Tag: AI

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StockSavvyShay avatar Shay Boloor @StockSavvyShay ·
20h 1961807824725635101

THE NEW MAG 7 OF AGENTIC AI

Stage one of AI was all about hardware -- servers, GPUs, and the scaffolding. Stage two is applications: embedding intelligence directly into the workflows, infrastructures, and physical systems that run trillion-dollar economies.

This is where true…

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StockSavvyShay avatar Shay Boloor @StockSavvyShay ·
21h 1961792966852510157

4 months ago I said skip the old Mag 7 -- $NVDA, $MSFT, $GOOGL, $META, $AMZN, $TSLA -- & buy what I believe is the new Mag 7 for AI’s next era.

Since then:
• $MDB +99%
• $NET +95%
• $PLTR +69%
• $SNOW +65%
• $TSLA +34%
• $AXON +29%
• $CRWD +13%

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StockSavvyShay avatar Shay Boloor @StockSavvyShay ·
22h 1961783670689439843

HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025

1. $MP +356%
2. $PGY +297%
3. $OKLO +247%
4. $HOOD +179%
5. $OPEN +178%
6. $IREN +170%
7. $NBIS +147%
8. $CELH +139%
9. $OUST +133%
10. $ASTS +132%
11. $ONDS +129%
12. $JMIA +125%
13. $TEM +125%
14. $RBLX +115%
15. $PLTR +107%

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TheBoysInvest avatar Investing with the Boys @TheBoysInvest ·
29 Aug 1961413527882928172

NVIDIA: Is This the Top? | IWTB 21

Hosts | @samsolid57 @StockSavvyShay @LogicalThesis

00:40 The Main Event $NVDA
09:49 1996 or 1999? $QQQ $VIX
16:28 The Obsession of Calling the Top $SPY
26:01 Rate Cuts, Inflation, and Equities $TLT $IWM
37:28 Small Caps & Housing Stocks $XHB…

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Welcome to Daily Rip Live with Jordan and Michael Nauss, CMT as they break down the end-of-August market action, earnings movers, and what to watch heading into September. This week brought big swings across indices, Nvidia’s post-earnings fade, a rotation into small caps, and some surprising pops in names like Snowflake, EchoStar, and Nio. Jordan and Michael dig into what these moves mean, how to handle seasonality as we head into September, and why even “fart coin” is still a risk-on signal. Here’s what went down: 📈 August Trading Surprises Jordan traded every day this month—rare for him—and shares why August’s “bad reputation” didn’t hold this year. 💻 Nvidia Earnings Recap Nvidia dipped on earnings with analysts flagging soft data center guidance, but the stock’s still strong. Michael explains why the days of shocking earnings beats are likely behind Nvidia. 📊 Rotation into Small Caps IWM and equal-weight indices outperformed as large-cap tech lagged. Michael breaks down what that breadth shift means. 💥 Earnings Movers Affirm ripped 14% after crushing revenue guidance Snowflake popped 20% on strong enterprise demand CrowdStrike beat but guidance disappointed EchoStar soared 76% on a spectrum deal with AT&T Nio jumped 10% on a JPMorgan upgrade 🌍 Macro and Fed Watch EU/US trade talks saw rare progress on tariffs, PCE data landed in line, and Fed drama with Lisa Cook’s removal case added volatility. 🪙 Crypto & Speculation From XRP’s MasterCard launch to fart coin as a retail risk-on barometer, Jordan and Michael talk sentiment in the wildest corners of the market. 🍂 Seasonality Ahead August was strong, but Michael reminds traders September is historically weak. Both share strategies to stay humble, manage risk, and reset expectations. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Jordan Lee - https://stocktwits.com/AceTheKid Lia The Trader - https://stocktwits.com/tradingmindsetanddata Michael Nauss - https://stocktwits.com/MichaelNaussCMT Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 51:47

Welcome to Daily Rip Live with Jordan Lee and Michael Nauss!

