Tag: OpenAI

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StockSavvyShay avatar Shay Boloor @StockSavvyShay ·
13h 1982022481201320230

THE TOP GROWTH PERFORMERS OF 2025

1. $OKLO +541%
2. $IREN +541%
3. $OPEN +398%
4. $MP +354%
5. $CIFR +345%
6. $NBIS +323%
7. $NVTS +294%
8. $QBTS +289%
9. $HOOD +275%
10. $ASTS +249%
11. $PL +237%
12. $EOSE +230%
13. $QS +224%
14. $PGY +213%
15. $ONDS +191%

Image for the Tweet beginning: THE TOP GROWTH PERFORMERS OF Twitter feed image.
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FuturumEquities avatar Futurum Equities @FuturumEquities ·
23 Oct 1981334806769053864

$INTC just showed the 18A turnaround is real with Panther Lake hitting ~53K OpenCL points which is about a 25% graphics jump over Arrow Lake H.

Intel says CPU performance improves 50% vs Lunar Lake with 40% better efficiency which means this is starting to show up in product…

Image for the Tweet beginning: $INTC just showed the 18A Twitter feed image.
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FuturumEquities avatar Futurum Equities @FuturumEquities ·
23 Oct 1981304740819407169

$IBM is saying the first error corrected quantum computer is coming by 2028 & real customers like HSBC & Vanguard are already getting performance gains from their systems.

$AMD partnership plus Europe’s new Quantum System Two shows this is becoming global infrastructure.

Image for the Tweet beginning: $IBM is saying the first Twitter feed image.
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FuturumEquities avatar Futurum Equities @FuturumEquities ·
22 Oct 1981070190436839517

$GS says China’s lithography tech is two decades behind $ASML.

With full control of EUV, ASML is the toll collector every $TSM & $NVDA wafer passes through to build the next wave of AI chips.

Image for the Tweet beginning: $GS says China’s lithography tech Twitter feed video.
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danielnewmanUV avatar Daniel Newman @danielnewmanUV ·
20 Oct 1980065025281704317

The argument that all the AI Capex is only creating the revenue of OpenAI (and LLMs) is such a silly bear argument and just more bubble nonsense FUD.

$META $GOOGL $TSLA $AMZN $MSFT have been building and using AI for years to optimize products and services. To deliver…

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StockSavvyShay avatar Shay Boloor @StockSavvyShay ·
18 Oct 1979518685996781825

THE TOP 15 GROWTH PERFORMERS OF 2025

1. $OKLO +669%
2. $IREN +518%
3. $MP +418%
4. $QBTS +356%
5. $OPEN +348%
6. $NVTS +311%
7. $NBIS +310%
8. $CIFR +304%
9. $ASTS +296%
10. $HOOD +249%
11. $PL +224%
12. $EOSE +209%
13. $RGTI +204%
14. $ONDS +197%
15. $PGY +185%

Image for the Tweet beginning: THE TOP 15 GROWTH PERFORMERS Twitter feed image.
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FuturumEquities avatar Futurum Equities @FuturumEquities ·
16 Oct 1978925540397420657

$IREN has ~3 gigawatts of secured power dedicated to its data centers.

What makes this even more important is that power is quickly becoming the new currency of the AI economy.

GPUs are useless w/o energy & hyperscalers don’t have dedicated power infrastructure at this scale.

Image for the Tweet beginning: $IREN has ~3 gigawatts of Twitter feed image.
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The New GPU Economy

  • AMD, Nvidia, OpenAI, TSMC, xAI
  • Daily Signal

A Turning Point Hidden in the AMD + OpenAI Pact

  • AMD, OpenAI
  • Daily Signal

Why OpenAI Is Now Running on Google’s Chips

  • Google, OpenAI
  • Daily Signal

Here’s the Real Winner of the Microsoft-OpenAI Breakup

  • Microsoft, OpenAI
  • Daily Signal

Is OpenAI coming for Palantir?

