Retail Edge

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Attention drives markets. Stocktwits Retail Edge helps you track the retail crowd’s conversation — and spot the next big move before everyone else.

Episodes

  1. MAR 13

    Retail vs. Reality: Can Markets Ignore the Middle East Crisis?

    The Middle East conflict is pushing oil prices toward $100, yet the stock market remains resilient. Is retail optimism justified, or is "duration risk" about to hit the fan? In this episode of Retail Edge, Michelle Steele and Tom Bruni break down the biggest movers on Stocktwits. We dive into the massive Ondas (ONDS) partnership with Palantir (PLTR), the landmark legal settlement between Hims & Hers (HIMS) and Novo Nordisk (NVO), and why NIO just posted its first-ever net profit. We also look at the "Pros vs. Joes" divide on UiPath (PATH) and why Vail Resorts (MTN) might be the ultimate contrarian reversal play despite a "weather crisis." In this video: Macro Outlook: The Strait of Hormuz, oil volatility, and market resilience. The Drone Trade: Ondas' acquisitions and the Palantir AI integration. The Weight-Loss War: HIMS shifts from compounded versions to branded Ozempic. EV Turnaround: Why NIO’s Q4 2025 earnings are turning heads. Whale Watch: Starboard Value takes a bite out of Lamb Weston (LW). 00:00 – Introduction: Middle East Crisis & Market Impact 01:05 – Macro Risk: Strait of Hormuz Closure & $100 Oil Volatility 02:45 – Ondas (ONDS): AI Partnership with Palantir & Bird Aero Systems Acquisition 04:35 – Robinhood (HOOD): $1B Banking Milestone vs. Crypto Correlation 06:22 – NIO Energy (NIO): First Net Profit & Global EV Expansion 08:45 – Hims & Hers (HIMS): Novo Nordisk Settlement & Branded Ozempic Launch 12:00 – Pros vs. Joes: UiPath (PATH) and the AI Agent Disruption 14:03 – Reversal Watch: Vail Resorts (MTN) — Maximum Pessimism or Deep Value? 17:35 – Hidden Gem: Build-A-Bear (BBW) Brick-and-Mortar Turnaround 20:10 – Whale Watch: Lamb Weston (LW) — Starboard Value Activist Stake 22:45 – Conclusion & Next Week's Preview #StockMarket #Investing #RetailEdge #Stocktwits #TradingStrategy #retailedge  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

  2. MAR 3

    Middle East War Risk: Oil + Gas Spike, Tanker Chaos, and Drone Stocks Heating Up

    Welcome into Retail Edge — I’m Michele Steele with Tom Bruni. This week the market is focused on instability in the Middle East, an extended-war outlook, U.S. forces being added, and the Strait of Hormuz, a critical choke point where 20% of the world’s oil supply passes. What we cover: Asset class reaction: USD, crude, natural gas, precious metals, stocks, and the crypto “wild card” Energy trade: why exploration & production names can act like leveraged oil bets, vs “set-it-and-forget-it” integrated majors Natural gas exporters: LNG disruption risk and why names like Cheniere and Sempra get attention Shipping split: why tankers can catch a tailwind in a Hormuz disruption while container names face a murkier macro outlook Defense trade: the shift from $100M jets to $100K drones—plus the AI software and components behind them The losers: airlines, cruises, and fuel-sensitive names—and what happens if oil stays elevated long enough to hit consumer confidence Drop a comment: are you trading this as a short-term headline spike, or positioning for a longer-duration shift in energy, shipping, and defense? 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 00:12 - Middle East escalation + Strait of Hormuz focus (20% of world oil supply) 00:49 - What moved first: USD, crude, nat gas, precious metals, stocks, crypto 01:54 - “Sell the news” reversals + which moves might stick 02:13 - Energy deep dive: why E&P names are the high-beta oil trade 03:08 - Small-cap E&P volatility: INDO + BATL spike example 03:25 - Midstream vs services vs integrated majors (Exxon/Chevron) 04:26 - Natural gas exporters + LNG disruption angle (Qatar) 05:25 - Profit-taking risk vs buying pullbacks (E&P vs integrated) 06:19 - Shipping: tanker traffic collapse + why not all shipping is equal 06:51 - Tankers: route length, rates, and structural capacity deficit 07:41 - Containers (ZIM/Maersk) vs dry bulk “middle ground” 09:15 - Defense: drones + AI OS vs legacy hardware 10:05 - Drone stack: AVAV / KTOS / Red Cat + bans and replacements 11:33 - Defense tech + counter-drone components (Palantir/L3Harris + others) 12:23 - Drone batteries angle (Amprius CES convo) 13:50 - The losers: airlines, cruises, fuel-sensitive margins 14:20 - Inflation + consumer confidence + discretionary risk 15:32 - Wrap: keep it locked on Stocktwits

