StocktwitsTV

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StocktwitsTV is our flagship show, serving as the primary touchpoint for timely market updates. Hosted by veteran television journalist Michele Steele, the show leverages her background at Bloomberg TV and ESPN to deliver a fast-paced, informative rundown of what is moving the markets.

  1. VOR 15 STD.

    NASA ETF Launches With SpaceX Exposure: Yuri Khodjamirian Explains the “Pure Play” Space Trade

    We’re hours away from the Artemis II splashdown, and space sentiment is surging on Stocktwits. Michele Steele sits down with Yuri Khodjamirian, CIO at TEMA ETFs and portfolio manager of the brand-new NASA ETF. Yuri explains why TEMA built NASA as a “pure play” space fund—and why he believes it’s impossible to have a real space ETF without SpaceX. They walk through how the fund gets SpaceX exposure through a private structure (within the ETF’s private holding limits), what happens if SpaceX goes public, and why the ETF wrapper still matters even when investors can eventually buy SpaceX shares directly. Then they break down key portfolio themes: diversified launch providers, next-gen satellite communications, lunar infrastructure, and under-the-radar global suppliers that feed the space buildout. Michele also hits the big names retail is trading—AST SpaceMobile, Rocket Lab, and Intuitive Machines—plus why NASA intentionally avoids “old space” holdings like Boeing in favor of forward-looking space economy fundamentals. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters / Timestamps 00:00 - Artemis II hype 00:24 - NASA ETF intro 01:15 - Why launch now 01:41 - Pure play rules 02:03 - Why SpaceX matters 03:15 - SpaceX via SPV 04:29 - What happens at IPO 05:40 - Why ETF wrapper 05:53 - Diversify beyond SpaceX 06:48 - Global suppliers theme 07:26 - AST SpaceMobile case 09:13 - Rocket Lab role 10:23 - Intuitive Machines view 11:07 - Lunar economy thesis 12:10 - Revenue pillars model 12:44 - New vs old space 14:37 - Europe launch push 15:17 - Why OHB matters 16:45 - Why no Boeing 18:39 - What to watch next 19:01 - SpaceX IPO watchlist 20:29 - Wrap and ticker

    21 Min.

  2. VOR 1 TAG

    Nathan Macintosh Roasts Cybertrucks, Elon & Silicon Valley | Cashtag Awards 2026

    Comedian Nathan Macintosh ("Money Never Wakes," "Down With Tech") joins Michele Steele on StockTwits TV ahead of the Cashtag Awards presented by Polymarket, live from the floor of the New York Stock Exchange on May 4th. Nathan doesn't hold back. From growing up without money and teaching himself financial literacy, to why public schools never prepared any of us for the real world, this conversation digs into why money remains one of the last true taboos — right up there with politics and religion at the dinner table. Then things get spicy. Nathan and Michele tackle the Elon Musk question nobody seems to be asking: what is he actually doing right now? Nathan, who quit Twitter the moment Elon bought it, weighs in on Cybertrucks taking up two parking spots in Halifax grocery store lots, the chainsaw stage moment, and whether Elon jokes even land anymore. Plus: why Nathan refuses to use AI to write jokes, the chilling story of an AI threatening to email a user's wife if shut down, why Gen Z is bringing back dead malls and physical DVDs, and what happens when Amazon decides the book you "bought" no longer exists. Honest, hilarious, and a little horrifying, this is the tech and money conversation you didn't know you needed. 🗳️ Vote in the Cashtag Awards before April 9th: cashtag.stocktwits.com 🎤 Catch Nathan Macintosh live at the Cashtag Awards — May 4th at the NYSE #NathanMacintosh #StockTwits #CashtagAwards #stocktwitstv  Chapters: 00:00 Welcome & Cashtag Awards 2026 01:25 Why tech and money make Americans panic 02:45 Money as the last taboo at the dinner table 04:15 Growing up without financial literacy 05:00 Terry Fox appreciation moment 06:30 "Period X" — the optional class on paying bills 07:00 Elon Musk: from Mars rockets to chainsaws 10:00 Are Elon jokes still funny? 11:00 The Cybertruck in a Halifax snowbank 13:00 AI is funny… until it threatens to murder you 14:45 Why a comedian will never use ChatGPT 16:15 Gen Z, dead malls, and the DVD comeback 17:30 Wrap-up

