Stonkcast

GoPro just posted its best week ever — the camera maker is merging into an AI and defense play.The stock jumped 105% in five days after GoPro agreed to merge with Starman Optical, a U.S. optical-transceiver maker tied to AI infrastructure. Shareholders get $285 million in cash — about $1.14 a share — plus roughly 10% of the combined company, and the deal clears around $92 million in debt. YouTuber Markiplier's 8.5% stake helped set it off. We run the real math on what those shares are actually worth once the deal closes, then get into the bond market's warning to the bull rally, PwC's $31.6 trillion AI-buildout forecast, and the jobs data Thursday and Friday that could move all of it.📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Sam Badawi joins Stonkcast to break down how he actually evaluates a company — fundamentals first, technicals for timing. Most investors open a 10-K and drown. Sam walks through where he actually begins, what matters and what to ignore, and how he layers the charts on top to time it. Then where he sees the market heading into year-end. Sam hosts The Solid Report and runs Stock Talk Insider. https://x.com/Sam_Badawi https://www.youtube.com/@Sam_Badawi 📅 New episodes every Sunday & Wednesday — market prep, momentum plays, and trade ideas. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice.

Nancy Pelosi disclosed a major Intel buy: 10,000 shares and 50 long-dated call options.She bought after Intel already ran 150% this year, with calls that run to 2027. The quarter was strong — revenue up 25%, margins nearly doubled — but the stock's at 87x forward earnings with a Wall Street "Hold." I walk through exactly what she bought, give you my verdict on whether to follow her into Intel and the price level I'm watching, then test the whole trade against Fed Chair Kevin Warsh's hawkish Jackson Hole speech and the sharp jump in September rate-hike odds. Plus Nvidia's blockbuster quarter and the margin number that's the real story.📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Nvidia's CFO guided 70% growth and called it supply-constrained — the stock jumped 4% in seconds.Nvidia dipped on the print, then ripped the moment CFO Colette Kress spoke on the call: ~70% revenue growth guided for fiscal 2028, nearly double the Street, with demand running past even that. Brandon unpacks why "supply-constrained" is the most bullish phrase in tech, whether the 4% pop is real or priced to perfection, and the one Mag 7 name he'd buy before Nvidia here — why Meta just cleared a ~$16.7B legal overhang, and why July's inflation print keeps the Fed boxed in. Plus the data and earnings that move markets through Friday.📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Kyle traded at SMB Capital, one of the best-known prop firms in the country, and joins Stonkcast to break down how he actually did it.We get into how he got into the markets, what it was really like inside a professional prop firm, and the risk management most retail traders never learn. Then his approach today, how he's using AI in his process, and where he sees markets heading through the rest of 2026.Disclosure: Kyle runs the affiliate program for Stock Analysis, a tool I use and am part of.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Nvidia reports Wednesday, and it's fallen after earnings four straight quarters even after beating.Nvidia's fiscal Q2 is the biggest event of the week, and it hits Wednesday alongside the July PCE inflation report and the second estimate of Q2 GDP. The Street is looking for about $92 billion in revenue and a gross margin near 75% — but after four straight post-earnings selloffs, the question is whether a beat even matters anymore.I walk through the numbers that count, the Blackwell-to-Rubin transition, and the China H200 situation, then lay out exactly how I'd trade the setup — my levels and the two other names on my list this week, including the one I'm buying. Plus Jackson Hole, Fed Chair Warsh on Friday, and Canada's new 50% tariffs.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Moderna soared 177% after its cancer vaccine with Merck cleared a Phase 3 trial.Merck and Moderna's personalized mRNA vaccine met its primary endpoint in the Phase 3 INTerpath-001 melanoma trial — 1,137 patients, randomized, first positive Phase 3 for any individualized neoantigen therapy. MRNA closed up 177%, MRK up 12.6%, and short sellers lost roughly $4.8 billion.We also get into the software trade finding a floor: Silver Lake's reported $51B takeover talks at Workday have the street rethinking Figma, GitLab and the entire AI-disruption discount.Then the bond market. Treasury doubled its buyback size to $4B per operation, pulling the 30-year off 5.28% — right before July's Fed minutes revealed three officials voted to raise rates.We close with the calendar and earnings still ahead this week.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

The federal government owns 9.9% of Intel — and stakes in 29 other companies.Will Russell served as Special Assistant to the President and Deputy Director of Presidential Advance, briefing President Trump daily and running every leg of his travel. He joins Stonkcast to explain what Washington's $26.7 billion equity portfolio actually is, how a company gets selected, and whether taxpayers are getting a good deal.We cover the Intel stake, the rare earth positions, US Steel's golden share, and the proposal to extend the same model to frontier AI companies — then the harder question of how much say government should have in AI and quantum.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Tom from Crashout Capital joins Stonkcast to talk through the market as it actually sits right now. We get into the AI trade's second wind — what's driving it and whether this leg is different from the last one — plus the Fed setup heading into the fall and what a cut or a hold does to positioning from here. https://x.com/CapitalCrashout 📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=br... 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/... 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

Nvidia just lined up $500 billion in Wall Street financing to fuel the AI chip boom.Jensen Huang unveiled a plan to marshal $500 billion in debt — backed by Goldman, Blackstone, Apollo, KKR, BlackRock and Brookfield — so AI customers like Anthropic and OpenAI can keep buying Nvidia chips, with Nvidia itself backstopping up to a quarter of the deals. We lay out both readings: a powerful flywheel that locks in demand, or circular financing that inflates an AI bubble.That connects directly to Anthropic's looming IPO, which could be one of the largest ever — reportedly valued off a projected $190 to $200 billion in 2028 revenue, roughly four times its current run rate. When a company is priced on numbers years into the future, we walk through what actually has to go right.Then the reality checks: Wednesday's Fed minutes, with rates at multiyear highs and the market unsure whether the next move is a cut or a hike, and Thursday's Walmart results — the clearest read yet on whether the real consumer can support record-high stocks.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Charts — $15 off TradingView: https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