    16 min

  3. FEB 24

    IGV Crashes 35%: Retail Buys Anyway… Plus PayPal Takeover Rumors and NVDA Earnings

    Welcome back to Retail Edge — I’m Michele Steele, joined by Tom Bruni. Chicago and New York are freezing, but the real deep freeze is software. Today’s big themes: IGV just hit a 35% drawdown — headlines say “software is dead”… but retail is buying Why Tom thinks we haven’t seen full capitulation yet (bullish sentiment + high message volume can be a tell) PayPal (PYPL) rips on a Bloomberg report: major takeover interest + what retail thinks is happening (deal backstop vs dead-cat bounce) CrowdStrike (CRWD) gets smoked on Anthropic “cloud code security” fears — but StockTwits sentiment stays oddly resilient Rackspace (RXT): a “left for dead” name that just surged 400% on a Palantir partnership (earnings Thursday 8am ET) Starfighter Space (FJET): message volume breakout + CEO change + the supersonic jet “moat” retail is buying Pros vs Joes: Sprouts Farmers Markets — soft-ish guidance vs buyback + verticalization plan Reversal watch: Critical Metals Corp (Greenland/rare earths) — sentiment in the gutter at support ahead of earnings Whale watch: activist Ed Garden targets Fortune Brands (FBIN) after CEO turmoil Week ahead: XLV healthcare breakout watch + Nvidia earnings (CapEx sustainability, Blackwell Ultra, Rubin timeline) Question: Are you buying the “saaspocalypse” dip… or waiting for the real capitulation flush? #RetailEdge #StockTwits #SoftwareStocks #PayPal #CrowdStrike #Nvidia #AI #Cybersecurity #Earnings 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 00:12 Software deep freeze: IGV down 35% + “saaspocalypse” headlines 01:11 AI fear trade: why retail is buying software anyway 02:45 Why Tom says capitulation still may be ahead 03:27 PayPal: Bloomberg buyout interest + sentiment check 04:42 New CEO + buybacks + “kitchen sink” reset context 05:42 Deal positioning vs dead-cat bounce (technical levels + backstop) 06:32 Anthropic vs CrowdStrike: why retail thinks CRWD survives 08:24 “Best in breed” case + why AI may increase security demand 09:37 Most newly followed: Rackspace (RXT) +400% on Palantir 11:35 Message volume breakout: FJET (Starfighter Space) + CEO transition 14:14 Pros vs Joes: Sprouts (soft guidance vs buyback + verticalization) 17:40 Reversal watch: Critical Metals (Greenland) sentiment at support 20:26 Whale watch: Ed Garden stake in Fortune Brands (FBIN) 23:50 Week ahead: XLV defensive breakout watch + Nvidia earnings preview 27:56 Wrap: shovels, snow, and waiting on Jensen

    28 min

  4. FEB 19

    Precious Metals Contrarian Call: Everyone's Wrong?

