loaded episode: we relive the Seahawks vs Rams emotional rollercoaster, talk Nike’s earnings beat (and why the stock getting smoked doesn’t matter for the bet), and then we dive into a weird Christmas slate. The NFL Christmas Day slate is brutal—we’re calling out where the “easy” sides are… and where the trap might be. Then we flip to the NBA Christmas Day slate, which actually has juice: Joey likes Nuggets over Timberwolves, and Mikey goes contrarian with Warriors over Mavericks in...
2025-12-24
31 min
True Odds: A Prediction Markets Podcast
True Odds Ep. 1: Polymarket Strategy, NFL Upsets & The "AI" Person of the Year
Mikey Markets and Joey Rocket kick off the debut episode of True Odds, a prediction markets podcast from StockTwits. They break down how prediction markets differ from traditional sports betting, then dive into live PolyMarket action: from whether Time’s 2025 Person of the Year will even be human, to the new 12-team college football playoff and which long shots might be worth a buy. Joey walks through earnings markets on Broadcom, Costco, and Oracle, explaining how he uses historical beats and business trends to spot traps. The guys then flip to the NFL, questioning why the struggling Chiefs are su...
2025-12-11
39 min
BlockHash
Ep. 628 Stocktwits | Launch of Cryptotwits (feat. Jonathan Morgan)
For episode 628 of the BlockHash Podcast, host Brandon Zemp is joined by Jonathan Morgan, Lead Crypto Analyst for Stocktwits. Jonathan breaks down insights on crypto market trends and how community-driven sentiment shapes trading behavior across Stocktwits’ 10M+ retail investing network. ⏳ Timestamps: (0:00) Introduction(0:55) Who is Jonathan Morgan?(2:22) Stocktwits at Blockchain Futurist(3:50) Launch of Cryptotwits(5:26) Community on Stocktwits(6:20) Crypto market in 2025(10:11) Stocktwits roadmap for 2026(11:02) Stocktwits website & socials 🎙 Stocktwits Links: 🔗 Website: https://stocktwits.com...
2025-11-15
13 min
MoneyShow MoneyMasters Podcast
Top Stock Picks from Stocktwits’ Tom Bruni, Weiss Ratings’ Sean Brodrick, & Keystone’s Ryan Irvine
What stocks should YOU be targeting in the second half of 2024...and WHY? For this special extended-edition MoneyShow MoneyMasters Podcast episode, I gathered three of our top expert contributors together to give you the answers. They are Ryan Irvine, president and CEO at KeyStone Financial...Tom Bruni, head of market research at Stocktwits...and Sean Brodrick, senior editor at Weiss Ratings. They begin by sharing their backgrounds and what it is each of their companies do for investors and traders. Ryan emphasizes his firm’s bottoms-up research on thousands of US...
2024-08-15
31 min
MoneyShow MoneyMasters Podcast
Top Stock Picks from Stocktwits' Tom Bruni, Weiss Ratings' Sean Brodrick, & Keystone's Ryan Irvine
What stocks should YOU be targeting in the second half of 2024...and WHY? For this special extended-edition MoneyShow MoneyMasters Podcast episode, I gathered three of our top expert contributors together to give you the answers. They are Ryan Irvine, president and CEO at KeyStone Financial...Tom Bruni, head of market research at Stocktwits...and Sean Brodrick, senior editor at Weiss Ratings.They begin by sharing their backgrounds and what it is each of their companies do for investors and traders. Ryan emphasizes his firm’s bottoms-up research on thousands of US...
2024-08-15
31 min
Minds of Markets
Shiv Sharma Unveils the Future of Stocktwits
Join Scott Bauer on the "Minds of Markets" podcast as he hosts Shiv Sharma, President of Stocktwits, broadcasting live from Singapore. Dive into a rich conversation about the interplay between finance and technology, exploring Shiv's extensive background with tech giants and his current role at Stocktwits. This episode offers valuable insights into the evolution of digital communities in trading and what the future holds for financial technology platforms like Stocktwits. 🔗 Important Links: 👉💸Get Scott's Weekly Watchlist For Free Here: https://secure.prospertradingacademy.com/bauer-weekly-wl-stoappt?utm_source=YouTube 👉💸Get A 1-on-1 Option Strategy Session With Scott's Team H...
2024-06-27
25 min
Money Happy Hour
Episode 60: Stocktwits, A Refreshingly Positive Financial News Site
Send us a textStocktwits is a premier financial news and investing site that has been in existence for over 15 years. Meet Tommy Tranfo, Head of Community to learn what sets Stocktwits apart. 17 years and 5 million users strong delivering daily market current events in a refreshingly informative and fun way, absent the gloom and doom.Follow Stocktwits and Tommy TranfoStocktwits on X @StocktwitsStocktwits Socials https://linktr.ee/stocktwits_socialTommy Tranfo on X @@tctranfoContact The Savings CaptainX @SavingsCaptainInstagram @thesavingscap...