  • OpenAI, Palantir
  • Daily Signal

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Good morning, Stocktwits crew — Happy Friday! CPI came in hot and futures exploded, pushing markets to fresh highs right out of the gate. Jordan and Lia break down Tesla’s monster reversal, what gamma walls are telling us, how to treat gap-up days (hint: sometimes the best trade is no trade), and where swing traders can still find clean setups. Here’s what went down: CPI Pop & Index Check: Futures ripped ~180 handles on the number as markets pressed all-time highs. Translation: tough day for fresh intraday longs; know your playbook at highs. Tesla (TSLA): Textbook reversal—down ~5–6% post-earnings before ripping green. Lia flags the $400 area (JAX/weekly support) as the line in the sand; under there invites a gap fill toward $375. Upside supply sits near $471; big Jan call flow even out to four digits (speculative!). “Know Your Mode”: Day trade vs swing vs invest. Don’t let a day trade morph into a bag hold. If a 2% dip ruins your day, you’re too levered. Quantum Complex (IONQ, QBTS, RGTI): These ran thousands of percent and then cracked hard. Lia’s view: trade them, respect stops, and expect deeper resets before any next leg. RGTI looks best technically; break levels and prior highs matter. Netflix (NFLX): Post-earnings dump into a monthly “bull zone.” Jordan likes the swing if the range holds; lose it and he expects a trip toward prior lows. Lia’s bias is cautious given she bought far lower in 2022. Levered Singles: Jordan rotates a HOOD swing via HOOG (2x) and eyes NFLU (2x NFLX) for the Netflix idea. Manage risk; these move fast. Earnings Wrap: Intel beat on EPS/revenue (foundry still red); Ford warned about a supplier fire impacting F-150 output; Deckers missed on sales. It’s all about guidance from here. Next week is mega: MSFT, META, GOOGL… plus FOMC on the same day. Buckle up. Rates & The Fed: They pull up probabilities and discuss the path to cuts and the backdrop for risk. Big point: policy + labor trends + QT/QE expectations will steer volatility. Lia’s Spec Basket (trade ideas, not investments): BITF: Wave-5 potential toward $7–8; note hedge-fund interest (Jane Street avg $5.29). CIFR: Jan in-the-money calls; crypto seasonality into Nov can help. Riot/MARA: Heavy overhead supply—patience required. ARCT “Arcad” (drones), MVIS, GSAT (ASTS sympathy): Breakout/retest setups; trade with stops. GOOGL: Clean breakout; Jan call walls show path possibly toward round numbers. UPS: Seasonal into the holidays—Lia targets $98–100. TLT: In from ~86; May 90c; watching a gamma zone near 95. (All sized small; stops honored. Time is money.) Crypto Macro: Lia’s losing patience with ETH’s chop; prefers BTC longer-term but expects retests (50–60k some time out). Jordan keeps DCA’ing but wants bigger back-tests in 2025. 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 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/ 39:06

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

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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/

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CPI Pop, Tesla Rips, and Lia’s Swing-Trading Playbook ($BITF, $CIFR, $UPS, $TLT)

Stocktwits 21 hours ago

Welcome to Daily Rip Live with Katie Perry & guests William Rhind, CEO of GraniteShares, Alex King, and Yimin Xu! This episode is brought to you by GraniteShares! 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 William Rhind - https://x.com/willrhind Alex King - https://stocktwits.com/CestrianCapitalResearch Yimin Xu - https://x.com/yxinsights 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/ 1:2:42

Welcome to Daily Rip Live with Katie Perry & guests William Rhind, CEO of GraniteShares, Alex King, and Yimin Xu!

This episode is brought to you by GraniteShares!

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
William Rhind - https://x.com/willrhind
Alex King - https://stocktwits.com/CestrianCapitalResearch
Yimin Xu - https://x.com/yxinsights

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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🟡 DAILY RIP LIVE PRESENTED BY GRANITESHARES - WITH KATIE PERRY & WILLIAM RHIND CEO OF GRANITESHARES

