Episodes
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QIMC: Invest in the Hydrogen Dream or Trade the Hype?
Professor Bagholder and Irish guest Seamus debate Quebec Innovative Materials Corp (CSE: QIMC): reported mud-gas readings up to 30% hydrogen versus zero revenue and serial dilution. Investing in the natural hydrogen thesis versus trading the news cycle.
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Investing in the Robot Trade
Mack breaks down the 2026 robot trade: humanoids valued at 9 billion that move totes, a 3,500 Chinese robot America just banned, and the shovel-sellers arming all of them.
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Reddit (RDDT): The Thread Discussing Itself
Professor Bagholder lectures on Reddit (NYSE: RDDT): the platform that hosts WallStreetBets is itself publicly traded. A money printer down 34% year to date, Google as both customer and executioner, and the worst earnings reaction in company history after a beat-and-raise.
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Intuitive Machines (LUNR): To the Moon, Twice, Sideways
The Professor goes full Raucous on Intuitive Machines: two Moon landings, two tip-overs, the four-point-eight-billion-dollar contract that isn't, and a dilution machine with a lottery ticket attached.
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Volatus Aerospace (FLT): Five Thousand Drones and the Fine Print
Professor Bagholder lectures on Volatus Aerospace (TSX: FLT), the Canadian drone company that won a military contract for up to 5,000 surveillance drones. The headline is glorious. The fine print is five thousand dollars per drone.
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Charbone (CH): Quebec's Green Hydrogen Lottery Ticket
Mack takes on Charbone Hydrogen (TSX-V: CH) — Quebec's only pure-play green hydrogen stock: the Sorel-Tracy plant, the 0M financing, the convertible loan, and a 55-cent-to-a-penny chart.
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Quantum eMotion (QNC): Half a Billion Dollars, Eleven Thousand in Revenue
Professor Bagholder takes on Quantum eMotion (QNC) — the quantum cybersecurity stock worth around C$522M on about C$11K of revenue. The uplisting selloff, the angry AGM vote, the bull and bear cases, and the Saudi rumor that was a single forum post.
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Investing in the AI Trade
Alex and Jordan break down the 2026 AI investment landscape: the rotation into memory chips, ways to get exposure, and how to manage risk in a cyclical trade.
About this show
Professor Bagholder, PhD in Bag Holdology, lectures on the stock market's most gloriously overpriced companies. Irreverent investing comedy with carefully verified facts.
Hosted by
Professor Bagholder
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