2024-02-07
34 min
Money Tree Investing
Stocktwits Interview with Rishi Khanna
Great interview this week with Stocktwits COE Rishi Khanna. We discuss how Stocktwits is changing the face of investing. We discuss Ai, deep fakes, Web3, decentralized ownership, investor sentiment, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stocktwits-rishi-khanna
2023-10-27
1h 11
Fintech Impact
StockTwits with Rishi Khanna | E284
Jason talks to Rishi Khanna, CEO of StockTwits. It is a social media platform for the retail investing and trading community, known for inventing the cash tag. Rishi talks about his vision involving horizontal expansion to become a global platform and vertical expansion into diverse asset classes, while leveraging the culture of money and markets and the significance of live interactions.Episode Highlights01:00: StockTwits has expanded beyond U.S. stocks to cover Canadian equities, Indian equities, cryptocurrencies, and other assets.01:16: The company aims to provide a highly engaging place for global investors to connect, learn...
2023-07-11
26 min
Startup Savant
Building a 8 Million User Community: Stocktwits CEO, Rishi Khanna
#68: Rishi Khanna, CEO of Stocktwits, joins the podcast to discuss the trials and triumphs of user-generated communities. They discuss the recent Reddit API turmoil, how Rishi’s role as CEO helped facilitate Stocktwits’ growth to over 8 million users, and the secret behind building an activated user community you can monetize.Stocktwits Links: https://stocktwits.com/https://stocktwits.com/rkhannahttps://twitter.com/rkhannahttps://www.linkedin.com/in/rishikhanna/Startup Savant Links:https://startupsavant.com/podcasthttps://www.youtube.com/@StartupSavantPodcast/https://www.instagram.com/startupsavantpodcast/https://www.linkedin.com/company/startup-savant/
2023-07-05
51 min
Fintech Family Hour
Rishi Khanna, CEO at Stocktwits
We're back, folks! On this episode we welcome Rishi Khanna, CEO of Stocktwits, to discuss how the company came to be, his experience as CEO, and the challenges within maintaining Stocktwits' unique brand and voice through hypergrowth. Rishi also dishes on the Hedge Fund world, how New York City shaped him into the man he is today. Enjoy!Helpful Links:StocktwitsRishi on TwitterConnect with Zach:ForFintechsake.comFollow Zach on TwitterConnect with Zach on LinkedInSu...
2023-02-02
1h 00
Invest Like a Boss
250: Social Investing with Stocktwits CEO Rishi Khanna
Derek interviews Stocktwits CEO Rishi Khanna to talk about social investing, how Stocktwits can help you invest smarter and how they are evolving. Then Derek and Johnny catch up with their travels and Johnny has an update on his status to get back into Ukraine. Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, Rishi was Managing Director at SS&C GlobeOp at SS&C Technologies Holdings Inc, where he had overall responsibility for sales, product, operations and strategic direction of a number of...
2022-10-13
1h 14
Bank On It
Episode 497 Rishi Khanna from Stocktwits
This episode was produced remotely using the ListenDeck standardized audio & video production system. If you're looking to jumpstart your podcast miniseries or upgrade your podcast or video production please visit www.ListenDeck.com. You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Rishi Khanna, CEO of Stocktwits. Stocktwits is a real-time financial communications platform for the financial and investing community. Rishi has a wide breadth of experience in fi...
2022-04-05
35 min
Wharton FinTech Podcast
Rishi Khanna, CEO of Stocktwits - Facilitating a Global Conversation for Individual Investors
Anirudh Singh sits down with Rishi Khanna, CEO of Stocktwits. The two discuss Rishi's lessons learned as a serial entrepreneur, the benefits of social trading, international expansion at Stocktwits, meme stocks, NFTs, and much more. Rishi Khanna: Rishi Khanna is the CEO of Stocktwits, the original social platform for individual investors and traders with 6M registered members. Before Stocktwits, Rishi was Managing Director at SS&C GlobeOp at SS&C Technologies Holdings Inc, where he had overall responsibility for sales, product, operations and strategic direction of a number of businesses serving the alternative assets industry. In 2007, Rishi co-founded and served...
