Just the Tips (by the Stock Jocks)
Three Wall Street and Silicon Valley insiders (your friendly neighborhood Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector. Think "All-In", minus the sweater vests and tech bro culture (sorry if that hit a little close to home) -- plus a little of that locker room "spice."
Laugh. Love. Trade. Win!
Podcasting since 2024 • 19 episodes
Just the Tips (by the Stock Jocks)
Latest Episodes
Episode 19: $CRWV (Coreweave): “Weaving” Sweet AI Dreams…or Nightmares?
The Stock Jocks provide the bull/bear takes on recent IPO Coreweave ($CRWV). Gordon plays the role of Bull, pitching that fears about AI “poster child” Coreweave’s sustainable competitive advantage are unfounded. In contrast, George presents th...
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Season 1
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Episode 19
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1:06:20
Episode 18: $DOCU: Dissecting Docusign
The Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM) business can be a “second act” that re-accelerates reven...
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Season 1
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Episode 18
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1:14:04
Episode 17: $PLTR: Palan-cheers or Palan-tears? (Palantir)
In Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir ($PLTR). As we go to publication, Palantir is falling on bud...
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Season 1
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Episode 17
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1:08:32
Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG
In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($SMCI), Twilio ($TWLO), Shopify ($SHOP), AppLo...
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Season 1
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Episode 16
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32:22
Episode 15: $DDOG: Doin’ it Data-Doggy-Style
In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidate...
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Season 1
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Episode 15
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54:48