Just the Tips (by the Stock Jocks)

Feb 24 2025 17 ep. 71 mins 4
Just the Tips (by the Stock Jocks) Podcast artwork

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!

  Business
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Episode 17: $PLTR: Palan-cheers or Palan-tears? (Palantir)

Feb 24 2025 68 mins  
Send us a text In Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir ($PLTR). As we go to publication, Palantir is falling on budget cuts at the Pentagon! Some timely (and timeless!) stuff found herein - as always, lovingly packaged in adults-only (yet c

Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG

Feb 18 2025 32 mins  
Send us a text In Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics: Supermicro ($SMCI), Twilio ($TWLO), Shopify ($SHOP), AppLovin ($APP) and Datadog ($DDOG). We address key questions such as: Is $SMCI still the psychotic ex-girlfriend, or has she chan

Episode 15: $DDOG: Doin’ it Data-Doggy-Style

Jan 14 2025 54 mins  
Send us a text In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerat

Episode 14: $APP: AppLovin’ It, or AppShovin’ It?

Jan 02 2025 59 mins  
Send us a text In Episode 14 (recorded December 29, 2024), The Stock Jocks give their bull/bear treatment to high-flying mobile marketing specialist AppLovin ($APP). Gordo hosts, George, as El Toro, argues $APP can leverage AI to meet already high Street expectations, while Bruce channels El Oso and picks apart $APP’s valuation. In the news segment, the Jocks touch on the changin

Episode 13: UIPath ($PATH): Generative AI Loser or Ultimate Winner?

Dec 14 2024 49 mins  
Send us a text In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the Jocks touch on Rubrik ($RBRK), Sen

Episode 12: $META: Giving the World an AI Enema

Nov 29 2024 59 mins  
Send us a text In Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the virtues of “Fonzi Zuck”, George takes the role of “negative nancy” (Bear), and Bruce hosts. In the news segment, the Jocks discuss the market implications of the Trump victory an

Episode 11: Where Are They Now? Looking Back on Our “Tips”

Oct 28 2024 58 mins  
Send us a text The Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first Just the Tips stock-picking crown based on his prescient insight that $SMCI is trash.

Episode 10: $TWLO (Twilio): Catch a Falling Knife???

Oct 21 2024 80 mins  
Send us a text The Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and Bruce playing the bear. In our news segment, we hit a number of topics, including the implications of the coming election, ASML's premature (and disappointing) earnings release, an

Episode 9: $CRWD: Flipping the Bird (Crowdstrike)

Oct 08 2024 97 mins  
Send us a text In Episode 9 (recorded September 12, 2024), the Stock Jocks give their bull/bear treatment to security powerhouse Crowdstrike ($CRWD), purveyor of the Falcon platform (hence the episode title, “Flipping the Bird”. So clever and on-brand!) We begin with a heartfelt apology from Gordon on behalf of the team for the month-long delay in the editing room; technical is

Episode 8: $ON is giving us an Onsemi

Aug 27 2024 72 mins  
Send us a text In Episode 8 (recorded August 11, 2024), the Stock Jocks give their bull/bear treatment power semiconductor specialist Onsemi ($ON). Bull Gordon gets into a virtual “sword fight” with co-host George, who puts on his bear suit (very much unlike the one he dons in his basement on the weekends.) We of course also recap $SMCI earnings and implications for $NVDA. Geor