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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. 29 ABR

    Robinhood CFO Shiv Verma on Q1 Earnings, Growth Strategies and Prediction Markets as a 'Super Cycle'

    In this exclusive interview, Robinhood's Chief Financial Officer, Shiv Verma, joins Michele Steele on Stocktwits TV to discuss the company's Q1 earnings results. Verma dives deep into the numbers, exploring Robinhood's impressive growth in revenue, net income, and gold subscriptions. He also shares insights into Robinhood's future plans, including its ongoing commitment to the crypto market, its expansion into new asset classes like prediction markets, and its strategies for becoming a leading global financial ecosystem. Key Topics Covered: Robinhood's Q1 earnings performance The strength of the retail investor and Robinhood's growing customer base The importance of Robinhood Gold and the new Platinum card The impact of the SEC's proposed changes to the Pattern Day Trader (PDT) rule Robinhood's vision for the future, including global expansion and the role of AI

    18 min

  2. 29 ABR

    Cem Karsan: The Market Is Being Managed (And That Tells You Something)

    The UAE just announced it’s leaving OPEC effective May 1. Oil is back above 100. The Iran war is in its ninth week. And last month, Cem Karsan told StocktwitsTV to buckle up. Michele Steele sits down with Cem Karsan of CHI Wealth and CHI Volatility Advisors to connect the dots: Cem argues the Middle East conflict is part of a broader China vs U.S. battle where the moat to the dollar runs through oil, and the U.S. is using financial markets as a primary tool of power. Cem breaks down why the biggest tell is market structure itself: he says we’ve “never in 125 years” seen a 15% rally come out of only a 5–10% decline from all-time highs, and he frames this as proactive crisis-style market management—because markets create liquidity, not just reflect it. Then he runs through what he calls a “mosaic” of preparations: emergency meetings around private credit and cybersecurity, energy and infrastructure deregulation, shifting industrial priorities, and even Hank Paulson floating a facility to backstop the Treasury market—moves Cem says don’t happen if leaders believe the crisis ends in two weeks. Finally, Michele and Cem talk catalysts the U.S. can’t control—oil, global FX stress, and geopolitical flashpoints like Taiwan—and what it means for the AI trade, inflation, and volatility into summer. Cem’s view: the squeeze power is diminishing, managed mean reversion is likely, vol compression could dominate summer, but the “boots on the ground” realities keep getting worse. 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 - UAE exits OPEC 00:58 - China vs US framing 02:41 - Dollar moat is oil 03:26 - UAE financial center risk 05:12 - Managed preparation 06:52 - Historic rally signal 08:37 - Proactive market support 09:30 - Markets are the input 10:35 - Too big to fail 12:25 - Market up, reality worse 14:29 - Revisiting the thesis 16:38 - Play the players 18:29 - Crisis prep tells 20:22 - Emergency actions list 22:16 - Hank Paulson warning 25:34 - What forces repricing 28:37 - Taiwan risk to AI 30:01 - Inflation is on menu 32:57 - OpenAI revenue miss 35:14 - What happens next 37:33 - Squeeze power fading 38:59 - “Peace” headlines timing 41:44 - Vol compression vs bleed 44:08 - Trading the bully table 46:19 - Wrap

    47 min

  3. 29 ABR

    LendingClub’s Big Quarter: Scott Sanborn on Credit Strength and the Happen Bank Rebrand