Stocktwits October 17, 2025 7:12 pm

Welcome to Daily Rip Live with Katie Perry as she sits down with Opening Bell Daily co-founder Phil Rosen — one of the sharpest voices covering markets and investor psychology today. From Trump’s Truth Social posts moving markets to the rise of AI infrastructure investing and the retail revolution in real time, Phil and Katie break down what’s really driving sentiment, strategy, and volatility right now. Here’s what went down: 🧠 Trump’s Macro Influence Phil reveals how Trump’s Truth Social posts are moving the VIX and S&P in perfect inverse correlation — and why traders are learning to take him at his word. 📈 Retail vs. Wall Street Institutional money is finally catching on: retail investors aren’t just meme stock traders anymore. They’re engineers, mechanics, and coders with sharper instincts than many pros. 💰 Gold, Bitcoin, and the Dollar Phil explains the “debasement trade” — why both gold and stocks are rising, and why this unusual correlation signals confidence, not panic. ⚙️ AI Boom: Bubble or Evolution? Phil breaks down how AI giants like Nvidia, Microsoft, and OpenAI are cross-investing in ways that blur the line between customer and supplier — and why this isn’t a bubble, it’s a new kind of industrial era. ⚡ The Power Play From uranium to hydrogen, Phil’s “Best Ideas Club” has been doubling the S&P 500 by betting on the energy stocks powering the AI economy. 🔬 Quantum, Hype, and Moonshots Are quantum startups the next big thing — or just the next speculative frenzy? Phil weighs the risks and rewards of betting early on the future of computing. 📚 History Lessons from 1929 Phil shares insights from Andrew Ross Sorkin’s new book 1929 and why comparing it to 2025 might miss the point — today’s businesses are bigger, stronger, and more resilient than ever. Don’t miss this conversation — it’s a masterclass in connecting headlines, data, and human behavior in markets that never sleep. This episode is brought to you by GraniteShares! 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 Phil Rosen - https://x.com/philrosenn 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/ 43:53

Welcome to Daily Rip Live with Katie Perry and guest Phil Rosen!

This episode is brought to you by GraniteShares!

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
Phil Rosen - https://x.com/philrosenn

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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AI, Energy, and the Debasement Trade: Inside Phil Rosen’s Market Playbook

Stocktwits October 15, 2025 6:47 pm

Welcome back to Daily Rip Live with Katie Perry and quant strategist Steve Hou of Bloomberg, broadcasting straight from the hustle of the Bloomberg atrium. Today’s episode dives deep into the geopolitics driving markets — from rare earth minerals and trade wars to AI spending and the U.S. banking boom. Here’s what went down: 🌏 U.S.–China “Negotiated Divorce” Steve explains how the global economy is now defined by national loyalties — chips vs. minerals — as the U.S. restricts exports of advanced semiconductors while China controls nearly all global rare earth refining. ⚙️ The New Industrial Policy Jamie Dimon’s $1.5T initiative to finance “Invest in America” projects signals Wall Street’s alignment with Washington’s national priorities — defense, AI, and infrastructure. 💰 Bank Earnings Beat Goldman Sachs and JP Morgan crushed expectations, powered by volatile trading, dealmaking, and massive capex spending across AI and defense sectors. 🪙 AI Boom, Uneven Jobs Despite record data-center spending, manufacturing jobs are still shrinking. Steve warns of a “K-shaped” economy where capital soars while wages stagnate. 🥇 Gold, Crypto, and Alternative Assets Gold’s rally continues — even outpacing Bitcoin — as investors chase safety amid global uncertainty. Meanwhile, tokenization goes Jurassic: a company is IPO’ing a dinosaur fossil for retail investors. 📉 Shutdowns, Tariffs & Bubbles With the U.S. government in gridlock and new China sanctions on shipbuilding, Steve breaks down what could trigger the next market correction — and why “this bubble might have legs.” 🎟️ Stocktoberfest Shout-Out Big thanks to our partners at GraniteShares — title sponsors for Stocktoberfest, the investing festival of the year. This episode is brought to you by GraniteShares! 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 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/ 43:00

Welcome to Daily Rip Live with Katie Perry and Steve Hou

This episode is brought to you by GraniteShares!

