Just the Tips (by the Stock Jocks)

The Stock Jocks
  • 5.0 (13)
  • INVESTING

Three Wall Street and Silicon Valley insiders (your friendly neighborhood  Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector.  Think "All-In", minus the sweater vests and tech bro culture  (sorry if that hit a little close to home) -- plus a little of that locker room "spice." Laugh. Love. Trade. Win!

  1. NOV 28

    Episode 29: $APPF Evict or Renew this Landlord's Fav Stock?

    Send us a text Welcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics. What We Cover: 🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending. 💻 Nvidia's Monster Quarter - Despite crushing earnings expectations with $57 billion in revenue, the stock sold off. We analyze what this means for AI infrastructure investing and whether it's still a buy. 🏢 The Vertical SaaS Showdown - Our main event features a head-to-head battle over AppFolio ($APPF). George makes the bull case for this property management platform trading at attractive valuations, while Bruce argues it's growth-at-an-unreasonable-price. Luca breaks the tie as guest referee. Key Debates: Will AI destroy or enhance vertical SaaS businesses?Are lower gross margins the new normal for AI-powered companies?Can legacy software companies defend their moats against next-gen AI competitors?Is Google finally catching up in the AI race with Gemini 3.0?Plus: College football rivalries, holiday photo strategies, and dad jokes courtesy of George's button. Stock Tickers Discussed: NVDA, APPF, GOOGL, MSFT, ORCL, PLTR Disclaimer: This podcast is for educational purposes only and is not financial, investment, or legal advice. Always consult with a qualified professional before making investment decisions.

    1h 21m

  2. NOV 13

    Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!

    Send us a text Do you like beating the market? So do we. In this episode, we conduct our third review of stocks previously covered on the pod—and spoiler alert: we handily beat the market. Our last six picks returned 37%, outperforming by 38 percentage points! We revisit SoftBank ($9984:JP), $WLDN, $IOT, $CRCL, $NBIS, and $UBER, covering recent earnings, news updates, and our latest buy/sell recommendations. We also discuss OpenAI's massive CapEx commitments and Sam Altman's reactions to questioning, plus try to solve the mystery: where is our missing Stock Jock, Gordo.

    55 min

  3. SEP 8

    Episode 27: Softbank Group (9984:JP): More Soft, or more Bank?

    Send us a text Recorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.

    1h 9m

  4. AUG 19

    Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.

    Send us a text Recorded 8/17/2025. The Stock Jocks build the bull/bear case on potential “hidden gem” and energy/AI infrastructure play Willdan Group.  News: Inflation/rate cuts, $CRWV earnings, $CRCL, $BLSH IPO.

    51 min

  5. AUG 5

    Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?

    Send us a text Recorded 8/3/2025. The Stock Jocks give the bull/bear treatment to Internet-of-Things (IOT) and fleet telematics specialist Samsara ($IOT). The Jocks also give their always spicey takes on the news, including $MSFT/$GOOG earnings, the AI space ($META, $NVDA), the Figma ($FIG) IPO, and why Jensen Huang is the Sidney Sweeny of tech.

    57 min

  6. JUL 14

    Episode 24: $CRCL (Circle): Circle of Life, or Circle Jerk?

    Send us a text Recorded 7/13/2025. The Stock Jocks give the bull/bear treatment to stablecoin specialist Circle, a high-flying recent IPO. Spoiler: the Jocks all ultimately agree on this one. As usual, The Jocks give updated thoughts on tariffs, inflation, and the arms race in the AI space ($NBIS, $META, $NVDA, $AMD, $GOOG).

    44 min

  7. JUL 1

    Episode 23: $NBIS (Nebius): Long-term Grower, or Just a Near-Term Show-er?

    Send us a text Recorded 6/30/2025. The Stock Jocks give the bull/bear treatment to “neocloud” and AI-infrastructure specialist Nebius, perhaps the fastest-growing public tech company in history. As usual, The Jocks also reflect on recent market developments (the conflict in Iran, inflation, tariffs, deportations, etc.)

    50 min

  8. JUN 16

    Episode 22: Where Are They Now, Part Deux: Looking Back on Our “Tips”

    Send us a text The Stock Jocks look back on the stocks featured in recent episodes ($COIN, $CRWV, $DOCU, $PLTR, $DDOG, $APP, $PATH, $META, $TWLO, $CRWD ). To the shock of all, Gordon AGAIN takes the Just the Tips stock-picking crown (relative long performance: 34% vs. S&P) based on his prescient insight on $CRWD and $META.

    1h 7m
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5
out of 5
13 Ratings

About

Three Wall Street and Silicon Valley insiders (your friendly neighborhood  Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector.  Think "All-In", minus the sweater vests and tech bro culture  (sorry if that hit a little close to home) -- plus a little of that locker room "spice." Laugh. Love. Trade. Win!

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