    Welcome back to StocktwitsTV. Michele Steele is joined by Scott Sanborn, CEO of LendingClub, soon to be Happen Bank, after a major quarter: originations up 31% and EPS at 44 cents, a beat by 22%. Scott explains what drove the performance: strong execution across controllable levers like expansionary marketing and cross-product adoption, plus credit that is outperforming expectations despite noisy headlines about consumer health. He shares standout engagement data, including roughly 40% of auto customers applying for a personal loan, and nearly a quarter of savings accounts coming from former borrowers. Michele digs into the private credit debate, asking whether SaaS-linked fears are being conflated with LendingClub’s funding story. Scott says funding looks strong: more loans sold in Q1 than Q4, at higher prices, with buyers signaling intent to keep purchasing because returns have held up. The biggest strategic shift is the rebrand: LendingClub is becoming Happen Bank. Scott explains why now is the right time, why “bank” matters for trust, and how “Happen” reflects an action-oriented customer who chooses to improve their finances. In rapid-fire community questions, Scott addresses whether Happen Bank will advertise on TV, how the strategy differs from SoFi, and how LendingClub plans to grow responsibly without chasing market share at the expense of credit quality. He also outlines the product roadmap: home improvement loans launching now, DebtIQ improvements including transaction monitoring, and home equity as a likely next major product once builds are complete. Finally, Michele asks about the impact of geopolitical shocks and higher oil on rates and borrowers. Scott says the immediate hit is the rate outlook shifting from three cuts to zero, but he maintains guidance and says the company is not seeing leading indicators of consumer stress in the tighter approval box it now underwrites. 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 - Big quarter recap 00:22 - Execution levers working 00:53 - Cross-product traction 01:09 - Credit beats expectations 01:26 - Private credit noise 02:05 - SaaS fear explained 02:32 - Loan buyers still active 02:54 - Hybrid model advantage 03:28 - Happen Bank rebrand 04:16 - Why name change now 04:42 - “Bank” builds trust 05:10 - “Make it happen” meaning 06:18 - TV advertising question 07:22 - Moving up the funnel 08:22 - Focused customer strategy 09:33 - Borrowers become savers 10:42 - Burner account question 11:11 - Market share vs credit 11:55 - 40–50% lower delinquencies 12:43 - “Marathon, not sprint” 14:26 - Product roadmap 14:37 - Home improvement launch 15:39 - DebtIQ upgrades 16:14 - Home equity next 17:30 - Rate cuts now zero 18:17 - No stress indicators 19:18 - Provision near zero 20:19 - Wrap

    21 min

  4. 23 ABR

    “They Ruin Everything”: Ben Cahn on Private Equity and Tapatio

    Welcome into StocktwitsTV. Michele Steele is joined by Ben Cahn—and yes, the Wi-Fi lives. First up: Michael Burry is buying the dip in PayPal after the stock fell more than 80% from its highs. Michele lays out the debate and Ben gives his take: he thinks people may be overcomplicating the story, and that PayPal’s real issue is competition—Apple Pay, Zelle, and a Venmo that’s “free for the most part.” Then the headline that sounds fake but isn’t: “Tapatio, Ozempic, and the hot sauce trade.” Michele explains the theory: GLP-1 users may crave bold flavors without adding calories, which could boost hot sauce demand. Ben reacts to the news that Tapatio sold to a Dallas private equity firm—after 55 years of family ownership—and goes on a passionate rant about private equity “ruin[ing] everything” if they mess with the recipe. They wrap by zooming out: how consumer trends still create real businesses, why America never stops spending, and why this segment somehow ends with Walmart not taking Apple Pay. 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/ #stocktwitstv  Chapters 00:00 - Wi-Fi jokes and intro 01:05 - Michael Burry buys PayPal 02:10 - “My mom uses PayPal” 03:05 - Why Ben thinks it’s boring 04:25 - Competition: Apple Pay, Zelle, Venmo 05:55 - “Official P2P of the NFL” 07:05 - What does that even mean 08:40 - Walmart doesn’t take Apple Pay 09:35 - Tapatio, Ozempic, hot sauce 10:55 - 55 years, recipe never written 12:10 - Private equity buyout reaction 13:05 - “They ruin everything” rant 15:10 - Brand deals and food fads 16:20 - Vitamin Water and BodyArmor story 18:05 - Wrap

    16 min

  5. 21 ABR

    Poet Technologies CFO Responds to Wolfpack Short Report + $430M War Chest Strategy | $POET

    Poet Technologies ($POET) CFO Thomas Mika joins StocktwitsTV to address the Wolfpack Research short report head-on — and explain why the company believes it was a "nothing burger" timed to spook shareholders before tax day. We cover: the Wolfpack short thesis and its biggest errors, Poet's $430M cash strategy (the "3 Cs"), the 800G and 1.6 terabit transceiver market, the Blazar light source product, NDAs with hyperscaler suppliers, a purchase order from Marvell/Celestial AI, and what a "meaningful order" looks like in 2025. Poet Technologies develops semiconductor chips that combine electronics and optics on a single chip — positioning the company as a component supplier to module makers serving major cloud providers. ⚡ Key topics: • Wolfpack short report rebuttal • $430M cash war chest — acquisitions or organic growth? • 800G / 1.6T optical transceivers • Marvell acquisition of Celestial AI — what it means for POET • Foxconn & Luxshare module partnerships • Light source "Blazar" product and the GPU interconnect market • Near-term revenue milestones and realistic timelines 📌 Follow StockTwits for more investor interviews: https://stocktwits.com ⚠️ Not financial advice. Do your own research. 0:00 Intro — Poet up 20%+ on 5x normal volume 0:23 The Wolfpack Research short report — biggest error explained 1:28 Message to shareholders who sold on the report 2:28 Stock price recovery — where POET stands vs. pre-report 3:21 What to watch in last earnings — hyperscaler attraction 4:15 800G & 1.6T transceivers + the blue ocean light source market 5:07 $430M cash: capacity, capability & credibility strategy 7:12 Why semiconductor-style assembly changes gross margins 8:13 Competitive landscape: Marvell, Celestial AI & NDAs 10:02 Poet's role — competing with or enabling Marvell? 11:00 The Blazar light source — OFC reception & laser company interest 12:15 Q&A: Milestone investors should watch for recognized revenue 13:05 Q&A: Foxconn, Luxshare & Marvell purchase order update 14:00 Q&A: What does a meaningful order look like for POET?