JP — The Agent Trades — joins Stonkcast for a wide-ranging conversation on where the market actually stands right now.We get into the Fed and what the path forward looks like from here, whether the AI trade still has room or is running on fumes, and how a two-decade swing trader is positioning for the next six months.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Charts — $15 off TradingView: https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

SpaceX rallied 6% the week 911 million insider shares came unlocked—no crash in sight.The lockup everyone feared hit on August 6, freeing up to 911.5 million insider shares and more than doubling SpaceX's tradable float. Conventional wisdom said that supply should sink the stock—instead SPCX closed up 6.1%. We break down why, and why December's larger unlock is the one that matters.Then the July jobs report: payrolls fell 23,000 against forecasts near +80,000, while unemployment slipped to 4.1%—but only because hundreds of thousands left the labor force. We unpack why a lower rate is the bad kind here, and how a divided Fed reads a weak labor market with inflation still sticky.Finally, Leopold Aschenbrenner's Situational Awareness—down about 67% in July—doubled down with a $400M bet on stealth chip startup Source Foundry, valued at $5B and taking direct aim at ASML. Conviction, or desperation?📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Charts — $15 off TradingView: https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

SpaceX fell 14% yesterday, and this morning the insider lockup opens.Elon Musk's SpaceX beat on revenue — $7.81 billion, up 92% year over year — and the stock dropped anyway. Capex was the problem: $18.37 billion in the quarter, $15.83 billion of it AI. Retail bought the dip regardless, making SPCX the most-bought US stock of the session.Today the first tranche of insider shares unlocks. I break down what a lockup expiration actually does to a stock, and why SpaceX's unusually small 4% float makes this one different from a normal unlock.Plus: Micron takes DRAM market share from Samsung and SK Hynix, and the S&P 500 posts back-to-back record highs as the AI trade comes back to life.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Charts — $15 off TradingView: https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.📊 The Research Tool I Use: Stock Analysis — free financials, screeners, and valuations for every ticker. Get 10% off your first Pro billing cycle with code STONK. 🔗 https://stockanalysis.com/pro/?ref=brandon5b 🏷️ Discount code: STONK (10% off first billing cycle)🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353🐦 Follow on X: 🔗 http://x.com/StonkcastShow💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I also use. 🔗 https://tradingview.com/?aff_id=154886— Some links above are affiliate/referral links. If you sign up, Stonkcast may earn a commission at no extra cost to you — it helps keep the show running.A 25-year-old ran a $45 billion AI fund. Through June, he was up 439%. In July, he lost 67% — and sold the entire portfolio to Citadel to survive.Three headlines dominated the last week, and they look unrelated. They aren't.Leopold Aschenbrenner's Situational Awareness collapsed from roughly $45 billion to $10 billion in thirty days after leveraged bets on memory chips, power, and neocloud names went the wrong way. His investor letter compared it to a bank run.Meanwhile, Fed Chair Kevin Warsh held rates steady at his second meeting with three dissents against him — and the bond market responded by sending the 30-year Treasury yield to 5.25%, its highest since 2007. Traders now price better than 70% odds of a rate hike in September.And Iranian drones struck Kuwait and Bahrain, hitting Gulf energy infrastructure and pushing Brent crude toward $90.The connection: oil feeds inflation, inflation feeds long-end yields, and long-end yields break crowded leveraged trades. Chipmakers just closed their worst month since 2008. The S&P 500 finished with its first negative July since 2014.Market prep for regular investors. No jargon, no hype.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The half of your portfolio that's supposed to protect you just stopped working. This week stocks and bonds fell together — and the "crash cushion" behind every 60/40 retirement account cushioned nothing.We explain, in plain English, why the safe half of your money isn't safe anymore, and why the timing isn't a coincidence. Apollo economist Torsten Slok has warned the S&P 500 is now a concentrated bet on a few AI giants — a "single point of failure" — and this week that fragility got a live stress test as Big Tech cracked on AI spending.Also on the show: oil back above $88 as the Iran conflict reheats and what it means for gas and inflation, the Core PCE number the Fed is watching, and the Apple and Amazon earnings that could tip the balance.A clear, no-jargon read on a market that's more fragile than the headlines admit.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Full-time trader Kevin — "The Market Bishop" — returns to Stonkcast a year later for a no-hype conversation about how he's actually trading right now. We get into how he finds swing trade setups in this market, why he avoids ICT concepts entirely (and what he uses instead), his honest read on the AI trade, and where he sees the market heading into year-end — plus specific tickers on his watchlist for the week ahead.Whether you're building your own swing strategy or just want a sharp look inside how an experienced trader thinks, this one's worth the listen.In this episode:How Kevin finds swing setups right nowWhy he stays away from ICT — and his alternativeThe AI trade: real demand or overheating?His market outlook for the rest of the yearFollow Kevin "The Market Bishop": X: https://x.com/TheMarketBishop YouTube: https://www.youtube.com/@TailoredTrades📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET.💸 Support Stonkcast: https://paypal.me/stonkcast 📈 $15 off TradingView: https://tradingview.com/?aff_id=154886 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 🐦 X: http://x.com/StonkcastShow 🎥 Watch on YouTube: https://youtube.com/@stonkcast⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Two years ago Wall Street left Intel for dead. This week it posted its fastest revenue growth in over 15 years — a $16.13 billion quarter that beat by 12% and sent shares up as much as 13%. We break down the turnaround, the AI data-center engine now driving most of Intel's revenue, and the foundry losses the bears still point to.Then the risk hiding in plain sight: the 30-year Treasury yield is nearing 5.2%, its longest run above 5% since 2007, with most global fund managers now expecting 6%. We explain why this "boring" bond number is the biggest threat to stock valuations, mortgages, and even Intel's rally — and how new tariffs add pressure.We also preview this week's Federal Reserve meeting, where new chair Kevin Warsh is deliberately keeping investors guessing, and what a quieter, less predictable Fed means for volatility. Plus the mega-cap earnings gauntlet ahead.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353AMD just agreed to invest up to $5 billion in Anthropic, the maker of Claude, while Anthropic commits to buying tens of billions of dollars of AMD chips. We break down this "circular deal" — how these self-funding loops work across AI (Nvidia, Microsoft, OpenAI all do it), why they power the boom, and how to separate real demand from financial engineering, plus what it means for AMD versus Nvidia.Then the opposite end of the market: AMC's "apes" are back after a record quarter driven by Christopher Nolan's "The Odyssey," sending shares up 27%. We cover the blockbuster — and the heavy debt and negative equity the hype is ignoring.We also dig into Alphabet's earnings, the first Magnificent Seven report of the season, including the accounting quirk that can make Google's headline profit look enormous thanks to paper gains on its AI startup stakes rather than its core business. Finally, the earnings gauntlet ahead across big tech.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #AMD #Anthropic #Nvidia #AIStocks #AMC #MemeStocks #Alphabet #Earnings #MidweekCheckIn #Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Semiconductor stocks just entered an official bear market, down 20% from their record — and the trigger is Kimi K3, a new open-source AI model from China that Wall Street is calling "DeepSeek 2.0." This week's Market Prep breaks down what Kimi K3 is in plain English, why cheap open-source AI threatens the AI spending boom, and what the original DeepSeek selloff teaches us about what could happen next.Then: Apple is the world's most valuable company again. We walk through how the "behind on AI" narrative flipped into an AI-winner story, the massive analyst disagreement on the stock, and the billion-iPhone upgrade thesis.Plus a SpaceX update — a scrubbed Starship launch, a break below the IPO price, and the float mechanics driving the wild swings — and your prep for a huge week: nearly 80 S&P 500 earnings reports, headlined by Alphabet and Tesla on Wednesday and Intel on Thursday, with the Fed in its quiet period before the July 29 decision.Stonkcast — the market show for the average Joe.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353SpaceX is down 33% one month after the most hyped IPO in history. On this Midweek Check-In, we break down how the space trade topped, why record money arrived at exactly the wrong moment, and what China's reusable rocket means for SpaceX going forward.Then: SK Hynix hit the Nasdaq less than a week ago and Wall Street already wrapped it in 2x leveraged ETFs. We explain how these products really work, why they're built for traders (not investors), and what the leveraged-ETF explosion tells us about the AI trade — plus the TSMC earnings verdict.Also on the docket: Trump's options for expanding military operations in Iran and what the Strait of Hormuz risk means for oil, energy, and defense names — and your map for the rest of the week: retail sales, jobless claims, Netflix earnings, Friday's data, and Fed Chair Warsh's first testimony.Stonkcast — the market show for the average Joe.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Iran has declared the Strait of Hormuz closed "until further notice," and the US responded with its third round of strikes this week — roughly 140 targets overnight, more than 300 since Wednesday. We break down what actually happened, whether the strait is truly closed, and what it means for oil, gas prices, and markets heading into the new week.Then the corporate war: Apple's blockbuster lawsuit accusing OpenAI of a coordinated campaign to steal trade secrets for its AI hardware — including a retained MacBook, exploited server access, and job interviews allegedly used to extract Apple secrets. We explain the stakes for OpenAI's IPO ambitions and the fractured Apple-OpenAI partnership.We also cover Meta's 15% surge — its best week since early 2024 — and how a platform pivot, a new coding model, and a custom AI chip flipped Wall Street's narrative on its massive spending. Plus the week ahead: June CPI and the kickoff of big-bank earnings.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The US-Iran ceasefire is over. After attacks on tankers in the Strait of Hormuz, US strikes on more than 80 Iranian targets, and reprisals on American bases, President Trump declared the deal finished — and oil surged nearly 6%, its biggest jump in two months. We break down the full sequence, what it means for gas prices and exposed sectors, and why this spike differs from the war's earlier panic.Then the connection almost nobody made: the Fed's June minutes landed the same day, revealing that some officials argued for an immediate rate hike — and naming Middle East tensions and AI-driven demand as the very scenarios that would force higher rates. Both triggers fired this week.We also cover the stealth correction underway in tech: more than two-thirds of tech stocks are at least 20% off recent highs even as headline indexes set records, and we explain what's really happening to the AI trade. Plus the week ahead: June CPI and the kickoff of bank earnings.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Wall Street spent years calling everyday investors "dumb money." Last year, that money traded $5.4 trillion, hit record inflows, and outperformed the professional index funds. We break down how retail took over the market — and the risk hidden in the win that could leave everyday investors holding the bag.Then we cover Warsh's new Federal Reserve: a chair who has cut the Fed's forward guidance and wants investors to interpret the data themselves. We unpack what a quieter, less predictable Fed means for market volatility, interest rates, and your money.We also dig into the AI trade splitting in two — Meta surging while chipmakers tumble — and what that divergence tells us about the AI cycle and the bubble debate. Finally, the week ahead: the jobs report aftermath, the June Fed minutes, and the start of earnings season.