Sift Stack

Episode 49 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. This Week's Topics: 1. SK Hynix Earnings 2. Chart of The Week: "Stage of a Bubble" Stock Chart vs SK Hynix Stock Chart 3. Weekly Insight: Saying "Ai" Doesn't Get You a Loan Anymore 4. Neoclouds vs. the cloud giants 5. Poll Question: -How will "neocloud" Ai companies survive the current credit squeeze? -Were Sifters right on the Ballon d'or pick? This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 48 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. This Week's Topics: 1. Tesla Earnings 2. Chart of The Week: Invesco S&P 500 Equal Weight (RSP) vs iShares Core S&P 500 ETF (IVV) Past 3 Months 3. Weekly Insight: 84% Are Beating, Now Big Tech is Stepping in 4. Most Stocks Are Losing to The Index in 2026 5. Poll Question: -Who wins the Ballon d'or? -When do Sifters think there will be a permanent peace deal in Iran? This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 47 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. This Week's Topics: 1. Goldman Sachs Earnings2. Delta’s Riyadh Launch Is 11 Days Out. The Airport Is Closed. 3. 12 Reports. 4 Days. Earnings Season Starts Now. 4. Pepsi Beat Earnings, then cut its outlook.This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 46 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. This Week's Topics: 1. Pepsi Earnings Preview for Thursday 10/8/2026 2. Saudi Aramco CEO, Amin Nasser's Comments on Oil Supply 3. A Broken Test Tube In Siberia Has The White House Watching 4. Andrew Sorkin's "Inside The Story of 1929" Talk at University at BuffaloThis episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 45 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team breaks down the biggest market catalysts. We preview Micron’s high-stakes fiscal Q4 earnings amidst massive AI memory bottlenecks, dive into SpaceX pushing Starship into Earth orbit, and examine Anthropic’s historic upcoming public debut. Plus, we cover Nvidia’s record $150 billion buyback boost, Meta poaching MongoDB’s CEO for its new enterprise AI division, and geopolitical tensions in the Strait of Hormuz driving up crude oil. Stay informed as we analyze what these massive corporate and macroeconomic shifts mean for your portfolio this week! This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/ This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.