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.

Episodes

  1. 7 HR AGO

    Shay Boloor on AI Bubble or Reality? Markets Are Telling Us Something

    The S&P keeps hitting fresh highs while the Nasdaq spins its wheels — and that divergence is sending a message about tech leadership in 2026. Shay Boloor breaks down why the “buy anything tech” playbook is getting stress-tested, why software multiples are in a platform transition, and how the AI theme is shifting toward “winner take all.” They also dig into: Palantir’s setup and why it may be in a different category than typical app software, whether state-level data center pauses matter for Nvidia and semis (or if demand just reroutes), a full bull case on Jumia after a volatile earnings reaction, a blunt critique of Michael Saylor’s Bitcoin strategy and how traders view Strategy as leverage, the “Musk economy” narrative around Tesla, and why Google issuing a 100-year bond is more confidence than stress — plus what it signals about AI infrastructure becoming long-duration buildout. Sign Up to join Stocktwits! https://stocktwits.com/ Subscribe to Our Channels: Stocktwits: https://www.youtube.com/@stocktwits The best of investing social, news, trends, and community driven market chatter in one place. Cryptotwits: https://www.youtube.com/@CryptotwitsOfficial Crypto news, narratives, and chart talk to keep you ahead of the next big move. True Odds: https://www.youtube.com/@True_Odds-ST Where prediction markets meet sports odds, sharp takes on what the lines are saying, what the market is pricing in, and how real time sentiment can shift the probability. Stocktwits Clips: https://www.youtube.com/@StocktwitsClips Quick hits and the best moments, bite-sized clips you can watch anytime. Boardroom Exclusives: https://www.youtube.com/@BoardroomExclusives Behind the scenes access and exclusive conversations you won’t find anywhere else. Ballpark Figures: https://www.youtube.com/@BallparkFigures-ST Big picture numbers, market context, and the stats that actually matter, made simple. Newsletters: Cryptotwits Newsletter: https://cryptotwits.stocktwits.com/ Your home base for what’s trending in crypto—top stories, heat-check sentiment, and the conversations driving coins, narratives, and the next rotation. Want to know what this means for your money? Follow The Daily Rip 👉 https://thedailyrip.stocktwits.com/ Other Socials: https://linktr.ee/stocktwits_ 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/ 00:00 Seahawks bet + Super Bowl banter 00:43 S&P at fresh highs while Nasdaq lags 01:10 Since Oct 29, 2025: how many S&P ATHs? 01:54 What the divergence is signaling for tech in 2026 02:29 “Penalty box” for CapEx-heavy AI/software 02:55 AI economy: demand vs price action confusion 03:03 Retail rotation into old-economy names 03:27 Structural unwind and “carnage” in secular growth 04:34 Software talk: SNOW, CRM, narrative “vibe shift” 05:16 Software is in a platform transition (multiples reset) 06:41 AI shifts to “winner take all” leadership question 07:42 Palantir as an AI winner — who else joins? 08:00 Palantir chart/support and why it’s “one of one” 09:38 Data center pause headlines: semis/memory bubble fears? 10:35 Local politics vs global data center demand rerouting 12:21 Jumia earnings: revenue/GMV up, stock down — bull case 13:27 Inflection: falling fulfillment cost, low cash burn, path to profitability 15:14 Africa demographics + Starlink connectivity angle 16:09 Michael Saylor on Bitcoin: “digital capital” + keeps buying 17:12 Critique: Saylor and “poison pill” concern 19:00 Strategy as leveraged Bitcoin tool vs long-term investment 20:02 Tesla as a call option on the “Musk economy” 23:13 Speculation + scrutiny: Musk ecosystem and market attention 24:56 Google issues 100-year bond: confidence or top signal? 26:32 AI infra is long-duration buildout; cloud reacceleration 27:43 Why the bond market can underwrite it (cashflow context) 28:06 Wrap-up

    29 min

  2. 4 DAYS AGO

    Iran and Venezuela Through an Energy Lens: Incentives, Deals, and Mispricing Risk