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353BlackBerry is back — the former phone giant and 2021 meme stock just hit a 52-week high, up more than 170% this year, this time on real, profitable growth in automotive and "physical AI" software. We break down the blowout earnings, the QNX and NVIDIA story, the Wall Street re-rating, and the valuation risk that comes with a stock priced for perfection.Then we dig into the "Sell America" trade — the year's most popular bet against the dollar, bonds, and US equities — and why American markets keep grinding higher and proving the bears wrong, with a clear read on where stocks, the dollar, and gold stand now.We also cover the Mideast truce cracking again, with attacks on Bahrain and a tanker in the Strait of Hormuz, and what it means for oil. We finish with the week ahead: a holiday-shortened stretch with the June jobs report arriving early on Thursday and markets closed Friday for Independence Day.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Wendy's became the market's loudest story this week, exploding as much as 42% after a viral "Save Wendy's" campaign on Reddit rallied retail traders into one of the most heavily shorted names in the restaurant group. We break down how short squeezes actually work, whether there's a real turnaround underneath the meme, and the traps that make these moves so dangerous in both directions.Then we cover a split-personality market: AI doubts rattled tech early in the week before Micron's blowout earnings — including a massive $50 billion revenue guide — reignited the AI memory trade. We explain why it matters and the hidden "AI tax" quietly raising the price of phones and PCs.Finally, inflation: why a crash in oil prices doesn't mean the inflation fight is over, the lesser-known triggers that could still push the Fed toward a rate hike, and the May PCE report — the Fed's preferred inflation gauge — arriving Thursday morning.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #Wendys #MemeStock #ShortSqueeze #Micron #AIStocks #Inflation #PCE #FederalReserve #MidweekCheckIn #Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353In about ten days, index funds inside millions of retirement accounts will be forced to buy SpaceX — a stock with a tiny float that the S&P 500 just declined to add. To make room, those funds have to sell what they already hold: Apple, Nvidia, Microsoft and the rest.This Market Prep explains how the SpaceX index-inclusion process actually works, the key dates, who's mechanically forced to buy, what gets sold to fund it, and why this kind of setup can become a "sell-the-news" event for anyone chasing the hype.We also cover the macro picture in a quieter post-Fed week, and the Iran story most people misread: Tehran announced it closed the Strait of Hormuz again, yet oil barely moved — we break down why the market has stopped reacting.Finally: June's top-performing sectors and where capital rotated, plus a watchlist look at CEVA, a small-cap positioned for AI's shift to the edge — with an honest look at the risks.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #SpaceX #IndexFunds #401k #Nasdaq100 #Iran #OilPrices #CEVA #EdgeAI #MarketPrep #Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The Fed just flipped from planning a rate cut to threatening a rate hike — in new Chair Kevin Warsh's first meeting. We break down the hawkish dot plot, the deleted "easing bias," and the market's whipsaw reaction.The twist: a US-Iran framework deal sent oil tumbling just two days earlier, undercutting the inflation case the Fed leaned into. We unpack what that collision means for rates, bonds, and your portfolio.Plus: the staggering retail rush into SpaceX (more than the entire Magnificent Seven combined), its $60 billion Cursor acquisition and the new "FAB 10" idea, a macro check on oil and the cracking AI/semiconductor trade, the hidden catch in the Iran deal, and a short trading week with U.S. markets closed Friday for Juneteenth.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #FederalReserve #FOMC #RateHike #SpaceX #Iran #OilPrices #MidweekCheckIn #Stonkcast #AIStocks

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353SpaceX just became the 6th most valuable company on Earth in one of the biggest IPOs ever — and it's still losing money. Does the market's appetite for big speculative bets survive this week's Fed decision?This Market Prep episode covers the SpaceX IPO and what its $1.77 trillion valuation signals about risk appetite, the full macro picture heading into Wednesday's FOMC decision, and why volatility is staying low even with oil near 52-week highs.We also get into the Iran–Israel escalation threatening U.S. peace talks and pushing crude, and the extraordinary government order that forced Anthropic to suspend its two most powerful AI models just days after release — a real-time stress test for the entire AI IPO wave.Plus the week ahead: the Fed's interest-rate decision and dot plot on Wednesday, the Juneteenth market holiday on Friday, and the sectors most exposed to all of it.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #SpaceX #FederalReserve #FOMC #AIStocks #Anthropic #OilPrices #IPO #MarketPrep #Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353SpaceX prices tonight. SPCX trades tomorrow. More than four times the available shares have been bid for, with over $300 billion in demand for a $75 billion offering. This midweek episode is your complete framework for Friday's open — and the macro developments that could define how the first day of trading actually unfolds.Five segments this episode:SpaceX 4X Oversubscribed — The order books closed Wednesday with demand exceeding $300 billion for $75 billion of shares. Pricing is tonight at $135. Morgan Stanley says SpaceX could generate $3.4 trillion in revenue by 2040. Google and Anthropic contracts anchor $26 billion in recurring revenue. Brandon breaks down how retail can get shares through Robinhood, Fidelity, Schwab, SoFi, and E*TRADE, the anti-flipping rules, and his exact framework for approaching the open — including the specific price levels that change the thesis.