Join Our Community! https://stocktwits.com/

Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Jordan Lee - https://stocktwits.com/AceTheKid
Lia The Trader - https://stocktwits.com/tradingmindsetanddata
Michael Nauss - https://stocktwits.com/MichaelNaussCMT

Subscribe to The Daily Rip Newsletter for your end of day market recap: https://thedailyrip.stocktwits.com/

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi44QjI0MDE3MzFCMUVBQTkx

Nvidia Fades, Small Caps Rip, and Snowflake Surges | Daily Rip Live

Stocktwits August 29, 2025 9:59 pm

Welcome to Daily Rip Live with Katie Perry and Evan Medeiros as they sit down with Alex King from Cestrian Capital Research to dig into Nvidia’s market dominance, retail investor activism, and the future of crypto tokenization. Alex breaks down why Nvidia is still the “big dog” of AI, how its monopoly might eventually crack under power demands and pricing pressure, and why ARM and Broadcom could chip away at its lead over time. He also explains how institutions quietly accumulate positions, why following big money beats fighting it, and how retail activism around Opendoor may signal a new era in shareholder engagement. And for those watching the crypto space, Alex lays out why Ethereum and tokenization could be the next big frontier, why Solana has a role to play, and how institutional adoption is reshaping the rules of the game. Here’s what went down: 💻 Nvidia’s AI Monopoly Why its margins, developer ecosystem, and dominance make it a beast, and why power consumption and pricing could eventually bring it down. 📉 Option Sellers Win Earnings drama creates easy premium collection for market makers, while retail traders get lured into “drama trades.” 📊 Following Big Money Alex explains volume-by-price accumulation, Wyckoff cycles, and why retail investors should track institutions instead of fighting them. 🏠 Opendoor Activism How Eric Wu and retail investors are pressuring the board, why the CEO’s exit was a watershed moment, and why ignoring retail might be unsustainable. 🪙 Ethereum, Solana, and Tokenization Why Alex believes Ether is key to the tokenization boom, how Solana fits into a multi-chain world, and why Peter Thiel’s bets on crypto shouldn’t be ignored. 🌊 Old World vs. New World From AI monopolies to crypto tribes, Alex argues the internet is reshaping power dynamics in markets—and retail needs to learn how to ride the wave, not fight it. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Evan Medeiros - https://stocktwits.com/evanmedeiros Alex King - https://stocktwits.com/CestrianCapitalResearch Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 1:1:16

Welcome to Daily Rip Live with Katie Perry, Evan Medeiros and Alex King!

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Evan Medeiros - https://stocktwits.com/evanmedeiros
Alex King - https://stocktwits.com/CestrianCapitalResearch


Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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Nvidia’s Monopoly, Opendoor Activism, and Ethereum's Crypto Future with Alex King

Stocktwits August 28, 2025 10:07 pm

Welcome to Daily Rip Live with Katie Perry, Tom Bruni, and Austin Hankwitz as they dive into the wild mix of markets, memes, and megacaps on this jam-packed Nvidia earnings day. From Taylor Swift and Travis Kelce’s engagement hitting prediction markets to Cracker Barrel’s logo drama and the latest action in financials, small caps, and cybersecurity, the crew covers it all. Here’s what went down: 🎤 Taylor & Travis Take Over Wall Street Prediction markets are buzzing with bets on the Swift-Kelce wedding. FanDuel and CME Group are partnering, opening the door to new event-based contracts and fueling a new “degenerate economy” for traders. 🏦 Financials Break Out IAI and XLF are ripping as retail trading, lower rates, and prediction markets drive optimism in Goldman Sachs, Schwab, Morgan Stanley, and more. Are financials the next 12–24 month winners? 📈 Nvidia Earnings Watch Nvidia reports after the bell, with investors watching for China updates, new chips, and reassurance around the AI spending cycle. The community is bullish but cautious as bubble talk lingers. 🛡️ CrowdStrike & Snowflake Earnings Cybersecurity and cloud AI are in focus. Will CrowdStrike keep dominating SentinelOne? Can Snowflake’s AI-driven Cortex product deliver the growth story? 👕 Retail Shakeups: Abercrombie, American Eagle, and Cracker Barrel Abercrombie slips while Hollister surprises with 19% growth. American Eagle doubles down with Travis Kelce. And Cracker Barrel’s logo reversal sparks a meme-stock moment. 🏡 Opendoor & Housing Markets Retail traders push Opendoor into the spotlight as hedge fund manager Eric Jackson leads a shakeup. But with housing affordability at record lows, can iBuying survive? 📊 Small Caps & Global Rotation Traders eye a breakout in the Russell 2000, rotation into financials and consumer stocks, and potential value plays in China. 🎉 Stocktoberfest 2025 Tom Bruni shares how the event changed his career and why you should join the community in Coronado this October. Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Tom Bruni, CMT - https://stocktwits.com/BruniCharts Austin Hankwitz - https://x.com/austinhankwitz Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 57:50

Welcome to Daily Rip Live with Katie Perry, Austin Hankwitz, and Stocktwits Editor-in-Chief Tom Bruni.