    Welcome back to StocktwitsTV. Host Michele Steele is joined by Cem Karsan for a macro “jam session” that connects January’s market rotation to a much bigger decade-long regime shift. Cem explains why the first trading day of the year looked like a starting gun, accelerating the move toward what he calls strategic assets in a bifurcated world. In his framework, higher rates and supply constraints create multiple bidders for limited, bottlenecked resources and capabilities, not just commodities, but also areas like chips and defense technology, which can remain convex for a long time. He then lays out why demand-side economics are reasserting themselves in a populist environment shaped by demographics, affordability pressures, and political incentives. He ties that shift to curve steepening, break-evens, inflation dynamics, and a resurgence in areas like consumer staples and other defensives that lagged previously. Michele and Cem also discuss geopolitics through an energy lens, focusing on Venezuela and Iran as incentive-based efforts to limit China’s access to oil and redirect flows, and why Cem believes the market may be overpricing the odds of sustained military conflict and higher oil in the near term if a deal emerges. They wrap with what to watch next month, including fiscal and housing policy signals, long-end rates, and how election cycles can matter more during populist periods. 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 and conditions here: https://stocktwits.com/about/legal/terms/ Chapters and Timestamps 00:00 Chicago setup and “mean tweets” intro 01:35 January as signal: as goes January, so goes the year 02:32 The “starting gun” feel and accelerated market action 03:05 Strategic assets in a bifurcated world: bottlenecks and convexity 04:18 Industrial metals, precious metals, lithium and more 04:41 Demand-side economics returns: the structural shift 05:10 Demographics, inequality, and the old-versus-young framing 06:23 Supply-side attempt versus demand-side reality 08:03 Distrust, anger, and the populist feedback loop 09:06 Curve steepening, break-evens, inflation and defensives ripping 10:33 What this implies for the rest of the year 12:22 When the US starts to move: competing for hard assets 13:06 Fiscal spending into midterms: infrastructure and incentives 13:58 Populist periods and election-cycle volatility 15:13 Politics matters more in populist times 15:39 Noise vs signal: parsing the firehose 16:20 Why the cycle intensifies over time 17:56 Affordability, household formation, and dissatisfaction 19:48 Protectionism and global conflict dynamics 22:18 Iran and Venezuela: energy, incentives, and China’s constraints 23:19 China’s energy vulnerability and blockade risk 25:20 Venezuela and Iran as levers on energy flows 27:03 Regional players and shifting Middle East alignment 31:12 Higher odds of a deal versus regime change 33:28 Market mispricing: conflict and oil risk 34:05 Rapid fire: what we may be talking about next month 35:29 Housing policy, fiscal velocity, and inflation risk 36:05 Long end, refinancing cycle, and liquidity draw 36:31 Rough patches and “shooting the generals” 37:15 Buckle up: decade-plus regime shift and wrap

    39 min

  3. 4 DAYS AGO

    Software Slump 2026: Why Jensen Says AI Won’t Replace SaaS

    Hey everybody, welcome back to StocktwitsTV. Host Michele Steele is joined by Megan King to break down two huge storylines: the software slump of 2026 and the NFL’s crackdown on prediction market ads ahead of the Super Bowl. First, Michele tees up Jensen Huang’s argument that the idea of AI “replacing” software is illogical, even as heatmaps show a sea of red across major software names. Megan agrees, saying the current drawdown is driven by uncertainty as investors extrapolate a future where autonomous agents compress seat counts and cap pricing power. Her view is that AI does not eliminate software, it rebundles it, and agents still need systems of record, permissioning layers, compliance logic, and workflow orchestration. She expects pressure to continue through Q1 until the market sees stabilizing core revenue, modest seat compression, and AI revenue that is incremental and margin neutral, with a real inflection point coming from tone shifts and visible revenue proof. Megan adds that incumbents like Microsoft and SAP are positioned to internalize AI value because they control distribution and the data layer, and that patient capital has historically been rewarded when platform incumbents adapt their revenue models. Then it’s the big game and the investor angle: the NFL bans prediction markets from advertising during the Super Bowl while incumbents like DraftKings and FanDuel remain everywhere. Megan argues the move signals prediction markets are a real threat to traditional sportsbook economics, describing them as more exchange-like with lower fees and more efficient pricing. She says a more analytical, price-sensitive cohort may migrate to prediction markets, driving liquidity and long-term engagement, and that sportsbooks will ultimately need to adopt the model, build it, or acquire it to hedge against the demographic and structural shift. 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 Software slump of 2026 setup 00:00 Jensen Huang: AI won’t replace software 01:00 Sea of red in big software: Microsoft, Salesforce, Adobe 01:13 Overdone fear or fundamental collapse 01:27 Megan: AI rebundles software, does not eliminate it 02:03 What agents still need: systems of record, compliance, workflow 02:48 Bottom call: likely pressure through Q1 03:05 What the market needs: evidence of AI monetization 03:33 Why incumbents can win: data layer and distribution 04:18 Patient capital view: 1 to 3 years 04:53 Super Bowl setup 05:14 NFL bans prediction market ads during the Super Bowl 05:50 Why the NFL move matters: economics, not ethics 06:37 Prediction markets vs sportsbooks: the cohort shift 07:31 Sportsbooks look outdated vs exchange-like markets 07:57 Incumbent defense move explained 08:15 Robinhood as crossover: stocks plus sports outcomes 09:13 DraftKings and Flutter charts: cannibalization fears 09:42 M and A question: acquire or build 10:07 Megan: sportsbooks will acquire or create prediction markets 11:01 Wrap and outro