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, oil, yields, and Bitcoin heading into the biggest IPO day in market history. The backdrop is more complicated than the hype alone suggests.Iran Escalates — Tuesday night, the U.S. struck Iranian radar and surveillance sites near the Strait of Hormuz after Iran shot down an American Apache helicopter. Trump warned the next response will be "far worse." Iran threatened severe retaliation. The Strait of Hormuz is back in active risk territory, which means oil is back in play as a macro lever.CPI 4.2% — Inflation hit its highest level since April 2023 this morning. Energy prices are up 23.5% year-over-year, gasoline up 40.5%. The headline is driven almost entirely by the Iran war's effect on energy. Core CPI held at 2.9%, which is the one soft spot. Brandon connects the dots between today's inflation print, the Fed's tightening bind, and how discount rates affect the SpaceX valuation directly.Friday Watchlist — SPCX first-day trade and what the close price relative to $135 actually signals. Plus oil names on Iran escalation, MRVL bounce thesis, ASTS, and QQQ as the early proxy for Nasdaq-100 inclusion mechanics.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353SpaceX debuts on the Nasdaq this Friday under the ticker SPCX. It's targeting a $1.75 trillion valuation and a $75 billion raise — the largest IPO in the history of capital markets. A viral piece published this week argues that retail investors are being set up as the exit liquidity. This episode tells you everything you need to know before Friday morning.Five segments:SpaceX Exit Liquidity — The full breakdown of how the Nasdaq cut its inclusion window to 15 trading days, how the Russell Index moved to 5 sessions, and how the S&P 500 may waive its profitability requirement — all of which forces passive index funds to buy SpaceX immediately after IPO. Insiders (except Musk, who is locked for a year) can start selling as early as August. SpaceX lost $4.3 billion in Q1 2026 and trades at over 100 times trailing revenue. Brandon breaks down the bull case AND the wealth transfer concern, and gives you a prep framework for Friday.Macro Dashboard — S&P at 7,383. Nasdaq at 25,709. VIX spiked to 21.51. Bitcoin at $61K. Brent crude at $95 on Iran deal progress. Full tape read after the worst week in months heading into one of the most consequential weeks in market history.The $1.8 Trillion Wipeout — Friday's session delivered the Nasdaq's biggest single point drop on record. Broadcom disappointed on AI outlook. Micron fell 13.3%. A hot jobs report — 172,000 payrolls vs an 80,000 estimate — spiked Treasury yields and reignited inflation fears. Brandon explains each piece and what it signals going into SpaceX week.VOO Hits $1 Trillion — Vanguard's S&P 500 ETF became the first ETF in history to cross $1 trillion in assets, crossing the line June 2 with $69 billion in 2026 inflows. Brandon connects this directly to the SpaceX IPO: all of that passive money is about to be required to buy SPCX on index inclusion, which is exactly the forced-buying mechanism the exit liquidity argument is built on.Economic Calendar and Earnings Watchlist — CPI on Wednesday is now critical after Friday's inflation signal. SpaceX prices Thursday, trades Friday. Full watchlist including Adobe, ASTS, MRVL, and AVGO.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Jensen Huang named Marvell the next trillion-dollar company at Computex this week. Marvell's stock posted its biggest single-day gain in 25 years. And as of today, the $25,000 pattern day trader rule — in place since 2001 — is officially eliminated. This midweek episode breaks down everything that matters.Five segments:Marvell's Quarter-Century Run — Jensen Huang's comments at Computex sent MRVL up 32.5% in one session. Backed by a $2 billion Nvidia investment and a blowout Q1 earnings report, Marvell is positioning itself at the center of the silicon photonics transition in AI data centers. Brandon breaks down the thesis, the valuation, and how high this can realistically go.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, Bitcoin, crude oil, and the 10-year yield. The S&P is at all-time highs with RSI flashing overbought. Nonfarm Payrolls on Friday will set the tone for Fed expectations going forward.Optical Stocks — This is the AI infrastructure trade almost nobody is covering. Applied Optoelectronics is up 441% this year. Lumentum up 166%. Coherent up 97%. Huang's "use copper where you can, optics where you must" line at Computex sent all three ripping again. Brandon breaks down the sector, the key names, and the risks.PDT Rule Is Dead — The $25,000 pattern day trader minimum is gone as of today, replaced by a risk-based intraday margin framework. About 95% of day traders still lose money. Earnings and Economic Calendar — CrowdStrike just reported with record ARR growth and a 4-for-1 stock split announcement. Broadcom reports tonight. ADP on Wednesday. Nonfarm Payrolls on Friday. Full preview and watchlist.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353A rocket exploded at Cape Canaveral on Thursday night, and by Friday's close, almost $8 billion in space stock market cap had evaporated. That's the headline — but this week's market prep goes much deeper.Five segments this episode:HUBC — HUB Cyber Security surged 350% in a single Friday session after three major SEC ownership filings revealed investors holding between 9.9% and 35.1% of the company. The market cap is under $200,000. Brandon breaks down what ownership filings actually mean, the low-float momentum mechanics behind the move, and why this kind of story is a lesson more than a trade.Macro Dashboard — S&P 500 at 7,580, Dow at 51,032, VIX at 15.35. Full read on SPY, QQQ, IWM, oil near $100, and the 10-year yield heading into the most important economic data week of the month.Broad Market Strength — It's no longer just about mega-cap tech. Industrials, healthcare, financials, and international markets are all contributing to gains in 2026. Brandon breaks down why that kind of broad participation makes this rally more durable — and where the best non-tech setups might be.Blue Origin's New Glenn Explodes — The second failure in two months wiped out nearly $8 billion in space stock value. ASTS dropped 15%. Deutsche Bank downgraded. Amazon's Project Kuiper timeline is now in serious question. Brandon breaks down the damage, who is most affected, and whether this changes the SpaceX IPO spillover thesis.Jobs Week + Earnings Watchlist — ISM Monday, JOLTS Tuesday, ADP Wednesday, and Nonfarm Payrolls Friday. Broadcom and CrowdStrike both report this week. Full preview of the setups and what to watch.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The S&P 500 was down 7% at the end of March — it's now up 9% on the year. Wall Street is using the word "melt-up" and the biggest strategists are racing to raise their targets. But melt-ups always end. This midweek check-in breaks down what's real and what to watch.Five segments this episode:The Melt-Up Thesis — Yardeni just raised his S&P 500 target to 8,250. JPMorgan sees a path to 8,000. Brandon breaks down what a melt-up actually means, what's fueling it — earnings breadth at 4-year highs, AI momentum, collapsing volatility — and what could flip the tape fast.