Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!

Update: 2025-11-13

Description

Do you like beating the market? So do we. In this episode, we conduct our third review of stocks previously covered on the pod—and spoiler alert: we handily beat the market. Our last six picks returned 37%, outperforming by 38 percentage points!

We revisit SoftBank ($9984:JP), $WLDN, $IOT, $CRCL, $NBIS, and $UBER, covering recent earnings, news updates, and our latest buy/sell recommendations. We also discuss OpenAI's massive CapEx commitments and Sam Altman's reactions to questioning, plus try to solve the mystery: where is our missing Stock Jock, Gordo.

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In Channel

Episode 29: $APPF Evict or Renew this Landlord's Fav Stock?

2025-11-2801:21:00

Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!

2025-11-1354:43

Episode 27: Softbank Group (9984:JP): More Soft, or more Bank?

2025-09-0801:08:49

Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.

2025-08-1951:17

Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?

2025-08-0557:05

Episode 24: $CRCL (Circle): Circle of Life, or Circle Jerk?

2025-07-1443:54

Episode 23: $NBIS (Nebius): Long-term Grower, or Just a Near-Term Show-er?

2025-07-0149:53

Episode 22: Where Are They Now, Part Deux: Looking Back on Our “Tips”

2025-06-1601:07:08

Episode 21: $UBER: Riding Higher, or Ride-Scare?

2025-06-0201:11:38

Episode 20: Is $COIN Coin-BASED or a Coin Waste?

2025-05-0501:03:24

Episode 19: $CRWV (Coreweave): “Weaving” Sweet AI Dreams…or Nightmares?

2025-04-0701:06:20

Episode 18: $DOCU: Dissecting Docusign

2025-03-2701:14:04

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

2025-02-2401:08:32

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

2025-02-1832:22

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

2025-01-1454:48

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

2025-01-0259:29

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

2024-12-1449:59

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

2024-11-2959:08

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

2024-10-2858:52

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

2024-10-2101:20:18

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Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!

#box-pro-ellipsis-176437809964715{-webkit-line-clamp:2;}Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!

Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!

The Stock Jocks

Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!