Super Duper Micro (SMCI) Just The Tips (by The Stock Jocks) podcast

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Pushing Past Stagnation & Business Plateaus 30:21

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Hitting plateaus is a common milestone in business, but there’s a difference between stability and a rut. In the last installment of this season, we’ll dive into the ways small business owners push beyond plateaus and find new ways to achieve revenue growth. Jannese and Austin wrap up their time in Nashville, Tennessee with a wonderful visit to N.B. Goods to speak with owner Camille Alston . Camille details the times where she hit a wall with profits, the strategies she implemented to increase revenue, what worked, what didn’t, and the important lessons she learned in the process. You won’t want to miss this informative final chapter! Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

Just the Tips (by the Stock Jocks) «
Super Duper Micro (SMCI)

sekitar setahun yang lalu 1:20:52

MP3•Beranda episode

Send us a text

In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case for a tech stock. Our first “victim” is Supermicro ($SMCI – “Super Duper Micro!”)

In this episode, we address:

The emotional rewards of losing money (generating “alpha”!) on shorts
Palo Alto Networks ($PANW) and implications for their recent bed defecation
NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest rates
West Coast vs. East Coast Investing, FOMO and Momentum investing
The highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan)
How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics?
Are “servers” a commodity – or not?

19 episode

#Trading #Business #Stock Jocks

Super Duper Micro (SMCI)

Just the Tips (by the Stock Jocks)

published sekitar setahun yang lalu

MP3•Beranda episode

Send us a text

In this episode, we address:

The emotional rewards of losing money (generating “alpha”!) on shorts
Palo Alto Networks ($PANW) and implications for their recent bed defecation
NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest rates
West Coast vs. East Coast Investing, FOMO and Momentum investing
The highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan)
How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics?
Are “servers” a commodity – or not?

19 episode

#Trading #Business #Stock Jocks

Semua episode

1
Episode 19: $CRWV (Coreweave): “Weaving” Sweet AI Dreams…or Nightmares? 1:06:20

13 hari yang lalu1:06:20

1:06:20

Send us a text The Stock Jocks provide the bull/bear takes on recent IPO Coreweave ($CRWV). Gordon plays the role of Bull, pitching that fears about AI “poster child” Coreweave’s sustainable competitive advantage are unfounded. In contrast, George presents the Bear case that Coreweave will inevitably be “boxed out” by other cloud players. In the news, we riff on the recent (and massive) tariff-driven market dip and whether investors should buy or sell it.…

1
Episode 18: $DOCU: Dissecting Docusign 1:14:04

24 hari yang lalu1:14:04

1:14:04

Send us a text The Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM) business can be a “second act” that re-accelerates revenue growth into the teens, while Bruce plays the “negative Nancy” and presents the Bear case. In the news, we hit tariffs and DOGE, the Wiz acquisition and regulatory environment for M&A, $CRWV and the IPO market, $PATH and $RBRK earnings.…

1
Episode 17: $PLTR: Palan-cheers or Palan-tears? (Palantir) 1:08:32

8 weeks yang lalu1:08:32

1:08:32

Send us a text In Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir ($PLTR). As we go to publication, Palantir is falling on budget cuts at the Pentagon! Some timely (and timeless!) stuff found herein - as always, lovingly packaged in adults-only (yet childish) bravado and buffoonery. In the news, we discuss the long-term implications of DeepSeek, closed vs. open models, and who will ultimately capture the economic value in AI ($NVDA, $SMCI, OpenAI ($MSFT), $GOOG). George reiterates his positive view on $APP (AppLovin').…

1
Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG 32:22

9 weeks yang lalu32:22

32:22

Send us a text In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($SMCI), Twilio ($TWLO), Shopify ($SHOP), AppLovin ($APP) and Datadog ($DDOG). We address key questions such as: Is $SMCI still the psychotic ex-girlfriend, or has she changed? Should we let her move back into our hearts and our portfolio? (Gordon insists this metaphor has nothing to do with his pending 2nd divorce.) Is $APP the most under-covered tech story out there? Is $DDOG a “buy” after its recent miss? Will Gordon work out his issues in therapy or repeat the cycle of destruction in his personal life?…

