Send us a text

The Stock Jocks look back on the stocks featured in recent episodes ($COIN, $CRWV, $DOCU, $PLTR, $DDOG, $APP, $PATH, $META, $TWLO, $CRWD ). To the shock of all, Gordon AGAIN takes the Just the Tips stock-picking crown (relative long performance: 34% vs. S&P) based on his prescient insight on $CRWD and $META.

Send us a text

Recorded 5/26/2025. The Stock Jocks debate whether Uber continues to have abundant growth opportunities, or if autonomous vehicles present an existential threat. The Jocks also reflect on the Q1 earnings season, AI ($NVDA, $SMCI, $CRWV, $NBIS), tariffs and the stock market outlook.

Send us a text

The Stock Jocks kick off Episode 20 (recorded 5/4/2025) with a little “locker room talk” on whether they’re buyers or sellers of the recent stock market recovery after the post “Liberation Day” sell-off. This episode’s bull/bear discussion focuses on cryptocurrency specialist Coinbase ($COIN), with Bruce as Bull and Gordon as Bear.

Send us a text

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 the Bear case that Coreweave will inevitably be “boxed out” by other cloud players. In the news, we riff on the recent (and massive) tariff-driven market dip and whether investors should buy or sell it.

Send us a text

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 revenue growth into the teens, while Bruce plays the “negative Nancy” and presents the Bear case. In the news, we hit tariffs and DOGE, the Wiz acquisition and regulatory environment for M&A, $CRWV and the IPO market, $PATH and $RBRK earnings.

Send us a text

In our final “jail bait” number-ed 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 ($PLTR). As we go to publication, Palantir is falling on budget cuts at the Pentagon! Some timely (and timeless!) stuff found herein - as always, lovingly packaged in adults-only (yet childish) bravado and buffoonery. In the news, we discuss the long-term implications of DeepSeek, closed vs. open models, and who will ultimately capture the economic value in AI ($NVDA, $SMCI, OpenAI ($MSFT), $GOOG). George reiterates his positive view on $APP (AppLovin').

Send us a text

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 ($SHOP), AppLovin ($APP) and Datadog ($DDOG). We address key questions such as: Is $SMCI still the psychotic ex-girlfriend, or has she changed? Should we let her move back into our hearts and our portfolio? (Gordon insists this metaphor has nothing to do with his pending 2nd divorce.) Is $APP the most under-covered tech story out there? Is $DDOG a “buy” after its recent miss? Will Gordon work out his issues in therapy or repeat the cycle of destruction in his personal life?

Send us a text

In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerating new customer acquisition.