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. 14 HRS AGO

    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

  2. 2 DAYS AGO

    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

  3. 6 DAYS AGO

    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

  4. 8 APR

    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

  5. 7 APR

    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

  6. 31 MAR

    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

  7. 31 MAR

    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

  8. 30 MAR

    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
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About

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.

Information

  • Creator
    Stocktwits
  • Years Active
    2K
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    StocktwitsTV

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