1
Episode 15: $DDOG: Doin’ it Data-Doggy-Style 54:48

14 weeks yang lalu54:48

54:48

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

1
Episode 14: $APP: AppLovin’ It, or AppShovin’ It? 59:29

15 weeks yang lalu59:29

59:29

Send us a text In Episode 14 (recorded December 29, 2024), The Stock Jocks give their bull/bear treatment to high-flying mobile marketing specialist AppLovin ($APP). Gordo hosts, George, as El Toro, argues $APP can leverage AI to meet already high Street expectations, while Bruce channels El Oso and picks apart $APP’s valuation. In the news segment, the Jocks touch on the changing interest rate and inflation outlook and the H1B visa policy debate.…

1
Episode 13: UIPath ($PATH): Generative AI Loser or Ultimate Winner? 49:59

18 weeks yang lalu49:59

49:59

Send us a text In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the Jocks touch on Rubrik ($RBRK), SentinalOne $S (and in turn CrowdStrike ($CRWD)), the ServiceTitan $TTAN IPO, and $SMCI.…

1
Episode 12: $META: Giving the World an AI Enema 59:08

20 weeks yang lalu59:08

59:08

Send us a text In Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the virtues of “Fonzi Zuck”, George takes the role of “negative nancy” (Bear), and Bruce hosts. In the news segment, the Jocks discuss the market implications of the Trump victory and also revisit the never-boring $SMCI.…

1
Episode 11: Where Are They Now? Looking Back on Our “Tips” 58:52

25 weeks yang lalu58:52

58:52

Send us a text The Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first Just the Tips stock-picking crown based on his prescient insight that $SMCI is trash.

1
Episode 10: $TWLO (Twilio): Catch a Falling Knife??? 1:20:18

26 weeks yang lalu1:20:18

1:20:18

Send us a text The Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and Bruce playing the bear. In our news segment, we hit a number of topics, including the implications of the coming election, ASML's premature (and disappointing) earnings release, and the set up into Q3 earnings. $ASML, $TSMC, $INTC, $TSLA, $SMCI, $NVDA…

1
Episode 9: $CRWD: Flipping the Bird (Crowdstrike) 1:37:20

28 weeks yang lalu1:37:20

1:37:20

Send us a text In Episode 9 (recorded September 12, 2024), the Stock Jocks give their bull/bear treatment to security powerhouse Crowdstrike ($CRWD), purveyor of the Falcon platform (hence the episode title, “Flipping the Bird”. So clever and on-brand!) We begin with a heartfelt apology from Gordon on behalf of the team for the month-long delay in the editing room; technical issues nearly killed this gem of an episode but we managed to salvage it through many hours of tedious effort. Gordon hosts, Bruce puts on his bull horns, and George puts on his “other” bear suit (not the one he gets defensive about when asked.) Was the “Blue Screen of Death” debacle a buying opportunity, or likely to result in further blues for investors? Listen and find out!…