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, crude oil, and the 10-year yield going into a compressed 4-session holiday week with major data on Thursday.Micron (MU) — This chip maker was worth $70 billion a year ago. It just crossed $1 trillion in market cap after an 18% single-day surge. UBS tripled their price target. HBM capacity is sold out through 2026. Revenue is up 196% year-over-year. And the forward P/E is still 8x. Brandon breaks down the bull case, the cycle risk, and whether the easy money is already gone.Momentus (MNTS) — A micro-cap space infrastructure company almost nobody was talking about tripled in two days. Real revenue, insider buying by a former astronaut, SpaceX IPO tailwind, and a fresh $25M capital raise. We explain what's driving it and how to think about the risk.Earnings and Economic Calendar — Thursday is a 90-minute data bomb: Q1 GDP revision, Core PCE inflation, durable goods, and jobless claims all at once. Plus major earnings from Salesforce, Marvell, Costco, Dell, and Zscaler. Everything to know before you trade.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The Iran peace deal is "largely negotiated" — and if the Strait of Hormuz reopens, oil markets move. This is your complete Sunday prep before the market opens Monday.In this episode, Brandon breaks down five segments built for investors who want to go into the week with a plan:The Iran Deal — What Trump's announcement actually means for crude oil, energy stocks, and market risk. We cover both scenarios: deal closes vs. talks stall.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, Bitcoin, crude oil, and the 10-year yield, with context on where the market stands heading into a data-heavy week.Quantum Computing — This sector crossed $1 billion in annual revenue in 2025 and analysts project it hitting $4.4 billion by 2028. Brandon breaks down the pure-play names and the safer indirect ways to get exposure.Cybersecurity — Global cybersecurity spending is on track to exceed $200 billion annually by 2028, and several strong names are trading at a discount right now. We cover the thesis and the tickers.Earnings + Economic Calendar — Key reports this week from Zscaler, Salesforce, Marvell, Costco, Dell, and AutoZone. What to watch in each report and what it signals for broader sector health.Come in with a plan. Let's get it.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Three seismic market events in one session. Brandon breaks them all down in the week's most action-packed midweek check-in.1. NVIDIA Q1 FY2027 — $81.6B Revenue, $91B Q2 Guidance, Dividend 25x'd 2. SpaceX Files S-1 Publicly — SPCX Coming to Nasdaq June 12 3. Oil Drops 5% on Trump's Iran War Comments 4. Macro Review + Economic Calendar/Earnings ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Your complete market prep for the week of May 18, 2026. Five segments, no filler — everything you need before Monday's open.1. US-Iran War: 5 Conditions, Fragile Ceasefire, and What It Means for Oil 2. Macro Check-In: SPY, QQQ, IWM, VIX, Bitcoin, 10-Year Yield, Oil 3. The Hidden Forces Driving This Runaway Rally 4. Small Caps: Riding High on the Chart, Danger Underneath 5. The Week Ahead: Economic Calendar and Earnings ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353This is one of the most news-dense midweeks of 2026 — and Brandon breaks it all down in under 35 minutes.Five things moving markets right now:1. Trump-Xi Summit (Beijing, May 14-15) — The two most powerful leaders in the global economy are face-to-face. Tariffs, Iran, AI guardrails, and rare earth exports are all on the table. Musk, Cook, Fink, and the Boeing CEO traveled with Trump. The most likely outcome is a limited deal, not a grand bargain — but any signal on tariff levels or Iran cooperation could move tech and energy names sharply.2. Macro Check-In: SPY, QQQ, VIX, Bitcoin — The S&P 500 hit record highs above 7,300 on a six-week winning streak. QQQ near 52-week highs. VIX around 18. Bitcoin holding near $80,600. But CPI came in at 3.8% YoY — hotter than expected — and PPI accelerated to +1.4% MoM. The rate cut conversation is effectively closed for 2026. Brandon reads the tape.3. Kevin Warsh Confirmed as Fed Chair — The 54-45 Senate vote was the most partisan confirmation in Fed history. Warsh takes over from Powell with a "regime change" mandate — tighter Treasury coordination, balance sheet reduction, and a stated belief that rates can move lower. Powell stays on as governor. First Warsh-led FOMC: June 16-17. Brandon explains what this transition actually means for everyday investors.4. Cerebras IPO ($CBRS) — The AI Chip Trade's Biggest Bet Yet — Priced at $185/share, raising $5.55 billion, 20x oversubscribed. Cerebras designs AI inference chips built around a wafer-scale engine that packs 4 trillion transistors on a single processor — a direct challenge to NVIDIA's dominance. The risks are real: 86% of revenue from two UAE customers. But if this IPO pops, it's a clear signal the AI buildout trade has another leg.5. Economic Calendar & Earnings — CPI and PPI already printed hot this week. Retail Sales hit Thursday, UMich Sentiment Friday. Cisco just reported a record quarter ($15.8B revenue, +12% YoY) on AI networking demand. Applied Materials reports Thursday — the semiconductor capex bellwether with an 8.7% expected move.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The Iran-US ceasefire officially became "nominal" this week — per Iran's own Foreign Ministry — after both sides traded fire near the Strait of Hormuz on Thursday. Iranian forces targeted three US destroyers with missiles, drones, and small boats. The US responded with self-defense strikes on Iranian bases. Meanwhile, more Iranian missiles and drones struck the UAE, and approximately 1,600 ships remain trapped in the strait with no resolution in sight. We break down where negotiations stand, whether the peace framework is salvageable, and what the oil and energy trade looks like heading into the week.Markets, improbably, hit all-time highs on all three major US indices. The S&P 500 hit 7,398, the Nasdaq reached 26,247, and the Russell 2000 set its own record at 2,861 — with Bitcoin breaking $80,000. VIX closed at 17. Oil came down to $95, from a peak of $115 just two weeks ago. We scan every major index for what these levels signal heading into a week loaded with macro data.Intel reached a preliminary deal with Apple on Friday to manufacture chips for its devices — the product of over a year of intensive talks and, notably, active US government involvement to help broker the arrangement. INTC surged nearly 