Stonkcast

Brandon Schaar

Welcome to Stonkcast — your go-to podcast for breaking down stocks, crypto, and market trends. Whether you're just getting started or deep into the charts, we make finance simple, fun, and actionable. From meme stocks to macro moves, Brandon brings clarity to the chaos — helping you turn small moves into big wins. 📅 New episodes every Wednesday 9PM ET and Sunday at 7PM ET — market updates, prep, momentum plays and trade ideas. 💸 Support the show: If you’re getting value, consider buying Brandon a coffee or helping cover production costs: 👉 paypal.me/stonkcast 📈 Get $15 Off TradingView — the charting platform we trust: 👉 tradingview.com/?aff_id=154886 🎧 Listen on your favorite podcast app: 👉 pod.link/1791475353 Follow on X: 👉 x.com/StonkcastShow 📈 Shop Stonkcast merch: 👉 stonkcast-shop.fourthwall.com/collections/all

  1. 1d ago

    GoPro's Best Week Ever: The $285M Deal | The Real Math

    GoPro just posted its best week ever — the camera maker is merging into an AI and defense play. The stock jumped 105% in five days after GoPro agreed to merge with Starman Optical, a U.S. optical-transceiver maker tied to AI infrastructure. Shareholders get $285 million in cash — about $1.14 a share — plus roughly 10% of the combined company, and the deal clears around $92 million in debt. YouTuber Markiplier's 8.5% stake helped set it off. We run the real math on what those shares are actually worth once the deal closes, then get into the bond market's warning to the bull rally, PwC's $31.6 trillion AI-buildout forecast, and the jobs data Thursday and Friday that could move all of it. 📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

    GoPro's Best Week Ever: The $285M Deal | The Real Math
  2. 4d ago

    Nancy Pelosi Bought Intel | My Verdict | Market Prep Sunday

    Nancy Pelosi disclosed a major Intel buy: 10,000 shares and 50 long-dated call options. She bought after Intel already ran 150% this year, with calls that run to 2027. The quarter was strong — revenue up 25%, margins nearly doubled — but the stock's at 87x forward earnings with a Wall Street "Hold." I walk through exactly what she bought, give you my verdict on whether to follow her into Intel and the price level I'm watching, then test the whole trade against Fed Chair Kevin Warsh's hawkish Jackson Hole speech and the sharp jump in September rate-hike odds. Plus Nvidia's blockbuster quarter and the margin number that's the real story. 📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

    Nancy Pelosi Bought Intel | My Verdict | Market Prep Sunday
  3. Aug 27

    Nvidia's Two Sentences Fixed the Stock in Seconds

    Nvidia's CFO guided 70% growth and called it supply-constrained — the stock jumped 4% in seconds. Nvidia dipped on the print, then ripped the moment CFO Colette Kress spoke on the call: ~70% revenue growth guided for fiscal 2028, nearly double the Street, with demand running past even that. Brandon unpacks why "supply-constrained" is the most bullish phrase in tech, whether the 4% pop is real or priced to perfection, and the one Mag 7 name he'd buy before Nvidia here — why Meta just cleared a ~$16.7B legal overhang, and why July's inflation print keeps the Fed boxed in. Plus the data and earnings that move markets through Friday. 📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

    Nvidia's Two Sentences Fixed the Stock in Seconds
  4. Aug 23

    Nvidia Reports Wednesday — It Falls After Every Beat | How I'd Trade It

    Nvidia reports Wednesday, and it's fallen after earnings four straight quarters even after beating. Nvidia's fiscal Q2 is the biggest event of the week, and it hits Wednesday alongside the July PCE inflation report and the second estimate of Q2 GDP. The Street is looking for about $92 billion in revenue and a gross margin near 75% — but after four straight post-earnings selloffs, the question is whether a beat even matters anymore. I walk through the numbers that count, the Blackwell-to-Rubin transition, and the China H200 situation, then lay out exactly how I'd trade the setup — my levels and the two other names on my list this week, including the one I'm buying. Plus Jackson Hole, Fed Chair Warsh on Friday, and Canada's new 50% tariffs. 📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

    Nvidia Reports Wednesday — It Falls After Every Beat | How I'd Trade It
  5. Aug 20

    Moderna Soars 177% on Cancer Vaccine Win | Fed Minutes Hint at a HIKE | Market Midweek Check-In

    Moderna soared 177% after its cancer vaccine with Merck cleared a Phase 3 trial. Merck and Moderna's personalized mRNA vaccine met its primary endpoint in the Phase 3 INTerpath-001 melanoma trial — 1,137 patients, randomized, first positive Phase 3 for any individualized neoantigen therapy. MRNA closed up 177%, MRK up 12.6%, and short sellers lost roughly $4.8 billion. We also get into the software trade finding a floor: Silver Lake's reported $51B takeover talks at Workday have the street rethinking Figma, GitLab and the entire AI-disruption discount. Then the bond market. Treasury doubled its buyback size to $4B per operation, pulling the 30-year off 5.28% — right before July's Fed minutes revealed three officials voted to raise rates. We close with the calendar and earnings still ahead this week. 📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

    Moderna Soars 177% on Cancer Vaccine Win | Fed Minutes Hint at a HIKE | Market Midweek Check-In
  6. Aug 18

    Trump Took 10% of Intel: Former White House Aide on Who Gets Picked | AI Next

    The federal government owns 9.9% of Intel — and stakes in 29 other companies. Will Russell served as Special Assistant to the President and Deputy Director of Presidential Advance, briefing President Trump daily and running every leg of his travel. He joins Stonkcast to explain what Washington's $26.7 billion equity portfolio actually is, how a company gets selected, and whether taxpayers are getting a good deal. We cover the Intel stake, the rare earth positions, US Steel's golden share, and the proposal to extend the same model to frontier AI companies — then the harder question of how much say government should have in AI and quantum. 📅 New episodes every Thursday 6AM ET & Sunday 7PM ET. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.

    Trump Took 10% of Intel: Former White House Aide on Who Gets Picked | AI Next

Ratings & Reviews

4.8
out of 5
5 Ratings

About

Welcome to Stonkcast — your go-to podcast for breaking down stocks, crypto, and market trends. Whether you're just getting started or deep into the charts, we make finance simple, fun, and actionable. From meme stocks to macro moves, Brandon brings clarity to the chaos — helping you turn small moves into big wins. 📅 New episodes every Wednesday 9PM ET and Sunday at 7PM ET — market updates, prep, momentum plays and trade ideas. 💸 Support the show: If you’re getting value, consider buying Brandon a coffee or helping cover production costs: 👉 paypal.me/stonkcast 📈 Get $15 Off TradingView — the charting platform we trust: 👉 tradingview.com/?aff_id=154886 🎧 Listen on your favorite podcast app: 👉 pod.link/1791475353 Follow on X: 👉 x.com/StonkcastShow 📈 Shop Stonkcast merch: 👉 stonkcast-shop.fourthwall.com/collections/all

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