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
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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Katie Perry & Bloomberg’s Steve Hou on Trade Wars, Gold, and Tokenized Dinosaurs

Stocktwits October 14, 2025 6:49 pm

Welcome to Daily Rip Live with Katie Perry and Olivia Voznenko (Voz) — coming in hot on a manic Monday, October 13th — as markets rebound after a wild Friday sell-off that left both equities and crypto markets slapped. The crew breaks down the fallout from a 100% tariff threat on Chinese exports that sent the S&P down 2.7%, NASDAQ off 3.6%, and traders scrambling to find footing. Voz takes us inside the charts, showing how every technical floor broke before consolidation set in — and why today’s bounce needs to stick or “the bears take over.” Here’s what went down 👇 📉 Tariff Shock & Market Fallout A fiery 509-word post from the top set off global panic and triggered a market-wide sell-off. Voz breaks down the technical damage — from broken moving averages to the “broadening top” signaling momentum loss — and what levels traders need to watch to stay bullish. 💸 Crypto’s Margin Meltdown Friday wasn’t just about stocks. The biggest liquidation event since 2021 wiped out $18B across altcoins as over-leveraged traders got crushed. Bitcoin dropped 8%, Ethereum 6%, and Voz explains why crypto’s lack of leadership spells more volatility ahead. 🌎 Rare Earths Rally With new 100% tariffs on Chinese exports targeting rare earths, U.S.-based miners like USAR and AREC saw big volume spikes. Katie breaks down what rare earths actually are — and why the U.S. push for mining independence has Washington and Wall Street rushing to catch up. 🏦 JPMorgan’s $1.5 Trillion Power Play Jamie Dimon announced a massive national security and manufacturing initiative — $1.5T in loans and investments over the next decade — betting on energy, defense, and infrastructure as America’s new economic backbone. ⚡ Energy & Battery Stocks Surge Voz spots big technical setups in Bloom Energy (BE) after a deal with Brookfield, and Solidion Technologies (STI) after unveiling new AI-focused battery systems. STI even halted mid-show from heavy volume — a trader’s dream setup in real time. 🥇 Gold & Silver Go Old School With volatility rising, traders rotated into metals. Gold eyes $5,000/oz (per BofA’s bold call), silver channels its inner 2011 Kesha energy, and Voz breaks down why both metals could keep running as safe-haven trades. 💵 The Dollar Trade Forget AI — Voz makes the contrarian case to short the dollar (UUP) into next month, calling it “either genius or like running a marathon in flip-flops.” 🔥 Bonus: TTRX IPO Watch Fresh IPO Turn Therapeutics (TTRX) rocketed from under $10 to $50 in its debut. Voz flags it as a future comeback trade once markets stabilize. This episode is brought to you by GraniteShares! 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 Olivia Voznenko - https://x.com/thevoz4real?lang=en 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/ 53:47

Welcome to Daily Rip Live with Katie Perry, and Olivia “Voz” Voznenko!

This episode is brought to you by GraniteShares!

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
Olivia Voznenko - https://x.com/thevoz4real?lang=en

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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From Rare Earths to Gold: The New Trade War Winners

Stocktwits October 13, 2025 6:59 pm

Welcome to Daily Rip Live with Jordan, Michael Nauss, and Lia the Trader as they wrap up the week with a full market breakdown — from record-high silver and rare earth mania to gold’s monster run and the return of trading legend Lia. Friday kicked off calm, but volatility made a comeback as traders digested everything from a U.S.–China rare earth standoff to the latest earnings movers like Delta, Pepsi, and Tilray. Meanwhile, traders are chasing wild swings in metals, miners, crypto plays, and quantum stocks — and learning when to take the win before the next bear sneaks up. Here’s what went down: 💥 Silver Rockets to All-Time Highs Silver blew past $51 an ounce as China imposed new export licensing on rare earths, fueling a rush across critical metals. Gold cooled slightly, but the setup for another leg higher is there if the dollar rolls over. ⚙️ Rare Earth & Defense Mania CRML, TMQ, MP, and REMX all surged as traders bet on Trump-era defense and energy independence themes. Lia and Michael broke down why these “new oil” trades could define 2025. 📊 Earnings Recap Delta beat on profits but sold off on weak follow-through, Pepsi’s candle showed institutional buying, Tilray shocked with a swing to profit, and Levi’s lagged despite a beat — proving not every stock gets to ride the bull wave. 🚀 Crypto & AI Crossovers Lia dove into positions in RIOT, MARA, and BITF — miners reinventing themselves as AI compute players — while Arcad, USAR, and MetaX led the new “Trump trades.” 🧠 Trading Psychology & Euphoria Check The crew talked about managing gains, knowing when luck beats skill, and why the best traders know when to step aside before markets turn. 🎉 Stocktoberfest Is Coming Jordan and the Wolf team will be live in California for Stocktoberfest, sponsored by GraniteShares — expect energy, insights, and maybe a few celebratory drinks. 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/ 1:1:51

Welcome to Daily Rip Live with Jordan Lee, Michael Nauss, CMT and Lia the Trader.