    Welcome back to Retail Edge. I’m Michele Steele, joined by Stocktwits’ Tom Bruni. It’s a weird week—short trading week, earnings season chaos, and the market flipping the script: dollar up, commodities up, stocks up, and last week’s sold AI trades getting bought. What we cover in this episode: Top 6 trending on Stocktwits (in 60 seconds): Immunity Bio: EU authorization expands reach to 33 countries Trump Media (DJT): trading near record lows after earnings weakness Quince Therapeutics: failed Phase 3, stock down big SRX Health Solutions: digital asset treasury pivot + reverse-merger speculation Tesla: flirting with the key $400 level Nvidia: multi-year partnership with Meta + analyst upgrades on CapEx tailwinds Most newly followed: Fastly — why the “edge cloud” name surged 80% on earnings (EPS beat, revenue +23% YoY, record gross margins, free cash flow turns positive). Message volume breakout: Corsair Gaming — the comeback trade (earnings beat, first-ever buyback, margin tailwinds, and what retail is betting on next). Meme of the week: Algorithm Holdings (RIME) — the wild pivot from karaoke (Singing Machine) to AI logistics… and why transport stocks felt it. Hidden gem: Inflection — a quantum SPAC raising $550M, neutral atom approach, and why retail is watching. Pros vs Joes: Wendy’s — sales down, store closures, but retail sees a “how much worse can it get?” setup with a 7% dividend and an activist “backstop.” Reversal watch: Shopify — 40% drop tied to AI spend, but revenue growth and a first-ever $2B buyback has dip-buyers circling. Contrarian call: Precious metals — bearish Stocktwits sentiment despite stabilized prices and a weird dollar/metals correlation. Whale Watch (13Fs): Buffett trimming Apple, Dalio buying Google + Amazon, and the broader Q4 shift into AI infrastructure, energy, and materials. Plus: what’s coming next on StocktwitsTV — executive interviews with Opendoor and Gorilla Technologies. #retailedge  Chapters 00:00 Weird short week + markets flipping (dollar/commodities/stocks up) 00:45 Top 6 trending tickers on Stocktwits (60 seconds) 02:03 Most newly followed: Fastly (80% earnings surge) 03:29 Message volume breakout: Corsair Gaming (+50% best day) 05:58 Meme of the week: Karaoke → AI logistics (Algorithm Holdings / RIME) 08:24 Hidden gem: Inflection (quantum SPAC + $550M raise) 11:13 Pros vs Joes: Wendy’s (Peltz backstop + 2013 levels) 13:59 Reversal watch: Shopify (AI-driven -40% + $2B buyback) 15:49 Contrarian call: Precious metals sentiment turns bearish 17:42 Whale Watch: Buffett/Dalio + Q4 13F positioning 19:46 What’s next: Opendoor earnings + Gorilla acquisition + exec interviews 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

  5. FEB 10

    MrBeast Enters FinTech + Robinhood Earnings: Is HOOD Too Crypto-Dependent?

    Welcome back to Retail Edge — I’m Michelle Steele with Tom Bruni in the hot seat. It’s a Seahawks Monday, Bad Bunny broke the internet, and the market decided to hit a few of us with a chair. Here’s what we cover: Dow 50,000: why it matters, and why it’s not the Mag 7 doing the heavy lifting The rotation: “real economy” names pushing the Dow while some big tech names lag 6 stocks, 1 minute (most active on StockTwits): Bitcoin sharp drop to 60K MicroStrategy (MSTR) “underwater” chatter + margin-call FUD Super Micro (SMCI) blowout quarter + 2026 revenue forecast doubles (AI demand) Silver fresh lows → sharp rebound (dip-buyers circling again) Palantir (PLTR) beats + strong outlook… still hits 7-month lows Nvidia (NVDA) catches a bid on massive 2026 CapEx headlines Follower surge: Kelly Services goes $14 → $125 → $21 after a control stake buy (earnings Feb 12) Message volume breakout: biotech pivots into a BNB (Binance coin) treasury plan — and the internet debates whether it’s genius or gimmick Meme of the week: Bitmine Immersion + Tom Lee’s Ethereum thesis under fire (and the “paid to wait” pitch) Under the radar: SM Energy closes a ~$13B merger and triples production Pros vs Joes: PayPal CEO shakeup, “IPO price” psychology, and the Venmo/spin-off hope Software slump: IGV down hard and the “AI makes SaaS obsolete” debate Contrarian call: Hims & Hers: GLP-1 chaos, DOJ heat, Novo lawsuit, and retail buying anyway Keep your eyes peeled: Robinhood earnings + the MrBeast FinTech angle If you’re watching any of these battleground names, drop your tickers below—and tell us if you’re buying dips or fading the hype. 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 00:10 Seahawks Monday + Bad Bunny chaos 01:25 Dow 50,000: why it’s “real economy” stocks, not just tech 03:28 6 stocks, 1 minute (most active on StockTwits) 05:26 Follower surge: Kelly Services control stake + $14→$125→$21 volatility 07:44 Message volume breakout: biotech pivots to a BNB treasury plan 09:51 Meme of the week: Tom Lee + Bitmine Immersion + Ethereum losses debate 12:15 Under the radar: SM Energy + Civitas merger and why it matters 13:43 Pros vs Joes: PayPal CEO shakeup + retail still buying 17:45 Software slump: IGV down 33% and the “SaaS is dead” argument 21:10 Contrarian call: Hims & Hers GLP-1 chaos (DOJ + lawsuit) 25:19 Keep your eyes peeled: Robinhood earnings + MrBeast in FinTech 29:06 Wrap

