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!
Episodes
19 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
Episode 14: $APP: AppLovin’ It, or AppShovin’ It?
In Episode 14 (recorded December 29, 2024), The Stock Jocks give their bull/bear treatment to high-flying mobile marketing specialist AppLovin ($APP). Gordo hosts, George, as El Toro, argues $APP can leverage AI to meet already high St...
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Season 1
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Episode 14
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59:29
Episode 13: UIPath ($PATH): Generative AI Loser or Ultimate Winner?
In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Ge...
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Season 1
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Episode 13
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49:59
Episode 12: $META: Giving the World an AI Enema
In Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the virtues of “Fonzi Zuck”, George takes the role of “negative n...
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Season 1
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Episode 12
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59:08
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Episode 11: Where Are They Now? Looking Back on Our “Tips”
The Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first Just the Tips stock-picking crown based on his prescien...
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Season 1
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Episode 11
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58:52
Episode 10: $TWLO (Twilio): Catch a Falling Knife???
The Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and Bruce playing the bear. In our news segment, we h...
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Season 1
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Episode 10
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1:20:18
Episode 9: $CRWD: Flipping the Bird (Crowdstrike)
In Episode 9 (recorded September 12, 2024), the Stock Jocks give their bull/bear treatment to security powerhouse Crowdstrike ($CRWD), purveyor of the Falcon platform (hence the episode title, “Flipping the Bird”. So clever and on-brand!) We be...
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Season 1
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Episode 9
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1:37:20
Episode 8: $ON is giving us an Onsemi
In Episode 8 (recorded August 11, 2024), the Stock Jocks give their bull/bear treatment power semiconductor specialist Onsemi ($ON). Bull Gordon gets into a virtual “sword fight” with co-host George, who puts on his bear suit (very much unlike ...
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Season 1
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Episode 8
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1:12:41
Episode 7: Shopify ($SHOP) Till You Drop
In Episode 7 (recorded June 28, 2024), the Stock Jocks give their bull/bear treatment to e-commerce specialist Shopify ($SHOP). Bull George (a proud owner of $SHOP) shameless “talks his book” and tries to convince us the put some $SHOP shares i...
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Season 1
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Episode 7
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1:29:18
Episode 6: Bustin´a Nut(anix) -- $NTNX
In a blissfully more succinct Episode 6 (recorded June 16, 2024), the Stock Jocks give their customary bull/bear treatment to hypeconverged infrastructure specialist Nutanix ($NTNX), which, turns out, is not a breakfast cerea...
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1:07:09
Episode 5: $RBRK: Crossing the Rubrik-on
In Episode 5 (recorded May 19, 2024), the Stock Jocks give their customary bull/bear treatment to recent IPO and data security specialist Rubrik ($RBRK). Bruce takes his turn as moderator as Gordon makes the case that the stock is just too chea...
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Season 1
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Episode 5
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1:48:26
Episode 4: Is $LULU a "Lemon", or a "Peach"? Deep Dive into the Master of Yoga Pants!
In Episode 4 (recorded 4/21/2024), we address a topic that is near and dear to Gordon’s heart: the master of yoga pants, Lululemon Athletica ($LULU). As per our usual format, we give $LULU the bull/bear treatment, with Georgie (he started...
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Season 1
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Episode 4
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1:26:29
Cake by the (Digital) Ocean ($DOCN)
In our third episode, we take a walk on the “small cap” side and debate the “bull” vs “bear” side of DigitalOcean ($DOCN), which currently sits squarely in the “IPO Class of 2021” bargain bin. Should DigitalOcean be thrown back (next to Leprech...
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Episode 3
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1:08:16