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Tom Bruni, CMT - https://stocktwits.com/BruniCharts
Austin Hankwitz - https://x.com/austinhankwitz

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi4wM0I0QUQ0RDU2REQxNjJC

Nvidia ($NVDA) Earnings Preview, CrowdStrike ($CRWD) & Snowflake ($SNOW), Plus Cracker Barrel Chaos

Stocktwits August 27, 2025 10:08 pm

Welcome to Daily Rip Live with Katie Perry, Jake Wujastyk, and Jerremy Newsome as they dive into a packed Tuesday trading session. From Cracker Barrel’s rebrand backlash to Alibaba’s pre-earnings setups, Opendoor’s wild 10x run, and Tesla’s uptrend momentum, the crew breaks down the charts and trading strategies you need to know right now. Here’s what went down: 🥞 Cracker Barrel Chaos A new logo sparks investor outrage and a 15% slide in the stock. Jeremy and Jake chart whether CBRL has more downside ahead or if this is a bounce opportunity. 💹 Alibaba Earnings on Deck Jake’s long-standing bullish call on BABA is paying off. With earnings looming, the team debates whether the rally continues and how to manage call positions into the print. 🏠 Opendoor’s Explosive Run From 50 cents to nearly $6 in a month, OPEN is front and center. Jeremy explains why interest rates may drive the next leg, while Jake shares his preferred entry levels. 📡 ONDS, UP, and Mean Reversion Trades From tattoos to technicals, ONDS has been a money-maker for the duo. Jake highlights why UP could follow a similar setup with potential for another big move. 🕹️ Unity, Zeta, Sezzle & Tesla Jeremy shifts focus to companies with fundamentals, pointing to Unity Software’s growth, Zeta’s bullish setup, Sezzle’s discount, and why Tesla remains a buy-the-dip machine. 🌿 Tilray & the Dash for Trash Cannabis names are perking up, but Jeremy warns this could be a sign of a short-term market top as retail piles into beaten-down plays. 🏌️ Stocktoberfest Preview The crew shares excitement for Stocktoberfest in Coronado this October, markets, golf, and connecting with the trading community IRL. Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Jake Wujastyk - https://stocktwits.com/Jake__wujastyk Jerremy Newsome - https://stocktwits.com/newsomenuggets Subscribe to The Daily Rip Newsletter for your end of day market recap: https://thedailyrip.stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 1:0:17

Welcome to Daily Rip Live with Katie Perry, Jerremy Newsome and Jake Wujastyk.

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Jake Wujastyk - https://stocktwits.com/Jake__wujastyk
Jerremy Newsome - https://stocktwits.com/newsomenuggets

Subscribe to The Daily Rip Newsletter for your end of day market recap: https://thedailyrip.stocktwits.com/

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi41NEI5MkYxNzc0MDczQUUw

Opendoor ($OPEN) 10x Run, $BABA Bull Case, and Why Tesla ($TSLA) Keeps Climbing

Stocktwits August 26, 2025 10:05 am

Welcome back to Daily Rip Live with Katie Perry as she’s joined by Bloomberg Quant Researcher Steve Hou and Carson Group Chief Market Strategist Ryan Detrick for a jam-packed market session. From Powell’s last Jackson Hole speech to stagflation fears, inflation strategies, and Nvidia’s upcoming earnings, today’s conversation covers everything investors are watching heading into Labor Day. Here’s what went down: 📉 Powell’s Dovish Pivot at Jackson Hole Markets rallied after Powell signaled the Fed is ready to cut rates, but Steve Hou argues the speech wasn’t much different from July. Is the first move always wrong? ⚠️ Jobs Weakness and Fed Legacy Powell acknowledged downside risks in the labor market and hinted at policy shifts. What does that mean for his legacy and September’s Fed meeting? 💡 Stagflation Risks and Structural Inflation Steve breaks down his “Four Ds” of inflation, deglobalization, demographics, debt, and decarbonization, and how investors can position in a stagflationary environment. 📊 Hedging With Inflation-Resilient Stocks Steve shares research showing which sectors and companies perform during inflation surprises, with tech surprisingly leading the way. 📆 Market Strength & Fed Cuts Ryan highlights rare “90-90 days” and what history tells us about waiting periods between Fed cuts. His takeaway: global bull market momentum is alive and well. 🤖 Nvidia Earnings on Deck Steve and Ryan debate whether Nvidia continues to set the tone for AI or if industrials and other sectors are quietly taking leadership. 🥞 Cracker Barrel Controversy From Fed pivots to hashbrown casseroles—the crew weighs in on Cracker Barrel’s logo changes and what it means for legacy brands in a world where everyone’s a marketing critic. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Katie Perry - https://stocktwits.com/StocktwitsKP Ryan Detrick - https://stocktwits.com/RyanDetrick Steve Hou - https://x.com/stevehou0 Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 59:37

Welcome to Daily Rip Live with Katie Perry and special guests Ryan Detrick and Steve Hou!