    28 min

  6. FEB 3

    Hood Down 30%: Dip Buy or Changing of the Guard? Plus MSFT Cheap, GME Back, and China Fear

    Welcome back to Retail Edge — I’m Michelle Steele, and Tom Bruni is once again in the hot seat (which, in New York winter, is basically a luxury). It’s been a wild Monday and retail is talking fast. Here’s what we cover: Robinhood (HOOD) trending #1 on StockTwits… while getting smoked: dip-buy setup or changing of the guard? Message volume spikes while price slides: what it can signal, and why earnings season makes it tricky SoFi (SOFI) earnings aftermath: big chatter, mixed reaction, and why “volume-driven” brokers have struggled since October The 5-year meme stock anniversary: how zero commissions + stimulus + Roaring Kitty set the table, and what actually changed since 2021 GameStop (GME) 2.0 vibes: Ryan Cohen teases a big consumer deal and retail stays bullish Top tickers by volume: BTC, silver, TSLA, IBRX, BNAI, and GME Microsoft (MSFT): 3x follower surge at nine-month lows — “generational buy” debate, OpenAI concentration risk, and huge CapEx Find some alpha: a YOLO-ish solar play with TOYO (Japan + solar at the intersection) Pros vs Joes: Rich Tech Robotics and the Microsoft “partnership” debate — retail buys the AI robot story, skeptics point to burn and filings Reversal watch: KWEB sentiment hits a one-year bearish low — contrarian setup or value trap? If you made it to the end, you’re officially qualified to trade the next headline… responsibly. Chapters: 00:11 Welcome back + “hot seat” Monday energy 00:47 HOOD trending #1… and getting smoked 01:23 HOOD as a risk-on proxy: crypto peak correlation since October 02:13 Message volume up while price falls: what that can mean 02:59 Earnings season risk: why dip-buying gets complicated 03:16 HOOD earnings Feb 10 + what the stream is saying 03:51 Options chatter into HOOD earnings: 105C / 95P / 110C 04:21 SOFI message volume surge + post-earnings fade 05:15 Why legacy brokers hold up better than volume-driven apps 06:16 Five-year meme stock anniversary: set the table (2019–2021) 07:03 Stimulus era + Roaring Kitty groundwork 08:53 Jan 28, 2021: sell-only moment and why it mattered 10:08 What still needs fixing: settlement, tokenization, 24-7 markets 10:27 What didn’t change: retail is still 20–25% of daily volume 12:27 GME back on the radar + Ryan Cohen acquisition tease 15:24 Top tickers by volume: BTC, silver, TSLA, IBRX, BNAI, GME 16:16 MSFT: 3x follower surge at nine-month lows 18:37 Alpha watch: TOYO (Japan + solar) 20:07 Pros vs Joes: Rich Tech Robotics + Microsoft collaboration debate 23:11 Reversal watch: KWEB bearish sentiment extreme 25:52 Wrap + GameStop tease for next week 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/