    14 min

  6. 16 ABR

    Full Interview: Rocket Lab CEO Peter Beck on Neutron, SpaceX, and What's Coming

    Welcome onto StocktwitsTV. Michele Steele sits down with Rocket Lab CEO Sir Peter Beck as the Stocktwits community tunes in with rapid fire questions about Neutron, Archimedes, and Rocket Lab’s long term ambition. Michele opens with a recent milestone: Rocket Lab solar cells showing up in Artemis II footage as the mission looped around the moon. Beck says Rocket Lab is building an end-to-end space company—launch, spacecraft components, satellite operations, and eventually services from space. From there, Michele brings in community questions about Neutron’s first launch timing and what has to go right for the Archimedes engine. Beck explains Rocket Lab is pushing hard for a Q4 target, but says rockets are rockets, and reliability and reusability matter more than rushing. He describes how the team is running tough tests designed to simulate re-entry conditions so Neutron can go up and come back down—reusability is the point. They also get strategic. Beck says the space industry’s total addressable market is largely about services from orbit, and Rocket Lab intends to be an end-to-end provider—build it, launch it, operate it—while still enabling other companies by selling critical components and systems. He explains Rocket Lab can compete for programs and still win business supplying others, because the company is diversified across a portfolio, not one single path. Michele asks about SpaceX comparisons, lunar landers, hypersonics, and the biggest milestone to hit next. Beck says Rocket Lab leads small launch, but he views the companies as pursuing different paths, and reiterates Neutron is mission-enabling, not the only driver—there are multiple needle-movers across the organization. Beck closes with a message to the community and a personal note: he is living his childhood dream—building the machines, not riding in them—and his goal is to build a multi-generational, super large, global space company. 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 - Welcome Peter Beck 00:26 - Artemis II solar cells 01:03 - Full stack vision 01:31 - Neutron Q4 target 02:15 - Launch reliability first 02:49 - “I hate launch day” 03:14 - Archimedes test gauntlet 04:18 - Own services layer 04:46 - TAM: 320B to trillions 05:45 - Picks and shovels model 06:21 - Biggest growth obstacles 06:40 - Methodical capability build 07:44 - Rocket Lab vs SpaceX 08:08 - Small launch advantage 09:08 - Lunar lander question 10:01 - Hypersonic Neutron idea 10:58 - Biggest 12-month milestone 12:11 - Electron success and backlog 12:53 - Message to long-term holders 13:49 - Childhood dream story 15:27 - Wrap