    18 Min.

  3. 31. MÄRZ

    Cem Karsan: Iran Headlines, Oil Control, and Why Markets Move in Stair Steps

    Breaking news hits and Michele Steele is joined by Cem Karsan to map the geopolitics, vol structure, inflation regime, and the market microstructure driving today’s move. Cem explains why he sees this as a broader global conflict centered on oil dominance, the petrodollar, and control of the Strait of Hormuz, with China and Russia as the real adversaries rather than Iran itself. He argues it is not a black swan and that the pressures behind it have been building for years, feeding into structural inflation and high leverage risks in private credit and private equity. They break down why markets can fall in “stair steps” with vol compression, why the index can be down modestly while dispersion explodes across single names, and why today’s end of quarter options mechanics can overpower headlines. Cem walks through a major recurring JP Morgan hedge roll, at-the-money zero DTE gamma, and how those flows can create violent intraday swings and vol compression. Cem also discusses a dispersion setup in SLNO and closes with a blunt message: fundamentals are awful, hedges are not working, and the environment can bleed dip buyers with sideways action followed by sharp down moves, potentially pushing the market far lower into late summer or early fall. #stocktwitstv  Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters 00:00 - Breaking headline hits 00:57 - Cem: precisely on schedule 01:26 - This is about China 02:06 - Hormuz and petrodollar 03:25 - Stair step decline 03:55 - Vol implosion explained 04:29 - Forecast scorecard 05:02 - More vol compression 05:59 - Midterm year parallels 06:55 - Not about black swans 08:48 - Control oil to China 10:14 - US energy independence 10:57 - Best case unlikely 11:55 - Resolution is not resolution 15:26 - Quarter end options flows 15:55 - JP Morgan hedge roll 16:54 - Zero DTE gamma magnet 18:48 - Flows over headlines 20:06 - SLNO dispersion pick 21:56 - Cash flow math 23:58 - Fundamentals are awful 25:53 - Sell rips, stair steps 26:52 - Down 25 to 35% target 27:31 - Buckle up, be water

    28 Min.

  4. 31. MÄRZ

    Market Swings Are DESTROYING Retail Traders | Here's Why

    Welcome into StocktwitsTV. Michele Steele marks the return of Ben Cahn, and it’s equal parts market talk and comedy. Ben explains why he came back: the StockTwits community is active, finance entertainment is ripe for disruption, and he wants a show that bridges younger and older audiences without being a constant cheerleader. They get into the weird rhythm of recent markets, where weekend narratives flip by Monday, and Ben admits he has no clean read on how any of this ends, even if he’s ruling out nukes. Then Michele opens the fan mail bag: Ben’s path from Vine and social media to meeting creators, getting pulled into podcasting during the meme stock era, and why timing matters. He also clears up a misconception: he doesn’t manage other people’s money, and he breaks down how prop trading works. The whole thing closes with internet pain, Spectrum roasting, and a reminder to be nice to customer service reps. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters / Timestamps 00:01 - Ben returns today 00:22 - Why come back 01:19 - Finance “prestige TV” 02:00 - Market drama supply 03:14 - Internet native vibe 04:40 - Reverse indicator tweet 05:28 - Weekend narrative loop 07:19 - How does end 08:14 - Doom or overblown 09:12 - No one says no 10:49 - Nukes ruled out 11:16 - Fan mail time 11:38 - Origin story 12:28 - Podcast break 13:35 - No client money 14:14 - Prop trading explained 15:26 - Past “professional” jobs 16:15 - Spectrum meltdown This episode explores market manipulation and the potential effects of market swings. They also discuss dispelling myths about the money manager role and the basics of investing.