    27 min

  7. JAN 29

    Volume Surge + The Stock Everyone's Ignoring

    Hi everyone—welcome back to Retail Edge. While Tom’s shoveling snow in New York and Michelle’s in Chicago doing the “two-feet-of-snow is normal” routine, the market is heating up in one place: StockTwits message volume. Here’s what’s driving the retail conversation this week: Top 5 tickers retail can’t stop talking about: IBRX, SPY, SLS, INTC, and SLV Silver mania: record trading volumes, massive spikes in activity, and sentiment getting extremely one-sided Most Newly Followed: USA Rare Earth (USAR) surges as a national security, vertically-integrated rare earth supply chain story catches fire Message Volume Breakout: Namib Minerals (NAMM) goes from delisting risk to “green energy option” talk with copper/cobalt permits Meme of the Week: Brand Engagement Networks (BNAI) after an absurd move from $1.20 to the $80s on tiny-float dynamics and an early licensing deal Hidden Gem: Zoom (ZM) gets an AI “hidden asset” re-rating angle via its Anthropic stake, plus a big technical level breakout Pros vs Joes: retail steps into battered health insurers on valuation and long-term demand, while Wall Street stays stuck on policy risk Reversal Watch: SLV sentiment is extreme—huge range, huge volume, everyone glued to it Contrarian Call: Newegg (NEGG) is back on watch as low float, a big holder, and improving fundamentals keep retail interested If you’re not posting a silver chart or a silver bar JPEG right now… do you even trade? Chapters: 00:12 Snow check: Michelle + Tom digging out and digging into charts 00:55 What’s heating up on StockTwits: the Top 5 tickers 01:00 IBRX: FDA news sparks biotech chatter 01:16 SPY: macro tape still matters (tariffs/Greenland/Fed) 01:30 SLS: the biotech that “might as well sponsor the pod” 01:43 INTC: earnings debate + gov backstop + Nvidia collaboration chatter 02:11 SLV: record volumes, gold 5K, silver 110, and activity up 200x 03:08 Most Newly Followed: USAR rare earth surge + national security angle 04:35 Message Volume Breakout: NAMM microcap metals run + green energy permits 06:35 Meme of the Week: BNAI goes $1.20 to the $80s and why 09:28 Hidden Gem: Zoom’s Anthropic stake + technical breakout 11:55 Pros vs Joes: retail buys the health insurer dip 13:59 Reversal Watch: SLV sentiment at extreme levels 17:59 Contrarian Call: Newegg, low float dynamics, and retail interest 20:16 Wrap: picks, shovels, and staying safe in chaos 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/

    21 min

  8. JAN 21

    Greenland Drama Sparks Tariff Chaos — EU Could Hit U.S. Big Tech Next

    Hi everybody—welcome back to Retail Edge, where we help you track the retail crowd’s conversation and (hopefully) spot the next big move before everyone else. Tom Bruni’s back from the StockTwits offsite with just enough Arizona sun to survive the New York deep freeze… and we’ve got a lot to talk about. On today’s episode: Greenland drama + tariff threats heading into Davos: why the market cares (defense + critical minerals/rare earths) and what happens if Europe decides to play offense The EU’s anti-coercion instrument: the “services” angle that puts U.S. big tech in the crosshairs (not just physical goods) Which areas get hit: autos, industrials, agriculture, manufacturing-heavy U.S. brands—and why some European names are getting smoked Retail reaction: mostly ignoring the noise and buying long-duration themes like space (ASTS, Rocket Lab) Housing thaw? Redfin shows the slowest home price growth since 2012 and sellers outnumbering buyers—what that means for rates, transactions, and names like Rocket/Zillow/Compass + XHB/ITB Natural gas spike: tight inventories + exports + the Arctic freeze → volatility explosion (UNG/BOIL/FCG on the radar) Pros vs Joes: 3M dip-buying as retail pushes back on Wall Street’s consumer caution PayPal pain: new lows, still-bullish retail sentiment, and the “cheap is cheap for a reason” reality check (Fastlane is the hinge) Netflix & Spotify trading in lockstep: growth concerns, the “peak subscriber/peak margin” question, and why earnings matter this week Drop a comment: Are you with retail—buying the stuff that’s not tariff-exposed—or are you treating this as a real risk-off moment? Chapters: 00:11 Welcome back + Arizona sun vs Arctic freeze banter 01:09 Greenland drama, weekend red, and Davos setup 01:38 Why Greenland matters: defense + critical minerals/rare earths 02:55 Tariff threats + EU response mode 04:09 What the EU “anti-coercion” tool could target (services + big tech) 05:05 Who’s exposed: ag, industrials, autos, U.S. brands with EU footprint 06:10 Retail ignores the noise: long-duration themes (ASTS, Rocket Lab) 06:49 Quick check: Novo Nordisk example (real-world demand vs headlines) 07:12 Housing: Redfin data + buyer/seller dynamic 07:57 Frozen market starts to thaw: rates + price pressure + regional differences 09:06 Real estate watchlist: Rocket/Zillow/Compass + XHB/ITB + HD/LOW 10:19 Natural gas: geopolitics + inventories + polar vortex catalyst 11:44 Retail vehicles: UNG/BOIL/FCG + volatility warning 12:52 Pros vs Joes: 3M (MMM) — why retail is buying the dip 14:58 PayPal (PYPL): retail sentiment vs Wall Street skepticism 16:27 Fastlane bull case + “needs a major retailer” reality check 18:02 Earnings next month: catalyst watch 18:28 Netflix (NFLX) + Spotify (SPOT): lockstep chart + growth concerns 19:33 Netflix/WBD acquisition talk → “utility vs disruptor” debate 21:01 Wrap + where to follow Tom + possible “emergency” episode tease