14% on the news, capping three consecutive weeks of 20%-plus gains — a feat that has never occurred in Intel's 55-year history as a publicly traded company. The stock is now up 175% in 2026. We assess what the deal actually means for Intel's foundry business, Apple's supply chain strategy, and whether the stock still has room to run.We also cover the smaller tech earnings that flew under the radar this week. Atlassian raised its annual guidance, Twilio posted its fastest revenue growth in three years, AppLovin delivered a 78% operating margin, and Supermicro surged 24.5% on strong results. The SaaS re-acceleration thesis is gaining real momentum — we break down which names look most compelling.We close with the week ahead: CPI on Tuesday is the first major inflation print under the Warsh Fed. PPI and Retail Sales follow Thursday. And Friday, May 15, Kevin Warsh officially takes over as Fed Chair. Nvidia earnings come the following Wednesday, May 20. Walmart reports May 22. We lay out what to watch, what to ignore, and how to be ready.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The Iran war may be approaching its end — and markets are responding in real time.Axios reported this week that the US and Iran are close to a one-page memorandum that would declare the conflict over and open a 30-day framework to resolve nuclear demands, unfreeze Iranian assets, and establish new Strait of Hormuz security arrangements. Trump paused "Project Freedom" — the military escort operation — citing "great progress," while simultaneously threatening renewed strikes at "a much higher level" if Iran doesn't sign. Iran is still reviewing the latest proposal through Pakistani intermediaries. Oil plunged on the news, while chip stocks and growth names ripped to record highs. We break down what a deal actually means for every sector in your portfolio, what the remaining sticking points are, and how to position in both a deal and no-deal scenario.On the earnings front, AMD just delivered one of the strongest semiconductor reports in recent history — $10.25 billion in revenue, up 38% year-over-year, with Data Center revenue surging 57% to $5.8 billion. Q2 guidance of $11.2 billion blew past the $10.5 billion consensus. CEO Lisa Su called AI demand "sky high." The stock hit all-time highs. We break down every number and what it means for the broader chip trade.We close with the remainder of the week: Disney reported this morning under new CEO Josh D'Amaro, McDonald's reports tomorrow as a consumer health check, and Friday's jobs report is the first major labor market read of the Warsh era at the Fed. We lay out what each number means for rate expectations heading into June.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Six major stories heading into this week — this is the market prep episode you need.The Iran ceasefire is still holding, but the IRGC just set a 30-day deadline for the US to end its naval blockade — warning Trump to "choose between an impossible military operation or a bad deal." Trump says he'll review Iran's latest 14-point proposal but doesn't think he can make a deal, and separately floated the possibility of resuming strikes. Oil remains above $100 per barrel and there's no clear path to Hormuz normalization.Spirit Airlines shut down early Saturday morning after a $500 million federal bailout collapsed at the finish line. The Trump administration's proposed deal would have handed the government a 90% equity stake, but bondholders couldn't agree on terms and disagreements within the administration sealed the airline's fate. We cover what this means for the budget travel landscape and whether surviving carriers catch a competitive tailwind.Ryan Cohen and GameStop just made one of the bolder moves in recent Wall Street memory — quietly building a stake in eBay and preparing a formal takeover bid. GameStop is valued around $12 billion. eBay sits near $46 billion. With $9 billion in cash on hand and a compensation package that requires taking GME to a $100 billion market cap, Cohen is swinging big. We break down whether this makes strategic sense and how to trade both tickers.Bed Bath & Beyond delivered its first meaningful revenue growth in 19 consecutive quarters — Q1 net revenue up 6.9% to $247.7 million, with losses narrowing and margins improving. The stock surged over 24% after hours. We weigh the real turnaround case against the risks of a company still losing money while integrating multiple acquisitions.Then we close with your full earnings and economic calendar preview: Palantir reports tonight with EPS expected to more than double year-over-year. AMD and Disney follow mid-week, with Disney reporting its first quarter under new CEO Josh D'Amaro. McDonald's gives us a consumer health check Thursday. And Friday's jobs report will be the first major labor market read in the Warsh era at the Fed.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353This is the midweek episode you can't skip.Jerome Powell delivered what is likely his final press conference as Federal Reserve Chair — and the meeting behind it was anything but routine. The FOMC voted 8-4 to hold rates at 3.5%–3.75%, the most divided decision since 1992. Three dissenters pushed back specifically against easing-bias language in the statement, signaling they don't want rate cuts on the table. Powell announced he'll stay on as a Board Governor, keeping his seat from opening up even as Kevin Warsh prepares to take the chair. We break down what a fractured Fed means for investors under new leadership.Then we cover what's driving markets right now: Brent crude hit $115 per barrel Wednesday with the Strait of Hormuz still effectively sealed. National gas prices crossed $4.23 — a four-year high. Goldman Sachs now warns oil could reach $150 per barrel if flows don't resume by end of June, and even a deal tomorrow would take months to normalize supply. We explain why this isn't just an energy trade — it's an inflation story that directly complicates the Fed's path.On the brighter side: Alphabet delivered one of the most impressive earnings reports in Big Tech history. Revenue hit $109.9 billion, up 22% year-over-year, with EPS of $5.11 nearly doubling the Wall Street consensus of $2.63. Google Cloud surged 63% year-over-year to $20 billion. We break down why Alphabet is the clear standout of Mag 7 earnings week and what it means for the AI spending thesis.We close with a macro triple-header: the Q1 GDP Advance Estimate, March PCE inflation data, and the Employment Cost Index all drop simultaneously at 8:30 AM ET. The Atlanta Fed's GDPNow tracker sits at 1.2% — well below the 2–3% range most traders are hoping for. If GDP disappoints and PCE re-accelerates, you get the stagflation signal markets have been dreading. We break down every scenario and how to position heading into the weekend.Apple also reports tonight. Consensus is $1.92 EPS on $109.45 billion in revenue — but the real story is the Tim Cook-to-Ternus CEO transition. Every word on that call will be scrutinized.