Episode 29: $APPF Evict or Renew this Landlord's Fav Stock? Artwork

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."

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Just the Tips (by the Stock Jocks)

Episode 29: $APPF Evict or Renew this Landlord's Fav Stock?

November 28, 2025 • The Stock Jocks • Season 1 • Episode 29

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Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics.

What We Cover:

🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending.

💻 Nvidia's Monster Quarter - Despite crushing earnings expectations with $57 billion in revenue, the stock sold off. We analyze what this means for AI infrastructure investing and whether it's still a buy.

🏢 The Vertical SaaS Showdown - Our main event features a head-to-head battle over AppFolio ($APPF). George makes the bull case for this property management platform trading at attractive valuations, while Bruce argues it's growth-at-an-unreasonable-price. Luca breaks the tie as guest referee.

Key Debates:

Will AI destroy or enhance vertical SaaS businesses?
Are lower gross margins the new normal for AI-powered companies?
Can legacy software companies defend their moats against next-gen AI competitors?
Is Google finally catching up in the AI race with Gemini 3.0?

Plus: College football rivalries, holiday photo strategies, and dad jokes courtesy of George's button.

Stock Tickers Discussed: NVDA, APPF, GOOGL, MSFT, ORCL, PLTR

Disclaimer: This podcast is for educational purposes only and is not financial, investment, or legal advice. Always consult with a qualified professional before making investment decisions.