    22 min

  9. JAN 13

    Fed Chair Powell May Face Charges | Election Markets React

    Welcome back to Retail Edge — the podcast where we track the retail crowd’s conversation so you can spot the next big move before the rest of the street wakes up and drinks their lattes. Michelle Steele is joined by Stocktwits’ Tom Bruni for an expedited Monday pod because the headline machine went into overdrive. On deck today: The DOJ/Fed headline cycle: reported federal probe into Jerome Powell tied to Fed HQ renovation cost overruns — and what that means for Fed independence Markets reaction check: initial drawdown → equities catch a bid, while gold/silver hit new highs (and what that “tells” the market is worried about) The macro tell: fears that forced lower rates could reignite inflation; watching whether Bitcoin finally joins the party Trump’s populist push: proposed one-year 10% cap on credit card interest rates — why credit stocks sold off and what could break in consumer credit (access, rewards, etc.) Where retail thinks the “populist trade” might go next: housing-related names and health insurance volatility tied to ACA subsidy headlines Meme of the week: Wheels Up (UP) — why it’s buzzing (private jets, Delta tie-in, $1 stock psychology) and how retail is trading it China momentum: emerging markets chatter + Alibaba sentiment flips from void → FOMO Microcap mover: Lulu’s Fashion Lounge (LVLU) doubles on an activist stake and an 8-point plan Big retail flex: Walmart replacing AstraZeneca in the Nasdaq 100 on January 20 — why the market is rewarding the “tech-first retail giant” narrative (ads, Walmart+, logistics, partnerships) Question for you: If credit card stocks keep dipping, are you buying the fear—or staying away from the policy risk? #RetailEdge #StockTwits #Markets #Fed #CreditCards #Gold #Silver #Bitcoin #Walmart #Alibaba   Chapters / Timestamps 00:00 Welcome to Retail Edge + “expedited Monday pod” 01:10 DOJ / Powell probe headline + Fed independence concerns 03:05 Market reaction: equities stabilize; gold/silver to new highs 05:00 Does hard money stay bid? What would confirm it (Bitcoin catching a bid) 06:25 Tom closes short silver trade (risk management moment) 07:30 Timeline clarity: Powell chair term vs staying on as governor 09:15 Credit card rate cap proposal (10% for one year): what breaks, who gets hit 12:10 “How much do they dip before you buy?” — debate on the streams 13:30 Populist trade watchlist: housing names + home-related plays 15:10 Healthcare/ACA subsidy headlines: why insurers are volatile 17:05 Meme of the week: Wheels Up (UP) — thesis making the rounds 20:10 China & emerging markets: Alibaba sentiment flips to bullish 23:00 Microcap: LVLU doubles on activist stake + “constructive engagement” 26:00 Walmart replaces AstraZeneca in Nasdaq 100 on Jan 20 + tech/logistics angle 28:10 Wrap: join the conversation on 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/