2022-03-14
32 min
The VCpreneur: Startups | Venture Capital | Entrepreneurship | Fundraising
EP#53 Shiv Sharma – Building Stocktwits in India, pioneering social finance & cracking a new market with an established product
In this episode, Shiv Sharma (VP International, Stocktwits), joins our host Digjay, to talk about his path leading up to Stocktwits, the reducing gap between startups from India & The Silicon Valley, making the switch from venture capital to the operating side, how Stocktwits is building the world’s largest social finance app, leveraging community to drive financial literacy, why now is the right time for the company to enter India, launching a product in a new market & importance of collaborating with local partners when doing so. Founded in 2008, Stocktwits is the world's leading social network and community of...
2022-02-27
37 min
Confessions Of A Market Maker
Episode #50- Troy Prince & Howard Lindzon: Stocktwits co-founder & Wall St bound team up for charity poker tournament
Wall St Bound founder- former equities & prop trader Troy Prince- joins forces with Stocktwits and its co-founder Howard Lindzon; to host Stocktwits first ever charity poker tournament to raise money for Troy's non-profit Wall Street Bound. In this episode, current market and trading climate is discussed; the resiliency of the market, despite the hardships of 2020; Troys mission with Wall Street Bound; and the over emphasis on the technical side of tradingLinks to donate, and/or participate in Stocktwits 1st ever charity poker tournament: https://www.wallstreetbound.org/https://chipsforcharity.stocktwits.com/
2020-11-18
55 min
Hustle Sold Separately
How to Make Better Decisions In Business & Life w/Howard Lindzon (Entrepreneur, Co-Founder and Chairman of StockTwits, Investor and Author)
Wanna know the keys to making good decisions in life and in business? Matt @mattgottesman sits down with Howard Lindzon (Entrepreneur, Co-Founder and Chairman of StockTwits, Investor and Author) and they go all in on the keys to making better decisions in your life, some of the 10 most important decisions you’ll make, the rise of the Internet and what it really means for opportunities and entrepreneurship, the power of 1-person companies, having 100 superfans, how now is a great time to have special purpose, having domain experience in your field creates trust and respect from others, investing in people wh...
2020-08-12
1h 19
Squashing the Market with Bill Ullman
Ian Rosen - CEO of StockTwits
Bill talks with Ian Rosen (CEO,Stocktwits) about being a CEO, the success of Stocktwits, and what skills are most important when running a fintech.Produced by Sam Swanson. Music by Alex Atchley.
2019-09-05
22 min
Options Insider Radio Interviews
Entering the Bloody Brokerage Waters With StockTwits
Our guest today is Ian Rosen the CEO of Stocktwits. Mark and Ian discuss: - Why the heck is StockTwits launching a brokerage service? - What sets TradeApp apart from the many other brokers out there? - How do they plan to make money with zero commissions and zero payment for order flow? - What products will be available on Trade App at launch? - When can we expect options? -How are the new Premium Rooms faring? Are people lining up to pay for rooms? - Why did they raise the...
2019-05-22
43 min
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)
Natural Language Processing at StockTwits with Garrett Hoffman
In this episode, we’re joined by Garrett Hoffman, Director of Data Science at Stocktwits. Stocktwits is a social network for the investing community which has its roots in the use of the $cashtag on Twitter. In our conversation, we discuss applications such as Stocktwits’ own use of “social sentiment graphs” built on multilayer LSTM networks to gauge community sentiment about certain stocks in real time, as well as the more general use of natural language processing for generating trading ideas.
2018-10-25
50 min
Rebank: Fintech Analysis
Financial Markets and Network Effects with StockTwits
Dan Ramsden is the Chief Financial and Strategy Officer of StockTwits. StockTwits is a social media platform designed for sharing ideas between investors, analysts and traders. Founded in 2009, the company has been called one of the "50 best websites" by Time Magazine and one of the "top 10 most innovative companies in finance" by FastCompany. StockTwits has 3 million monthly active users, who spend an astonishing 51 minutes per day on the platform, on average. I thought this conversation was fascinating. Dan is an extremely insightful and eloquent guy with broad intellectual interests and years of experience in markets. The discussion covers a range of top...
2018-05-07
43 min
Rebank
Financial Markets and Network Effects with StockTwits
Dan Ramsden is the Chief Financial and Strategy Officer of StockTwits. StockTwits is a social media platform designed for sharing ideas between investors, analysts and traders. Founded in 2009, the company has been called one of the "50 best websites" by Time Magazine and one of the "top 10 most innovative companies in finance" by FastCompany. StockTwits has 3 million monthly active users, who spend an astonishing 51 minutes per day on the platform, on average. I thought this conversation was fascinating. Dan is an extremely insightful and eloquent guy with broad intellectual interests and years of experience in markets. The discussion covers a range of top...
2018-05-07
43 min