    12 min

  4. 5 DAYS AGO

    LendingClub CEO on Blowout Q4: Originations Up 40 Percent, Rebrand, and DebtIQ

    All right, StockTwits, we’re here with Scott Sanborn, CEO of LendingClub, the digital marketplace bank focused on helping members lower their cost of debt. In this interview, StockTwits breaks down LendingClub’s monster fourth quarter with Scott: revenue up 23 percent, originations up 40 percent, and EPS that tripled. Scott explains why the stock’s reaction has sometimes felt confusing, pointing to a change in the company’s accounting program that analysts understood but parts of the buy side did not fully incorporate. Then we get into what’s next. Scott outlines why LendingClub is rebranding and why now is the right time, emphasizing that the company has grown beyond its original model and now offers award-winning checking, savings, and CD products. He also explains DebtIQ, a new technology being integrated into the mobile app designed to show customers their true credit card rates, quantify savings, and track multiple cards in one place. Scott says LendingClub typically saves customers about 700 basis points versus credit card rates, which he notes are often 22 to 23 percent. The conversation also covers new verticals such as major purchase financing, partnerships like furniture financing, and a big push into home improvement, plus why the company believes it can deliver originations growth and margin expansion with or without Fed rate cuts. Finally, Scott talks about how LendingClub pays attention to retail shareholders through Q and A tools and community feedback before closing with a Super Bowl pick. 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/

    18 min

  5. 3 FEB

    PLTR Earnings Shock: No Deceleration, Huge Margins, and Wall Street’s Valuation Fight

    Welcome into StocktwitsTV. Host Michele Steele is joined by Shay Boloor to unpack a wild mix of AI, Musk ecosystem headlines, and fintech winners and losers. First up is Palantir: revenue up, profit up, guidance up, stock up. Shay calls the quarter a credibility moment, pointing to a 2026 guide raised to 61 percent with no deceleration, a commercial engine scaling fast, net dollar retention surging at scale, and an eye-popping operating margin result that he says forces a rethink of how AI application winners get valued. Michele presses on Wall Street skepticism and valuation concerns, and Shay argues that trying to pick a top in Palantir is riskier than respecting the multi-year trend when the company is clearly monetizing AI spend. Next, they pivot to Elon Musk combining SpaceX and xAI into a 1.25 trillion private empire. Shay explains why he sees strategic logic, not a bailout, and why frontier models ultimately become a layer inside broader ecosystems. They also discuss what Tesla shareholders should make of capital flowing into xAI, and why Shay views Tesla as the physical endpoint of intelligence across robotics, autonomy, and energy. Finally, it’s fintech. Shay says PayPal has been misrun, squandered first-mover advantages, and proves why “cheap can always get cheaper,” even suggesting a possible Musk buyback as payment rails for the wider ecosystem. They close on Robinhood: aggressive AI tools, prediction markets growth, the super app narrative, and the key risk that still matters most, crypto exposure, even as the company improves product depth and operating leverage. 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 and conditions here: https://stocktwits.com/about/legal/terms/ Chapters 00:00 Palantir: revenue up, profit up, guidance up, stock up 00:12 Alex Karp to retail: doubters were wrong 01:06 PLTR credibility moment and fears of 2026 deceleration 01:50 61 percent 2026 guide: why it matters 02:18 Monetizing AI spend versus selling a promise 02:46 Wall Street valuation fight: downside calls and multiple worries 03:38 Nvidia déjà vu and the risk of shorting PLTR 04:32 Palantir as enterprise operating system and ROI proof 05:02 Net dollar retention at scale: why it’s “insane” 05:36 Shay: adding and nibbling again 06:29 Margin shock: 71 percent operating margin and what it signals 07:33 Palantir vs OpenAI: profitable growth versus growth at all costs 08:05 Musk merges SpaceX and xAI into 1.25 trillion 08:32 Bailout or strategy: Shay’s take 09:08 Frontier models as inputs into broader ecosystems 10:00 Aligning compute, data, distribution, capital under one roof 10:38 Tesla shareholders: xAI funding and the thesis question 11:08 Tesla as physical endpoints of intelligence 12:03 Why Shay has not added Tesla recently and what would change 13:06 The excitement premium of a unified Musk ecosystem 14:01 Fintech close: PayPal versus Robinhood 14:20 PayPal: “cheap can always get cheaper” 15:10 Misrun utility and squandered first-mover moments 16:26 Agentic commerce and why others may win 17:01 Dividend as defensive signal and buyout theory 17:29 Musk buying PayPal back as payment rails 18:36 Robinhood: AI tools, prediction markets, super app talk 19:23 Product depth improves, but crypto still 40 to 50 percent of revenue 20:26 Operating leverage and monetizing engagement 21:05 Why volatility may last longer than people expect 21:39 Why dips keep getting bought in AI 22:00 TSMC demand curve comment and 2020 timeline mention 22:18 Copper as the data center commodity play 22:51 Super Bowl party, prediction markets, and wrap