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Katie Perry - https://stocktwits.com/StocktwitsKP
Ryan Detrick - https://stocktwits.com/RyanDetrick
Steve Hou - https://x.com/stevehou0

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi43RjU3NEIyMjFBMEIxQ0ZF

Powell’s Last Jackson Hole, Stagflation Fears, and Nvidia Earnings Ahead

Stocktwits August 25, 2025 10:05 pm

Welcome to Daily Rip Live with Jordan, Michael Nauss, and Lia The Trader as they break down a wild week in markets heading into Jerome Powell’s Jackson Hole speech. From hedge funds getting squeezed on crowded trades to the latest in small caps, AI names, and crypto, the crew dives deep into where the next big moves could come from. Michael highlights why hedge funds running the long QQQ/short IWM trade may be blowing up, why micro caps are suddenly ripping, and how positioning data reveals the next potential squeeze. Jordan covers tariffs, sector performance, and why Nvidia’s $4T valuation might be hitting its ceiling. Lia shares her trades on AMD, Nvidia, Coin, ELF, and more, while also digging into caller strategies, biotech, and retail names. Here’s what went down: 💥 Hedge Fund Pain Trade Michael explains how the long QQQ/short IWM pair trade is unraveling and why forced liquidations could drive a bigger move. 📉 Market Recap & Powell Looms Markets slipped ahead of Powell’s Jackson Hole speech, with energy holding up while tech lagged. 🍽️ Cracker Barrel Rebrand Backlash The crew reacts to CBRL’s logo change and why it sparked comparisons to Bud Light-style PR flops. 🌯 Chipotle, Walmart, and Retail Rotations Chipotle struggles despite drone delivery tests, Walmart vs Target divergence, and rotation opportunities across retail. 💻 Nvidia at $4T, Intel Setup, and AI Trades Is Nvidia tapped out? Michael and Jordan debate whether the next explosive moves are in Intel, Robinhood, or other beaten-down bases. 💊 Ozempic, Myostatin Inhibitors, and Biotech Momentum The panel dives into Novo Nordisk, Lilly, and the future of health drugs that could transform markets and lifestyles. 📊 Bitcoin, Ethereum, and Crypto Rotation BTC stalls at $113K while ETH shows strength. Michael explores whether the torch is shifting to Ethereum, Solana, and altcoins. 🎲 DraftKings, Prediction Markets, and YOLO Stocks DraftKings’ push into prediction markets, Boeing’s China deal, and why fund managers may be chasing “dash for trash” setups. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Jordan Lee - https://stocktwits.com/AceTheKid Lia The Trader - https://stocktwits.com/tradingmindsetanddata Michael Nauss - https://stocktwits.com/MichaelNaussCMT Subscribe to The Daily Rip Newsletter for your end of day market recap: https://thedailyrip.stocktwits.com/ Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 56:19

Welcome to Daily Rip Live with Jordan Lee, Michael Nauss, and Lia The Trader!

Jordan Lee - https://stocktwits.com/AceTheKid
Lia The Trader - https://stocktwits.com/tradingmindsetanddata
Michael Nauss - https://stocktwits.com/MichaelNaussCMT

Subscribe to The Daily Rip Newsletter for your end of day market recap: https://thedailyrip.stocktwits.com/

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

6 0

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Hedge Funds Blowing Up as Powell Looms | Daily Rip Live