    17 Min.

  5. 30. MÄRZ

    3 Stocks, 3 Very Different Stories: MELI, CELH, TTD

    Welcome in everybody to Episode 5 of Talkin’ Tickers. Joey Solitro is joined as always by Brad Freeman, aka StockMarketNerd. Baseball’s back, the seasonal depression is allegedly over in Detroit, Michigan’s got teams cooking… and we’re getting right into it. Today we’re breaking down three stocks in both of our coverage universes: Mercado Libre (MELI) — the “Amazon minus AWS” comp, and why the company’s choosing growth and land grab over near-term margin optics (plus how Mercado Pago is turning into a real Nubank-style competitor). Celsius (CELH) — insane growth, but the market’s asking the hard questions: acquisition digestion, shelf-space reality, and the Costco playbook (including the Kirkland lookalike situation). The Trade Desk (TTD) — the former FinTwit darling that can’t stop catching heat: Amazon DSP “free bake-offs,” agency drama, platform rollout problems, and why the valuation looking cheap doesn’t automatically make it a buy. We keep it fundamentals-first, talk what matters, and we’re not sugarcoating the ugly parts — especially on TTD. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters: 00:00 - Intro: Episode 5, Detroit weather, baseball is back 01:01 - Michigan shoutouts + quick tournament talk 01:48 - Today’s lineup: MELI, CELH, TTD 01:55 - Mercado Libre overview: “Amazon minus AWS” + why it matters 03:48 - MELI stock performance + earnings snapshot reaction 04:40 - Why margins are pressured: logistics, fees, competition, FinTech build 07:52 - Mercado Pago: PayPal comp is outdated, Nubank competitor vibes 09:42 - E-commerce + credit cross-sell advantage 10:37 - MELI valuation: why Joey initiated a position 12:15 - Brad’s MELI valuation take: investing now, leverage later 15:24 - Transition: from MELI to Celsius 16:37 - Celsius overview: simple business, complex taste cycles 17:12 - Joey’s Celsius history + brand/acquisition context 18:40 - Rockstar and distribution angle 19:40 - Costco Kirkland private label fear 20:53 - Celsius discussion: why consumer brands are hard 24:25 - Celsius wrap: growth slowing and “better elsewhere” 25:30 - Transition: The Trade Desk as the value-trap king 26:18 - Trade Desk overview: buy-side vs walled gardens + open internet 28:33 - TTD performance and Netflix hype aftermath 29:31 - Amazon DSP “free bake-offs” pressure 32:51 - Agency drama: Publicis audit claims + why it matters 36:08 - More issues: take-rate pressure, CFO churn, platform rollout wounds 38:09 - TTD valuation: cheap… but can you trust estimates? 41:50 - Joey wrap: why “cheap” isn’t enough without execution 43:20 - Episode recap: MELI, CELH, TTD 44:03 - Closing: “Happy Monday and go blue”

    44 Min.

  6. 27. MÄRZ

    Hit the Cash Button: VWAP Signals and Insider Buying Clusters

    Welcome back to StocktwitsTV. Michele Steele is joined by Garrett Baldwin, economist and author behind the Substack Me and the Money Printer and Postcards from the Edge of the World, to explain what happens when global liquidity tightens. Garrett anchors the discussion to the Four Horsemen framework: central bank liquidity, collateral multipliers and volatility, the US dollar, and oil prices tightening together. His message is simple: dominoes don’t have to fall fast, they just have to fall in the same direction, and liquidity sits upstream of everything. They walk through the chain reaction: oil impacts bonds, bonds impact inflation expectations, that affects collateral quality in repo and refinancing markets, and tighter credit ultimately pulls capital out of equities. Michele asks what gets hit first, and Garrett points to areas that rely on refinancing and credit access, including insurance exposure tied to private credit and lingering commercial real estate issues. Garrett also shares what his screeners are showing as relative strength, then revisits private credit, why he still rates it a seven, and why these problems can start quietly before they cascade. To close, he gives traders two key tools: a VWAP standard deviation setup for short-term reversion trades, and a bigger-picture bottom signal that shows up repeatedly in history: policy accommodation paired with widespread insider buying happening all at once. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters 00:00 - Insider buying cluster 00:17 - Garrett joins show 00:35 - Four Horsemen tighten 01:21 - Dominoes fall together 02:15 - Momentum turns negative 02:54 - Liquidity drives markets 03:27 - Credit leaves equities 04:06 - War and oil shock 04:31 - What breaks first 04:55 - Private credit exposure 05:13 - CRE refinancing risk 05:32 - Regional bank stress 05:59 - Screeners show strength 06:41 - Private credit is seven 07:29 - Why it’s misunderstood 08:16 - Quiet then cascade 09:35 - Refinancing and crowding out 10:26 - Cash button signals 11:07 - VWAP deviation setup 11:56 - What bottoms markets 12:56 - Policy plus insiders 14:30 - Everyone buying together 15:09 - Contrarian shot