1
Episode 8: $ON is giving us an Onsemi 1:12:41

34 weeks yang lalu1:12:41

1:12:41

Send us a text In Episode 8 (recorded August 11, 2024), the Stock Jocks give their bull/bear treatment power semiconductor specialist Onsemi ($ON). Bull Gordon gets into a virtual “sword fight” with co-host George, who puts on his bear suit (very much unlike the one he dons in his basement on the weekends.) We of course also recap $SMCI earnings and implications for $NVDA. George would like us to advise listeners that this episode has some particularly “naughty” comments and is hopeful that his mother won’t listen (and give us 1 star!) You’ve been warned! Gordon would like everyone to know he thinks George is being a weenie. Compliments / complaints / nudes: StockJocksTips@gmail.com Highlights: (2:44) Obligatory take on the shifting sands of our Idiocracy / recent changes to political landscape for investors (4:18) George pontificates on why recent market volatility is overdone; the Jocks debate the current state of the macro and the finer points of the “Sahm rule” for calling a recession (10:49) $SMCI earnings (did anyone get the plates on the truck that hit those margins?) and implications for AI demand and $NVDA (on its road, per Bruce, to $10 trillion in market cap) (18:44) Bruce floats a new income idea for unemployed Gordon: fraudulent invoices to the Mag 7! And why Gordon will never have $100 million dollars (hint: it’s a “naughty” reason!) (19:58) George takes a brief victory lap on $SHOP (the topic of our last episode!) (21:57) T he Main Event: $ON is giving Gordon a semi! Company overview, and how Onsemi is like He-man (and Orko’s incomparable legacy as a “submissive”) (32:25) Recent financial performance and outlook (38:36) What might have been: May 2023 analyst day projections vs Street (39:26) DA COMPS! (42:05) George kicks off the bear case. A falling knife? Timing is everything. Host Bruce makes early deductions for style. (49:29) George argues that cars (a key end market for Onsemi) is a market that is challenged by extending replacement cycles near-term and will be decimated by robotaxis in the long term. (1:03:25) Stock Jocks “open their kimonos” and reveal their “real” opinions.…

1
Episode 7: Shopify ($SHOP) Till You Drop 1:29:18

41 weeks yang lalu1:29:18

1:29:18

Send us a text In Episode 7 (recorded June 28, 2024), the Stock Jocks give their bull/bear treatment to e-commerce specialist Shopify ($SHOP). Bull George (a proud owner of $SHOP) shameless “talks his book” and tries to convince us the put some $SHOP shares in the basket (or we get the hose again!). Conversely, Bear Bruce makes the case Shopify is basically GoDaddy plus shitty pass-through payment revenue and therefore should be comped to other similarly shitty companies. Listen in to learn why Gordon thinks Shopify should be hosting bat orgies! Highlights: (2:17) The Jocks´ ¨hot take” (this episode was recorded the day after the debate) on the Presidential debate and what it means for stocks (if anything) and how it may have impacted lotion consumption in David Sack´s house(s). (6:56) Newsbreak! $NVDA shift in sentiment and $400B pullback (10:36) George cops to his losses in SolarEDGE ($SEDG) (and begrudgingly, to his “edging” hobby) and the Stock Jocks half-assedly discuss the current state of the EV and Solar end markets (17:44) George kicks off the Bull case for $SHOP. (20:07) Why Shopify is a “Perfect Company” / George bull “fever dream” (35:00) WAM, BAM, thank you TAM! George dives deep into the key question: how big is the market opportunity for Shopify? (48:17) The AI opportunity for Shopify (54:51) DA COMPS! (1:02:05) Bruce pleads with us to empty our basket of $SHOP shares: “Shopped Till IT DROPPED” (1:07:38) A dive into the “quality” of Shopify´s revenue (1:11:10) DA REAL COMPS! (per Bruce) (1:21:55) Shopify´s earnings trajectory reflects its status as a “poster child” pandemic stock (and why Shopify should start hosting bat orgies!) (1:25:17) The Stock Jocks reveal their “real” opinions.…

1 year yang lalu1:20:52

1:20:52

Send us a text In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case for a tech stock. Our first “victim” is Supermicro ($SMCI – “Super Duper Micro!”) In this episode, we address: The emotional rewards of losing money (generating “alpha”!) on shorts Palo Alto Networks ($PANW) and implications for their recent bed defecation NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest rates West Coast vs. East Coast Investing, FOMO and Momentum investing The highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan) How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics? Are “servers” a commodity – or not?…

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Just the Tips (by the Stock Jocks) « Super Duper Micro (SMCI)

Super Duper Micro (SMCI)

Podcast Layak Disimak

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Just the Tips (by the Stock Jocks) «
Super Duper Micro (SMCI)