Stocktwits August 22, 2025 10:00 pm

Daily Rip Live with Katie Perry and Shay Boloor welcomes Dr. Eric Jackson, founder, president, and portfolio manager at EMJ Capital, for a no-BS breakdown of his Opendoor thesis, the playbook for an asset-light pivot, and why retail’s “Open Army” might force the board’s hand. We also hit miners morphing into AI infrastructure, assumable mortgages as a policy unlock, and yes, the Drake meme that’s taken over FinTwit. With Opendoor at a crossroads, Eric lays out how the company can ditch balance-sheet risk, go marketplace first, and potentially earn software-like economics. From a personally bold $82 target to a dream CEO pick in Travis Kalanick, this one is packed with strategy, math, and memes. Here’s what went down: 🏠 Asset-Light Opendoor, Not iBuying Forever Eric argues Opendoor should exit house-flipping risk, go capital light, and become the transaction rails of real estate, connecting sellers, buyers, agents, and capital partners, taking fees across mortgage, title, escrow, and services. 📊 The Math Behind the $82 Target Using forward sales and a Carvana-style re-rating, Eric maps a path where marketplace economics, not flipping, support a multi-bagger. He cites a scenario where converting a slice of Opendoor’s 1.5 million annual seller requests with a modest take rate could print serious free cash flow. 🧠 Data Is The Moat Seller intent data is the crown jewel. Beyond transaction fees, Eric and Shay discuss licensing insights and building internal AI capability, keeping economics in house rather than handing them to third-party platforms. 👤 Who Should Be CEO Eric’s dream hire is Travis Kalanick, a builder obsessed with speed, regulation, and global scale. He wants founder-level urgency back, plus influence from OGs like Keith Rabois at the board level. 🧾 Policy Unlock, Assumable Mortgages Make more mortgages assumable to unfreeze housing mobility, reduce effective costs without stoking inflation, and increase bidder pools for stuck markets. 📣 Retail Power, The Open Army From Discord deep dives to WallStreetBets callouts, Eric says retail holders have surfaced the opportunity, and large institutions could follow if governance changes. 🦉 Carvana As A Compass Carvana’s journey, from left-for-dead to re-rated on forward metrics and high-margin attach, is Eric’s comparative blueprint for Opendoor’s potential. 🕺 Drake, Toronto, And Virality The meme campaign to get Drake to own a share is sticky, fun, and surprisingly effective at amplifying the retail movement. ⚡ Miners → AI Compute Eric’s other high-conviction ideas include Iren and Cypher, Bitcoin miners building massive, low-cost power footprints to serve AI and HPC demand, with speculation around future hyperscaler partnerships. 💬 Inside Baseball DMs with leadership, interim CEO Shrisha, and board names come up, alongside candid thoughts on activism, board silence, and institutional holders. This episode is presented by Surf Air Mobility $SRFM. Check them out at https://www.surfair.com/ or add them to your Stocktwits Watchlist: https://stocktwits.com/symbol/SRFM Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Shay Boloor - https://stocktwits.com/ShayBoloor Katie Perry - https://stocktwits.com/StocktwitsKP Eric Jackson - https://x.com/ericjackson Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 1:1:06

Welcome to Daily Rip Live with Katie Perry, Shay Boloor and special guest Eric Jackson!

This episode is presented by Surf Air Mobility $SRFM. Check them out at https://www.surfair.com/ or add them to your Stocktwits Watchlist: https://stocktwits.com/symbol/SRFM


Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

Where to find the Daily Rip Live hosts on Stocktwits:
Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Eric Jackson - https://x.com/ericjackson

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi5ENjg2QjQ3OTVDOUE2QzYw

Opendoor’s ($OPEN) $82 Blueprint, Eric Jackson’s Asset-Light Play, and Miners Pivoting to AI