    16 Min.

  7. 27. MÄRZ

    After the IPO: Swarmer CEO Explains the Moat, Data Flywheel, and Backlog

    Welcome into StocktwitsTV. Host Michele Steele sits down with Swarmer CEO Alex Fink as the stock trends on Stocktwits a week and a half after the IPO. Fink explains Swarmer’s core product: software that lets drones fly autonomously and operate together in large swarms, so one person can set a mission, pick assets and targets, define rules of engagement, and deploy without being a qualified pilot. He shares the company’s early milestones, including a first Ukraine customer contract, combat deployment, and more than 100,000 missions flown on different hardware. Michele presses on the missile math problem and how Swarmer’s approach changes the economics of intercepting and defending against large numbers of incoming drones. Fink argues the new reality is about scale, reassignment, and interoperability, not just firing expensive interceptors one by one. They also cover why demand can persist even if a specific conflict cools, plus the broader definition of drones across air, sea, land, and underwater systems. In investor Q and A, Fink compares Swarmer’s vendor-agnostic Microsoft model to vertically integrated stacks, and frames the moat as a data flywheel from real-world deployments plus interoperability across many hardware types. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters 00:00 - Swarmer origin story 00:14 - IPO week reaction 00:37 - Post IPO valuation 01:30 - What Swarmer sells 01:50 - One operator 100 drones 02:14 - Early traction timeline 02:39 - Ukraine contract milestone 03:02 - Missile math explained 03:26 - Cheap drone advantage 04:16 - Interceptor economics 05:03 - Swarms reassign targets 05:46 - Demand beyond Ukraine 06:52 - Non military use cases 07:44 - What counts as drones 08:32 - Competitive landscape 09:47 - Microsoft vs Apple model 10:44 - Can primes copy 11:29 - Data flywheel moat 12:14 - Interoperability edge 12:37 - Conflict impact question 13:20 - Removing pilot bottleneck 14:12 - Backlog and wrap

    14 Min.

  8. 26. MÄRZ

    Should Traders Watch Truth Social: Sonnenfeld Explains the Signal

    Welcome into StocktwitsTV. Michele Steele is joined by Yale professor Jeffrey Sonnenfeld, author of Trump’s Ten Commandments, Strategic Lessons from the Trump Leadership Toolbox, for a blunt conversation about how Trump operates and why markets react the way they do. Sonnenfeld says one of the biggest mistakes people make is underestimating Trump. He describes him as pragmatic, fast-learning, and intensely focused on keeping score through financial markets, from stocks to debt to energy. Michele and Sonnenfeld break down “the wall of sound” and how rapid-fire controversy and repetition can shape attention, as well as how traders can think about timing, especially the way Friday messaging can set up Monday market corrections. They also discuss whether monitoring Truth Social has become part of modern investing, Sonnenfeld’s view on Trump’s preference for conflict over coalition, and the “TACO” framing of opening salvos as aggressive threats that often get walked back to something that looks better by contrast. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters: 00:18 - Intro: Jeff Sonnenfeld joins 00:52 - What people get wrong 01:27 - Pragmatist, not ideologue 02:50 - Don’t underestimate Trump 03:37 - Wall of sound strategy 04:11 - Repetition and distraction 04:40 - Trump keeps score 05:50 - Friday message pattern 06:29 - Trading the timing 06:59 - Follow timing, not claims 08:24 - Oil, debt, inflation risks 09:47 - TSA funding fight 10:38 - Coalition vs conflict 11:04 - Why he wants foils 12:47 - TACO question 13:34 - Pride and expediency 14:09 - Cornered behavior 14:36 - Intimidation negotiation 16:25 - Middle East reality 16:37 - Abraham Accords angle 17:11 - Wrap and book plug

    17 Min.
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StocktwitsTV is our flagship show, serving as the primary touchpoint for timely market updates. Hosted by veteran television journalist Michele Steele, the show leverages her background at Bloomberg TV and ESPN to deliver a fast-paced, informative rundown of what is moving the markets.

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  • Erstellt von
    Stocktwits
  • Jahre aktiv
    2026
  • Folgen
    25
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