    24 min

  6. 29 JAN

    Healthcare Gets Smoked: UNH Down 18% on Medicare Proposal — Silver Breaks Records

    Welcome into StockTwitsTV — we talk about the market, so you don’t have to. Host Michele Steele is joined by Megan King to break down a week where there’s plenty of green on the board… but a ton of red in healthcare. They start with UnitedHealthcare (UNH) and a brutal move lower as a U.S. proposal to hold Medicare Advantage payments flat triggers a sector-wide reset. Megan explains why this isn’t just an earnings story: a proposed 0% rate increase vs mid-single-digit expectations forces a reset of multi-year earnings models and shifts Medicare Advantage from a growth engine to a more “regulated utility-like” business with political and margin risk. Then it’s the shiny stuff: silver posts record-breaking volume, and Megan argues silver is acting as a volatility amplifier—momentum and positioning matter—but the long-term bull case remains intact on constrained supply and rising industrial demand (solar, electrification, jewelry), with a macro message of rising demand for assets that feel “real and tangible.” They also hit headline risk and AI buildout: Ubiquiti faces geopolitical/compliance optics, while Corning (GLW) rallies after Meta commits up to $6B through 2030 for fiber—proof that AI infrastructure bottlenecks are now “literal, not theoretical,” and that winners won’t just be compute, but the suppliers enabling scale. Finally, it’s a lightning round and earnings/IPO radar: Redwire and defense spending, quantum getting institutional validation via a university purchase, Boeing optimism and recovery signs, GM raising 2026 guidance despite EV-related losses, UPS shifting to higher value shipments, Union Pacific as a real-economy signal, airlines with thin margins, and celebrity brand IPO momentum with Once Upon a Farm—plus a broader takeaway that the IPO window remains disciplined, prioritizing profitability and defensibility. 00:03 — Welcome in: green market, red healthcare 00:21 — Megan’s metals take: “stockpiling” gold & silver (jewelry) 00:50 — UNH stream reaction: “$60 down isn’t a dip… it’s a crater” 01:11 — Medicare payments flat proposal + sector sympathy selloff 01:38 — Do we re-value insurers long-term? 02:29 — 0% rate vs expectations: reset of multi-year earnings models 02:57 — Buyer at these levels? Why policy risk matters 03:31 — Bad timing: UNH guides lower for first time in decades 03:56 — Silver record volume: do we see new highs? 04:21 — Silver as “volatility amplifier” (momentum/positioning/optics) 04:47 — Bull case: constrained supply + industrial demand + macro hedge 05:28 — Profit-taking? Why she’s not selling soon (watching closely) 06:26 — Ubiquiti headline risk: compliance/geopolitical optics 07:36 — Corning + Meta fiber deal: AI infra bottlenecks turn “real” 08:41 — AI winners beyond compute: infrastructure suppliers 09:02 — Lightning round: Redwire, D-Wave/FAU quantum, robotics + Microsoft, Affirm/Bolt, Reddit 09:48 — Reddit drawdown: slowed growth + AI referrals shifting to YouTube 10:12 — UK data: Reddit overtakes TikTok in weekly active users 12:03 — Redwire: defense spend + funding optionality 12:48 — Quantum: institutional validation beyond “lab phase” 14:01 — Earnings parade: Boeing + GM winners 15:34 — Why markets reward forward visibility 16:26 — UPS: yield management over volume growth 17:27 — Union Pacific: muted outlook as real-economy signal 18:17 — Airlines: American & JetBlue misses + thin margins 19:37 — IPO radar: Once Upon a Farm ($764M) 21:10 — IPO takeaway: disciplined multiples, profitability/defensibility over hype 22:23 — Wrap 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/

    23 min
  • 6 Episodes

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.

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  • Creator
    Stocktwits
  • Years Active
    2K
  • Episodes
    6
  • Rating
    Clean
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