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/

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Trading the New Oil: Rare Earths, Riot, and Gold’s Next Move

Stocktwits October 10, 2025 7:07 pm

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and Jake Wujastyk, joined today by Alex King and Yimin Xu of Cestrian Capital Research for a powerhouse macro and markets rundown — from the Bitmine short report to gold’s breakout, Ethereum’s next leg, and why leverage might be the real market killer heading into 2025. Here’s what went down: 📉 Bitmine vs. the Bears Cestrian’s Alex King breaks down the Kerrisdale short report on Bitmine and why it might be “right, but not disastrous.” He explains how Tom Lee’s capital markets savvy keeps the stock trading at a premium — and what happens when the “flywheel” finally slows. 💎 Ethereum’s Wall Street Takeover Alex argues Ethereum has been boomerized — captured by institutions as tokenization accelerates. His take: demand rises as supply tightens, with ETH potentially heading toward $5,500–$6,500 before the next correction. 🥇 Gold’s Parabolic Move & Liquidity Lag Yimin Xu dives into gold’s massive run — up 50% this year — and why it’s signaling deeper market anxiety. He connects the dots between global liquidity, Treasury saturation, and why Bitcoin may lag gold by months before catching up. 📊 NASDAQ Momentum & The Leverage Trap Alex and Shay warn about an over-leveraged retail market heading into year-end. A correction toward Q’s 540–565 would be normal — but they stress: “If a 2% dip makes you sick, you’re too levered.” 💬 Retail Psychology & Staying Ice Cold “Investing is a job, not a personality test,” says Alex. The team discusses emotional discipline and how AI-driven signals can help traders stay “cold as ice.” 🧘‍♂️ Macro Outlook: Caution Into 2025 From Fed policy and liquidity vacuums to stock–gold twin peaks, Yimin warns the next 12 months could bring a liquidity crunch — but not before one more everything rally. Plus, Jake returns from Hawaii to talk WeBull (BULL), China plays (JD, BABA, BIDU), and why emotion-free trading still wins. This episode is brought to you by GraniteShares! 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 Jake Wujastyk - https://stocktwits.com/Jake__wujastyk Alex King - https://stocktwits.com/CestrianCapitalResearch Yimin Xu - https://x.com/yxinsights 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/ 59:57

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, Jake Wujastyk & special guests Yimin Xu & Alex King of Cestrian Capital!

This episode is brought to you by GraniteShares!

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
Jake Wujastyk - https://stocktwits.com/Jake__wujastyk
Alex King - https://stocktwits.com/CestrianCapitalResearch
Yimin Xu - https://x.com/yxinsights

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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Gold Soars, Bitmine Shorted, and the Market’s Leverage Problem

