Stonkcast

Moderna’s cancer vaccine just passed its first Phase 3 trial — and the stock fell 18% the same day.Leaked melanoma data showed Moderna and Merck’s mRNA vaccine cut the risk of recurrence by 42%, and investors sold anyway. You’ll hear the one figure the selloff missed and what it means for the stock.Then oil back near its Iran-war high, and why software stocks beat chip stocks ahead of Microsoft, Amazon and Alphabet earnings.📅 New episodes every Sunday 7PM ET & Wednesday 9PM 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 🎧 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.

SpaceX jumped 8% after Musk targeted 13 gigawatts of AI compute — even his bulls model less.Musk wants 13 gigawatts of AI computing power by the end of 2027. JPMorgan models 10, Morgan Stanley 8.3, and next year’s spending bill could approach $278 billion. Then Intel and the Terafab chip project, where Musk hinted at a breakthrough but volume production is still two years out. You’ll get my verdict on whether Musk’s plan is real or hype.Plus Meta earnings: a revenue beat, a $9.9B legal charge, shrinking margins, and the cost of scaling its Muse AI agent.📅 New episodes every Sunday 7PM ET & Wednesday 9PM 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 🎧 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.

Trevor Heslop is a college hockey player, finance student, and founder of Summit Capital — and he's building a real name as an undervalued-stock picker. He joins Stonkcast to talk about how he got into the markets young, how he approaches finding undervalued names, and what he's watching right now. A look at how a next-generation investor actually thinks about the market. https://x.com/trevhesinvests joinsummitcapital.com 📅 New episodes every Sunday 7PM ET & Wednesday 9PM 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 🎧 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.

Elon Musk unveiled a flying Tesla Roadster and said it’s the last car Tesla will build for humans.Elon Musk revealed a rocket-powered Tesla Roadster this week, then dropped the real news: it’s the last car Tesla builds for humans as he bets the company on robots and AI. To build that future, Tesla picked Intel’s 14A chips — and I break down why Intel could be the quiet winner here, not Nvidia. Then Warren Buffett’s Berkshire Hathaway is up 45% and sitting on $800M in paper profit on its Bending Spoons bet, and the market just split in two as bond yields hit decade highs ahead of a massive week of AI earnings.📅 New episodes every Sunday 7PM ET & Wednesday 9PM 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/stonkcastSome 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.

Ronnie V of The Ronnie V Show explains how he trades momentum and invests for the long term. Ronnie V, the retail investor behind TheRonnieVShow, ValueSnapshot.io and High Five Collective, joins Stonkcast to talk about how he got started in the market, whether trading or investing is easier, and how he runs each one differently. Stay for the part where he shares the companies he likes right now, then we close with his read on the market heading into year-end. Ronnie and Brandon may hold positions in stocks discussed. Follow Ronnie V: 🐦 X: https://x.com/TheRonnieVShow ▶️ YouTube: https://www.youtube.com/@TheRonnieVShow 🌐 High Five Collective: https://highfivecollective.org 📊 ValueSnapshot: https://valuesnapshot.io 📅 New episodes every Wednesday 9PM 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 🎧 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.