    25 min

  10. JAN 9

    What’s Moving Markets in Early 2026? AI, Policy & Altcoin

    We’re finally through the first week of January — and 2026 is already throwing heat. In this episode of Retail Edge, we start with a market vibe check: despite geopolitical risk, oil shocks, and uncertainty around AI, stocks keep pushing higher — and the big story is market breadth expanding (mid-caps breaking out and the equal-weight S&P 500 joining the move). From there, we hit what the community’s talking about: Ripple leading crypto chatter as traders sniff out an altcoin rally, plus Applied Digital (APLD) staying hot after earnings and the rise of Data Vault AI after securing a deal with IBM tied to quantum-secure data. Then we go “D.C. to Wall Street” with the week’s biggest policy-driven movers: Venezuela + oil services: traders focus on the buildout of infrastructure and the oil services names/ETFs tied to it. Defense stocks: a whipsaw move after Trump comments on buybacks/comp, followed by a huge defense budget increase headline. Single-family housing headlines: talk of limiting institutional ownership sparks volatility across real estate names and even fuels debate around where companies like Opendoor fit. We wrap with the meme of the week (GameStop’s incentive comp playbook) and then head to CES in Vegas: robots, “physical AI,” drones, delivery bots, coffee-making robots, and voice/agentic AI — plus why chips, memory, and storage stayed front-and-center for investors. If you’re trying to figure out what retail traders are watching right now — this is the roadmap. Chapters / Segments 00:00 — 2026 market vibe check: why it’s been tough to be bearish 00:55 — Breadth expanding: mid-caps + equal-weight S&P 500 02:05 — Crypto chatter: Ripple leads as altcoins rebound 03:25 — Tech buzz: APLD momentum + Data Vault AI + IBM deal 06:00 — Venezuela headlines: oil services names/ETF OIH in focus 08:25 — Defense whipsaw: tweets, reversal, and new highs (XAR / ITA) 11:05 — Housing policy shock: institutional single-family home headlines 14:20 — Opendoor wild card + what’s next (more clarity coming) 16:45 — Meme of the week: GameStop goes “full Elon” on comp structure 20:05 — CES takeaways: Vegas is experiences, not just casinos 23:15 — CES interviews: drones, delivery robots, coffee robots, voice AI 29:30 — CES investor talk: chips, Rubin platform buzz, storage winners 33:10 — Bubble talk: invest vs trade, momentum, and managing risk 35:10 — Wrap 📈 Subscribe for weekly market insights 💬 Join the conversation in the comments 🔔 Turn on notifications so you don’t miss an episode

    33 min

  11. 12/31/2025

    Silver Up 168%?! Retail Fever Hits GLD/SLV + Miners (HYMC) as Bitcoin Lags

    Welcome back to Retail Edge with Michelle Steele and Tom Bruni. The “Santa Claus rally” vibe is feeling a little stuck in the snow—but the bigger market structure still looks constructive. Then we get into what’s actually moving attention: precious metals mania, a Bitcoin stall, a brand-new space-themed ticker lighting up retail feeds, a China AI/autonomous driving divergence trade, and a sleeper under-the-radar idea: Nintendo. In this episode, we cover: Why the S&P feels slow right now… and why bulls are still in control Gold & Silver retail fever: GLD, SLV + small miners like HYMC The wild performance board: Silver +168%, Platinum +145%, Gold +55% (and “digital gold” lagging) The silver squeeze/imbalance story: paper futures vs physical delivery concerns + export controls chatter Tom’s defined-risk SLV put spread view and what a potential retrace could look like Volume leaders: SLS, Bitcoin, SLV, FJET, TSLA Bitcoin frustration: stuck in an 84–95k range + year-end tax-loss harvesting dynamics FJET (Starfighter Space): new listing hype, air-launch-to-orbit theme, and the “buy the dip or was that it?” debate Pros vs Joes: BABA vs BYD — Wall Street prefers Alibaba, but retail is chasing the BYD AI/autonomy breakout Contrarian Call: Ramaco pivoting from coal to rare earths — big upside if it works, but long timelines + capex + regulatory risk Under the radar: Nintendo (NTDOY/NTDOF), Japan strength, and the Switch 2 cycle thesis   #RetailEdge #StockTwits #MarketSentiment #Silver #Bitcoin #Stocks #Trading

    24 min

  12. 12/24/2025

    Trump Pump, Bearish Bets & Biotech Lotto

    Welcome to the inaugural episode of StockTwits Retail Edge with Michele Steele and Tom Bruni—tracking where retail attention is moving, and what it could mean for markets. In this episode: Santa Claus rally talk + what the S&P 500 “reset” could mean into year-end. Mag 7 breaking out again—and why that matters for broader market direction. Top tickers by message volume: SLS, TLRY, ALT, plus NVDA and TSLA in focus.  NVDA: discussion of H200 chip shipping timeline and why the market cheered. TSLA: milestone week, optimism around autonomy/robotics, and big headline chatter. Meme of the week: DJT (nuclear fusion + bitcoin?!) and why the stream got spicy. RUM: video platform → AI/data center pivot via acquisition talk. Pros vs Joes: Carvana’s wild turnaround… and why retail still side-eyes the valuation. Contrarian Call: Nike’s brand strength vs business missteps—and what retail is betting on. Under the radar: Insurance stocks quietly breaking out (IAK/KIE) + Chubb relative strength

    21 min
  • 12 Episodes

About

Attention drives markets. Stocktwits Retail Edge helps you track the retail crowd’s conversation — and spot the next big move before everyone else.

Information

  • Creator
    Stocktwits
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Retail Edge