Stocktwits October 9, 2025 7:07 am

Welcome to The Daily Rip Live with Katie Perry and Shay Boloor — your morning market rip through Wall Street’s wildest moves, fresh headlines, and a few too many caffeine experiments. Today, the crew covers IBM’s new Anthropic partnership and what it says about legacy tech’s AI revival, Tesla’s price cuts and questionable marketing teasers, and the shocking gold rally that’s outpacing just about everything. Plus, Domino’s gets a “brand refresh,” meme stocks get their own ETF (ticker: $MEME), and NVIDIA’s Jensen Huang drops fresh comments on compute demand and China’s energy play. Here’s what went down: 💡 IBM Doubles Down on AI with Anthropic IBM unveiled major upgrades to WatsonX Orchestrate — tackling governance, hybrid cloud friction, and developer productivity. Katie and Shay debate whether old-school moats like IBM’s mainframes can hold strong in the AI era. 🚀 AI Hype vs. Reality Shay warns investors not to blindly chase 10x names and explains why patience (and dry powder) are key as valuations stretch across the sector. ⚡ Tesla’s Price Cut “Reveal” Tesla dropped a cinematic teaser — only to unveil stripped-down, cheaper Model 3 and Y versions. Katie calls out the “hype with no bite,” while Shay compares it to LeBron’s fake retirement announcement. 🍕 Domino’s Gets a Makeover Domino’s tweaks its logo and boxes — but is it a harmless refresh or a warning sign? Katie dives into the brand psychology behind the move. 🥇 Gold’s Record Run Gold surges past $4,000/oz — up 51% this year — as investors hedge against shutdown chaos, inflation, and fading trust in the dollar. Shay calls it the “agent of chaos” trade that’s here to stay. 🛰️ Space Race: Verizon x AST SpaceMobile Verizon inks a deal with ASTS to beam cell service from orbit, boosting Shay’s small-cap portfolio (and ego). He breaks down why space may be the next multi-trillion-dollar economy. 🧠 Jensen Huang’s “Compute Economy” NVIDIA’s CEO says global compute demand is skyrocketing. Shay explains the new “GPU financing” model — where chips are becoming as valuable as cash. ☕ Banana Cold Foam Gone Wrong Katie braves a banana protein cold brew from Starbucks and instantly regrets it. This episode is brought to you by GraniteShares! 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 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/ 47:28

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and guest host Tom Bruni!

This episode is brought to you by GraniteShares!

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 - https://stocktwits.com/BruniCharting

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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IBM’s AI Revival, Space Stocks Soar, Gold Hits Records, and Meme Stocks Get an ETF

Stocktwits October 8, 2025 6:53 pm

Welcome back to Daily Rip Live with Katie Perry and Shay Boloor — your favorite morning market rundown for October 7th. Today’s vibe: chill markets, wild headlines, and the countdown to Stocktoberfest (just 13 days away 👀). Here’s what went down: 🍺 Constellation Brands Keeps Pouring Modelo’s parent company beat on earnings but trimmed full-year guidance. Even with macro pressure and aluminum tariffs, STZ shares popped 3%. Meanwhile, McUltra dethroned Modelo as America’s favorite beer — and yes, Katie has thoughts. 📱 AppLovin Under SEC Fire The SEC is probing AppLovin over data collection practices after a massive rally this year. Shares fell 14% Monday, and Shy breaks down how the mobile ad giant might’ve poked the bear — aka Apple and Meta. 📊 ICE Bets on Polymarket The New York Stock Exchange’s parent company took a $2B stake in prediction market Polymarket, valuing it near $8B. Shy calls predictive markets “the new source of truth” — where money doesn’t lie. 💾 Dell’s AI Renaissance Dell boosted its long-term growth outlook as AI server demand surges. Shy sees an underappreciated re-rating opportunity — and Katie points out that the ’90s tech names like Dell, Intel, and Texas Instruments are back in the AI chat. 🧠 Deloitte x Anthropic Deal Half a million Deloitte employees are getting access to Claude. The irony? This comes the same week Deloitte got busted for using AI-fabricated citations in a report. Katie calls it “the best day ever for one Anthropic salesperson, and the worst for one Deloitte consultant.” 💰 Crypto Meets Insurance Bitcoin life insurance startup Meanwhile raised $82M, with Sam Altman among backers. Plus, gold’s still holding near record highs as traders hedge against fiscal uncertainty. 🎯 Shy’s Closing Playbook Now’s the time to “get in the lab,” build your conviction list, and prepare for the next pullback. “AI, space, nuclear, quantum — none of these secular growth themes are slowing down,” he says. This episode is brought to you by GraniteShares! 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 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/ 45:43

Welcome to Daily Rip Live with Katie Perry & Shay Boloor!

This episode is brought to you by GraniteShares!

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

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 UExMQkU1cnB5YTBBcE9aNGxTMlV3X0c2bWRIbXMwVnNiNi40QUQ5MEY1QTZCMzdFNkNC

ICE Buys Into Polymarket, AppLovin Probed, Dell’s AI Surprise

Stocktwits October 7, 2025 6:50 pm

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