Stocktwits August 21, 2025 10:05 pm

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and Tom Bruni as they dig into an AI scare, a value rotation under the surface, defense charts rolling over, housing signals from Home Depot, and crypto’s next move. With Jackson Hole on deck, the team breaks down why sentiment feels fragile, what a VIX pop could mean, and how sectors like healthcare, staples, utilities, and real estate are positioning if the pullback continues. Plus, Target leadership news, Chamath’s new SPAC, Gemini’s IPO filing, and why ETH at 3,900 is the line to watch. Here’s what went down: 🧠 AI Jitters, Mega Cap Spend Continues A report stirs fear that most AI tools are underperforming, yet Meta, Microsoft, Amazon and friends are still pouring in hundreds of billions, and recent earnings showed real margin expansion from AI efficiencies. ⚠️ VIX Pop, Seasonal Weakness The VIX has touched 20 in 12 of the last 13 months, and thin August liquidity makes every dip feel worse, setting the stage for a shakeout before sentiment resets. 🔁 Rotation to Value, Healthcare Heat Under the hood, value pockets hold up while growth leaders wobble. Healthcare names and IHF had sharp rebounds, with UNH ripping, and Buffett chatter adding fuel, though the short term pop may be spent. ✈️ Aerospace and Defense Cool Off ITA surged ~55 percent off the April lows, but momentum diverged and it started to roll. Palantir’s swift drop sparks debate, with Shay pushing back on comparisons to Databricks or OpenAI as apples to oranges. 🛒 Consumer Check, Target and Walmart Target’s leadership shakeup, tariffs in the mix, and retail remains company specific. Walmart is on deck, and the tape is watching consumer resilience closely. 🔐 Cybersecurity Update Palo Alto’s print was solid, founder and CTO departures raise questions, and the platform buy vs build debate continues, with CrowdStrike praised for fast, organic module expansion. ₿ Crypto Signals ETH’s breakout retest near 3,900 is pivotal for risk appetite, Bitcoin lost short term momentum after a hot inflation print, and a 200-day check near 100k remains in play while the longer term trend holds. 🧾 SPACs and IPOs Chamath is back with a $250M “American exceptionalism” SPAC, met by widespread retail skepticism, and Gemini files to go public as crypto activity heats up. 🎯 Where to Look Next If the pullback deepens, Tom flags Staples, Utilities, and Residential REITs, with water utilities inside XLU, ticker PHO, as an interesting pocket. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Shay Boloor - https://stocktwits.com/ShayBoloor Katie Perry - https://stocktwits.com/StocktwitsKP Tom Bruni, CMT - https://stocktwits.com/BruniCharts Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 58:38

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and Tom Bruni.

Where to find the Daily Rip Live hosts on Stocktwits:
Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Tom Bruni, CMT - https://stocktwits.com/BruniCharts

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi5DQTIzMEQyQTJBNDA4ODdF

VIX pops, Healthcare Heats Up, Is a 5% Pullback Next?

Stocktwits August 21, 2025 1:32 am

Welcome to Daily Rip Live with Katie Perry and Shay Boloor as they sit down with social arb trader and Dumb Money co-host Chris Camillo to break down how AI is shaking up Google’s core business, why advertisers should be paying closer attention to search data, and what it means for investors tracking the next wave of winners and losers. This episode is presented by Surf Air Mobility $SRFM. Check them out at https://www.surfair.com/ or add them to your Stocktwits Watchlist: https://stocktwits.com/symbol/SRFM Chris shares why 2025 is shaping up to be his second-best trading year ever, how AI-driven queries are distorting Google Trends data, and why he believes investors need more transparency around how Google monetizes AI-induced clicks. The conversation dives into the ripple effects for advertisers, retail traders, SaaS companies, and even names like Palantir and Duolingo as AI rewrites the rules of the game. Here’s what went down: 📈 Chris Camillo’s Second-Best Trading Year Ever Chris explains how AI-driven change is creating unprecedented trading opportunities and why social arbitrage is thriving in 2025. 🔎 Google Trends Disrupted by AI LLMs are warping Google’s search data, creating anomalies that could mislead investors and advertisers. Chris lays out the risks. 💰 AI Queries and Google AdWords Are advertisers unknowingly paying for AI-induced clicks? Chris questions Google’s transparency on how AdWords handles LLM-driven traffic. 🌐 Distribution Shift: Google vs OpenAI Chris explains why ChatGPT’s distribution power could eventually challenge Google’s dominance, and how the landscape might change fast. ☁️ SaaS Winners and Losers From Duolingo to DevOps, Chris and Shay debate which software companies AI will strengthen and which are most at risk of being replaced. 📊 Palantir and Stage Two AI Winners Shay and Chris discuss Palantir’s meteoric run, the Citron short report, and how the next stage of AI adoption could redefine valuations. Join Our Community! https://stocktwits.com/ Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/ Where to find the Daily Rip Live hosts on Stocktwits: Shay Boloor - https://stocktwits.com/ShayBoloor Katie Perry - https://stocktwits.com/StocktwitsKP Chris Camillo - https://stocktwits.com/DumbMoneyTV Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ 59:26

Welcome to our special guest Chris Camillo @DumbMoney

Join Our Community! https://stocktwits.com/
Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/

This episode is presented by Surf Air Mobility $SRFM. Check them out at https://www.surfair.com/ or add them to your Stocktwits Watchlist: https://stocktwits.com/symbol/SRFM

Where to find the Daily Rip Live hosts on Stocktwits:
Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Chris Camillo - https://stocktwits.com/DumbMoneyTV

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

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YouTube Video UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi43MjE3M0ZBOUE4MjY1QTA1

The Truth About Google, AI, and Advertising with Chris Camillo

Stocktwits August 19, 2025 10:05 pm

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