    16 min

  7. 14 ABR

    World Quantum Day: Two CEOs on Space, Defense, and Room-Temperature Quantum

    It’s World Quantum Day on StocktwitsTV, and Michele Steele sits down with two quantum CEOs to talk about what’s happening now, not someday. INFQ CEO Matt Kinsella starts with a headline that sounds like sci-fi: his company’s quantum hardware is on the International Space Station, with an upgrade arriving via a Northrop Grumman mission. He explains why quantum in microgravity matters, how space becomes a proving ground for real applications, and why space-based quantum sensing can unlock new measurement capabilities. Michele then pivots to defense, where Matt describes accelerating procurement interest in quantum sensing and GPS-denied navigation, plus how quantum atomic clocks can expand beyond a replacement cycle into entirely new markets as GPS vulnerability rises. He closes with the two metrics he wants investors to watch: hitting revenue guidance and advancing logical qubits. Next, Michele speaks with Quantum Computing Inc. CEO Dr. Yuping Huang about QUBT’s focus on room-temperature, integrated quantum devices designed to reduce cost and operating overhead. He discusses “network-ready” quantum communications that can be plugged into existing fiber infrastructure, a pilot access and revenue-share model through the Chicago Quantum Corridor, and how recent acquisitions strengthen QUBT’s ability to build smaller, packaged quantum products with in-house lasers, detectors, electronics, and optical packaging. Finally, they address the urgency around security as AI tools expose vulnerabilities, and why that can accelerate adoption timelines for quantum-secured communications. 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 00:01 - World Quantum Day 00:28 - Artemis splashdown link 00:55 - INFQ hardware docks 01:42 - Why space quantum 01:59 - Microgravity advantage 02:41 - Gravity mapping mission 03:26 - Space sensing future 03:39 - Space data impact 04:21 - QGG pathfinder plan 04:51 - Defense pivot question 05:09 - Quantum clock use 05:34 - Defense urgency rises 06:57 - Procurement accelerates 07:11 - Contract status check 07:15 - $11M award 07:21 - Clock market size 08:43 - GPS denial expands 09:23 - Modalities showdown 09:51 - Neutral atoms case 10:18 - Freezing at room-temp 11:37 - Deployment economics 11:53 - INFQ milestones 12:09 - Revenue guidance 12:43 - Logical qubits target 13:10 - INFQ wrap 13:40 - QUBT differentiator 00:12 - Room-temp devices 01:06 - QKD live demo 02:12 - Plug into fiber 02:50 - Chicago corridor pilot 03:20 - Access revenue model 05:26 - Acquisition discipline 06:16 - Luminar benefits 07:43 - NewCrypt value 09:13 - AI vulnerability urgency 11:06 - Adopt security now 13:17 - Message to holders 14:46 - Roadmap unchanged 15:23 - Revenue outlook 15:45 - New products ahead 16:03 - Closing remarks

    31 min

  8. 10 ABR

    Space Stocks Rip, Biotech Breakout, Tesla Setup: Evan Medeiros’ Watchlist

    Welcome into StocktwitsTV. Michele Steele is joined by Evan Medeiros, founder of TradeRisk and a full-time trader, to map out what’s real in this rally and what’s just noise. Evan’s base case has been sideways, volatile, and frustrating, but he upgrades the forecast slightly after seeing semiconductors attempt new highs. He says that strength matters because chips are an influential group after a rough first quarter for tech. From there, Evan runs through his watchlist: Space: He thinks SpaceX IPO hype is putting a magnifying glass on the whole space complex, lifting names like Planet, Rocket Lab, and AST. Since he’s not a space specialist, he prefers broad exposure through the UFO ETF to participate in the trend while staying cautious about unprofitable single names. Biotech: Evan says biotech has gone nowhere for years, creating pent-up energy as valuations look attractive. He highlights tailwinds like the GLP-1 wave, a patent cliff, and rising acquisition premiums, and he prefers playing the theme through XBI rather than picking single stocks. Tesla: He calls it a “hold your nose” buy driven by timing, positioning, and washed-out sentiment. After years of flat performance and a major correction from highs, he frames Tesla as an asymmetric bet tied to autonomy and other long-term optionality, while managing risk by selling calls against the position. Cloudflare: Evan’s favorite software name. He argues Cloudflare acts like a tollkeeper on internet traffic, and that an agentic AI future increases the value of that positioning. He views NET as a relative strength leader in software, even as the broader sector has been under pressure, and he also uses covered calls to manage the position. He closes with one thing to watch: whether semiconductors can close the week at weekly all-time highs, which would strengthen the bull case. 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 00:03 - Evan joins StocktwitsTV 03:34 - Rally real or head fake 03:59 - Semis signal strength 04:39 - Tech drawdown context 05:08 - SpaceX hype lifts space 06:11 - UFO ETF approach 07:07 - Space stocks breaking out 08:24 - Why broad exposure 08:54 - Biotech setup begins 09:26 - XBI and IBB framing 09:55 - Five years flat 10:19 - Tailwinds and valuations 11:09 - Patent cliff and M and A 11:35 - AI speeds drug development 12:03 - Biotech breakout call 12:41 - M and A premium angle 13:23 - Tesla “hold your nose” 14:13 - Sentiment and positioning 15:34 - Four years of waiting 16:04 - Asymmetric upside thesis 17:55 - Tesla as call option 20:45 - Covered calls risk control 21:25 - Cloudflare case 22:51 - NET vs software strength 23:35 - AI agents tollkeeper thesis 24:58 - NET down day context 25:24 - Buying level question 25:47 - Managing with covered calls 26:29 - Week ahead idea 26:52 - Watch semis weekly close 27:26 - Where to find Evan

    25 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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