The Stock Show

@ATMcharts, TheRotationReport, Aaron Jackson CFMTA, Retail Trader Dan
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  • Investing
  • Updated Weekly

A fresh, both serious and fun look at markets, trading and investing Discussing current market news and why you should ignore it Highlighting some of the best stocks and themes in the markets Featuring: The Conspiracy Of The Week

  1. 03/03/2025

    The US vs The World

    The noise is deafening as Treasury Secretary Scott Bessent works to break the bank of US. On This Episode Aaron and Dan talk 2:30 - Tariffs + Bulls vs Bears 5:40 - US vs the World 9:00 - NVDA earnings 11:40 - Crypto Reserve 15:25 - Tariff Deadline 17:30 - Picks of the week 19:36 - Conspiracy of the week

    21 min

  2. 02/24/2025

    Can Nvidia Save The Market?

    On this episode of the Stock Show, Aaron Jackson CFMTA and retail trader Dan discuss :50 - It's game show time as we tour recent destruction in the markets 7:10 - Skyhigh valuations and the shift to 'cheap' 12:15 - Disruption headlines, Microsoft's Quantum Chip, Google Co-Scientist 17:20 - ByBit biggest Crypto hack in history $1.4B 20:05 - Look ahead to Nvidia earnings 24:50 - Picks of the week 27:45 - Conspiracy of the week You can find Aaron across the internet @rotationreport If you like the show do us a favor and like, subscribe, rate, review, leave a comment, share, etc

    35 min

  3. 02/17/2025

    Kingmakers and Queens

    On this episode of The Stock Show, Rotation Report founder Aaron Jackson and retail trader Dan discuss :33 - an interesting Trump tweet and US/Canada beef 3:05 - inflation came in hot and it didn't matter 5:36 - consumer names firmed up 7:19 - Tesla 11:43 - The Robert F’n Kennedy Bottom 13:40 - Jensen, the King Maker (SOUN, SERV, WRD) 16:40 - AirBnB 18:20 - Seasonality 19:20 - China Tech Earnings 24:50 - Picks of the week 30:10 - Conspiracy of the week You can find Aaron across the internet @rotationreport If you like the show do us a favor and like, subscribe, rate, review, leave a comment, share, etc

    36 min

  4. 02/09/2025

    Trump's Thumps

    On This Episode of The Stock Show Rotation Report's Aaron Jackson and Dan discuss the hot trades of the week, emerging divergences, the trade wars, how DOGE will impact your portfolio, the new administration's impact on healthcare and so much more Timestamps 1:37 - China AI only goes up 3:05 - Copper 5:00 - Mag 7 and Mega caps 7:45 - Top Gainers and top losers 11:40 - Look ahead to earnings (SMCI) 15:30 - TTD earnings 17:20 - DraftKings 19:00 - Coinbase 21:40 - Picks of the week review 23:45 - Picks of the week SMCI 24:55 - Picks of the week WRD 26 - Conspiracy of the week - Will Trump blow everything up?

    39 min

  5. 02/02/2025

    Forgot About Rates

    On This Episode of the Stock Show, Rotation Report's Aaron Jackson and Retail Trader Dan discuss the DeepSeek Massacre, The Dollar, Rates, Tariffs and look ahead to this week's earnings 00:36 - Intro + Starbucks 3:00 - The Deepseek Massacre 8:35 - The Fed Nothingburger 12:35 - Top Gainers and losers 17:15 - Week ahead + earnings 22:20 - Picks of the week 26:00 - Conspiracy of the week - The Crowd Is Right?

    34 min

  6. 01/27/2025

    The AI Show

    On this episode of The Stock Show Aaron Jackson, CFMTA and retail trader Dan discuss the big happenings in AI with Trump announcing Skynet and the Deepseek model released out of China and so much more 0:34 - Happy new year China 1:15 - Last week’s news segment (truth or nah) 6:00 - Stargate and Deepseek 12:05 - OKLO/Energy to power Stargate 16:00 - Arm, Software, Hardware Etc 19:00 - Look ahead at Fed/Earnings 28:31 - Picks of the week 33:35 - Bitcoin -where we going? 34:50 - Conspiracy of the week You can find show notes with charts https://rotationreport.substack.com/

    41 min

  7. 01/20/2025

    The Great Nvidia Conspiracy

    This week, Aaron Jackson CFMTA and Dan discuss The Week In Markets as key lows form everywhere (:00:40) How To Identify Market Inflections People actually predicted the election gap fill to the day (3:43) Oil at a key spot (5:44) Not all stocks are expensive (9:20) Historical low weightings in Small Caps (11:41) The Stocktwits Community Favorite Ideas List (17:00) The Hindenburg..Omen? (20:15) Picks Of The Week (23:55) The Conspiracy of the week (27:05) If you enjoy the show, do us a favor and give us a share, comment, rating, review, whatever

    34 min

  8. 01/12/2025

    Rates, Nvidia wobbles and The Big Jobs Conspiracy

    On This Episode, the boys discuss The Rates and Dollar Trade :29 Nvidia Wobbles and Jensen's Quantum Massacre 12:16 The January Barometer Barometer 17:17 - the the market already showed us it's hand for the year? A look at some best and worst performing themes 1 week into the year Earnings Previews 23:19 - Banks lead the way Picks Of The Week 26:55 Conspiracy Of The Week 37:04 Follow on twitter @RotationReport on stocktwits @ATMcharts @stockshowpodcast

    43 min
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About

A fresh, both serious and fun look at markets, trading and investing Discussing current market news and why you should ignore it Highlighting some of the best stocks and themes in the markets Featuring: The Conspiracy Of The Week

Information

  • Creator
    @ATMcharts, TheRotationReport, Aaron Jackson CFMTA, Retail Trader Dan
  • Years Active
    2024 - 2025
  • Episodes
    24
  • Rating
    Explicit
  • Copyright
    © Rotation Research
  • Show Website
    The Stock Show