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The most loaded week of 2026 starts Monday — and this episode is your full prep.Iran ceasefire talks collapsed in Pakistan over the weekend. Trump canceled the Witkoff/Kushner trip after Iran's foreign minister left Islamabad without a deal, though Tehran quickly sent a new proposal that Trump called "much better." The Strait of Hormuz blockade remains in place, and oil volatility is far from over.On the Fed front, Senator Thom Tillis dropped his blockade of Kevin Warsh's nomination after the DOJ ended its criminal probe of Jerome Powell. Warsh is now on track to be confirmed before Powell's May 15 term expiration. He's called for "regime change" at the Fed — we break down what that phrase actually means for interest rates and markets.We also dig into Intel's staggering 2026 comeback. CEO Lip-Bu Tan has the stock up over 100% year-to-date by repositioning the company as the CPU backbone of the AI era, rebuilding its foundry business, and landing a chip partnership with Tesla's TeraFab AI project. We weigh whether the story has fundamental backing or if the stock is running ahead of reality.Then we close with a full breakdown of the week ahead — one of the most critical stretches of the entire year. Alphabet, Meta, Microsoft, and Amazon all report Wednesday, the same day as the FOMC rate decision. Apple and the first Q1 GDP estimate follow Thursday. GM and Visa report Tuesday. We lay out the key numbers to watch and how to think about positioning heading in.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353This midweek check-in covers five major market-moving stories all hitting at once.An active US-Iran war has a ceasefire set to expire today — talks in Islamabad fell apart after 21 hours, the US has blockaded the Strait of Hormuz, and Trump has warned that if there's no deal, conflict resumes. We break down what this geopolitical pressure means for oil prices, energy stocks, and overall risk sentiment.Then we scan the major indices — SPX, QQQ, IWM, VIX, and Bitcoin — for mid-week positioning ahead of one of the biggest earnings slates of the year.Cannabis stocks just had a monster session after the Trump DOJ pushed forward with reclassifying marijuana from Schedule I to Schedule III. Tilray, Canopy Growth, Aurora, and the MSOS ETF all surged 12–25%. We discuss what the reclassification actually means for these companies' fundamentals and whether the pop has real follow-through.Tesla reported Q1 2026 earnings after the bell — beating EPS estimates with $0.41 adjusted versus a $0.37 consensus, and posting its strongest gross margins in several quarters at 21.1%. We analyze whether this signals a real turn for the company or a favorable comparison effect.We close with a look at the economic calendar and the upcoming earnings reports from Alphabet, Meta, Microsoft, and Apple — and how to position heading into the back half of the week.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Stocks are hitting new all-time highs as Iran regains control of the Strait of Hormuz and optimism builds around a potential deal.In this episode:Latest Iran update and market implicationsSPX, QQQ, IWM, VIX, and Bitcoin breakdownWhy this rally may still have room to runWhat’s driving HIMS stock higherKey economic data and earnings to watchDisclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The S&P 500 just hit a new all-time high — even as U.S.-Iran tensions escalate and a naval blockade tightens around the Strait of Hormuz.In this episode:Latest Iran war update and “slow squeeze” strategyHow the U.S. Navy is controlling the Strait of HormuzSPX, QQQ, IWM, VIX, and Bitcoin breakdownWhat the S&P 500 breakout really meansFed nominee Kevin Warsh’s financial disclosuresKey economic data and earnings to watchDisclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353U.S.-Iran talks just collapsed — and now the U.S. is preparing to blockade the Strait of Hormuz.Markets are heading into a critical week with rising oil risk, earnings season beginning, and inflation data on deck.In this episode:Iran talks breakdown and blockade implicationsSPX, QQQ, IWM, VIX, and Bitcoin analysisWhy April’s rally is about to face its first real testSandisk stock surge and what it signalsKey economic data and earnings to watchDisclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The U.S. and Iran just agreed to a 2-week ceasefire — sending stocks higher and oil sharply lower.But is this rally real… or a trap?In this episode:Iran ceasefire explainedSPX, QQQ, IWM, VIX, and Bitcoin breakdownWhy traders may be getting ahead of themselvesThe real macro risk heading into CPIFed outlook and rate cut expectationsKey economic data and earnings to watch this weekDisclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Trump’s Iran deadline, elevated oil, resilient indexes, and Bitcoin’s growing role as a real-time market signal are all on the table this week. Brandon breaks down the latest war update, reviews SPX, QQQ, IWM, VIX, and BTC, explains why stocks haven’t cracked despite the oil surge, and previews the key economic data and earnings reports that could move markets next.Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Markets are entering a critical week as geopolitical tensions rise and global risks begin to stack.In this Sunday Market Prep, we break down why the latest Iran deadline is increasing uncertainty—not reducing it—and what that means for stocks moving forward.We cover:Iran war escalation and oil market impactSPX, QQQ, IWM, VIX, and Bitcoin breakdownMeta’s legal challenges and “Big Tobacco” comparisonChina’s response to U.S. trade actionsKey economic events and earnings to watchIf you’re trading this week, this is what you need to know.Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353Markets are rallying on headlines of potential peace in the Iran conflict—but is this move actually sustainable?In this midweek check-in, we break down what’s really driving price action, whether this rally has legs, and what traders should be watching next.We cover:Iran war update and market reactionSPX, QQQ, IWM, VIX, and Bitcoin breakdownWhy Intuitive Machines stock surgedMeta layoffs and what it signals for techKey economic events and earnings aheadIf you’re trading this market, this is what matters right now.Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk, and you should do your own research or consult a licensed professional before making decision.