Sift Stack

Sift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.

  1. 3 DAYS AGO

    Stock Review of Tesla, NVIDIA CEO Jensen Huang Interview, & Iran War Updates: TWSS 25 - 4.21.2026

    Episode 25 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Tesla is at a strategic crossroads as it prepares for Thursday’s earnings. While 2026 EV sales face headwinds from expired tax credits, the narrative has shifted. Tesla is now a vertically integrated powerhouse in AI, robotics, and energy. Investors are prioritizing the massive upside of FSD, Robotaxis, and humanoid robots over traditional car margins. Meanwhile, global markets remain tense as Iran re-closes the Strait of Hormuz despite upcoming peace talks. Separately, NVIDIA’s Jensen Huang warns that physical infrastructure, not model intelligence, is now the primary bottleneck for the AI revolution. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    29 min
  2. 17 APR

    Markets Hit All-Time Highs as Strait of Hormuz Reopens: TWSS 24 – 4.17.2026

    Episode 24 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Global markets are celebrating a historic turnaround following the Israel-Lebanon ceasefire and the reopening of the Strait of Hormuz. The Dow surged 1000 points, while the S&P 500 and NASDAQ reached new all-time highs, marking the fastest recovery from a near-correction since 1990 - rebounding in just 11 days. As geopolitical tensions ease, oil futures plummeted over 10%, offering long-awaited relief at the pump. With the US 10-year yield dropping to 4.234%, staying the course is showing to be effective through market declines. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    3 min
  3. 15 APR

    Stock Review of Intel & Strait of Hormuz Blockade: TWSS 23 – 4.13.2026

    Episode 23 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The bulls are back! On The Weekly Sift Stack, the S&P 500 reclaims green territory as markets price in a contained Iran conflict despite a new U.S. blockade. Intel steals the spotlight with a 58% monthly surge, driven by a Google partnership and Elon Musk’s $25B "Terafab" project - a facility aiming for 6% of global power capacity. We break down the U.S. government’s 218% ROI on $INTC and why Intel’s domestic manufacturing is the ultimate AI bottleneck. Plus, we celebrate Rory McIlroy’s Masters victory and discuss Chase’s $3,600 switching promos. Stay savvy, Sifters! This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    17 min
  4. 8 APR

    Artemis II Back to The Moon, Lululemon Stock Review, & Iran War Updates: TWSS 22 – 4.6.2026

    Episode 22 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Lululemon is currently facing a retail paradox. Despite record revenue, shares have retreated to 2019 levels as North American growth stalls and the search for a permanent CEO continues. At an 11.72 P/E, is LULU a value play or a fading trend? In geopolitics, a two-week truce in the Middle East has sparked a market rally, with strikes paused contingent on the Strait of Hormuz remaining open. Finally, NASA’s Artemis II is officially orbiting the moon, marking humanity's return to lunar space after 50 years. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    22 min
  5. 1 APR

    Is Meta a Drug? U.S. Weighs land Invasion of Iran & Fed Eyes Inflation: TWSS 21 - 3.30.2026

    Episode 21 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Meta is struggling after a major ruling on social media addiction sent shares down. While current fines are small, the threat of more lawsuits and new rules still looms. At the same time, the Pentagon plans potential ground missions targeting Iran’s Kharg Island oil hub. Amidst the chaos, Fed Chair Jerome Powell stays calm about inflation despite rising gas prices. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    25 min
  6. 25 MAR

    The 1st $1T Bank? JPMorgan Chase, Calming Oil & The Proposed 5 Day Cease Fire: TWSS 20 - 3.23.2026

    Episode 20 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. A proposed five-day ceasefire temporarily sent oil below $90, though global energy shortages are forcing some nations into four-day work weeks & remote work. Meanwhile, mortgage rates continue to rise. JPMorgan Chase is the "stock of the week," nearing a $1 trillion valuation with significant cash reserves. Despite geopolitical tension, CJ and Tyler echo Jamie Dimon’s advice: "Some things never change - there will be another crisis, and its impact will be felt by the financial markets." This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: / @siftstackpod Instagram: / sift_stack TikTok: / sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    19 min
  7. 18 MAR

    Is Uber Future-Proof? AV's, NVIDIA Partnerships, & The Strait of Hormuz Crisis: TWSS 19 - 3.17.2026

    Episode 19 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Market volatility remains the name of the game as we hit the third week of the War in Iran. While crude oil has retreated from its $98 highs, the U.S. Dollar continues to flex its muscles, creating a complex backdrop for the Fed and bond markets alike. In this episode, we break down why the S&P 500 is showing resilience, the worsening crisis in Cuba, and a deep dive into our Stock of The Week, Uber. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    19 min
  8. 11 MAR

    Iran War Updates, Oil, & Adobe’s AI challenge: TWSS 18 – 3.9.2026

    Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector highlights the record-breaking 35% weekly spike in oil prices following the closure of the Strait of Hormuz. Finally, the hosts examine the software sector's struggles, specifically focusing on Adobe’s recent "narrow moat" downgrade and the mounting competitive pressure from AI-driven alternatives. This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

    34 min

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Sift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.

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