Just the Tips (by the Stock Jocks)

Send us Fan MailWelcome to Just the Tips! In this action-packed episode, George and Bruce welcome their first-ever guest stock jock, Luca, for a deep dive into the tech market's hottest topics.What We Cover:🤖 The AI Bubble Debate - Are GPU depreciation schedules signaling trouble ahead? We break down the Michael Burry thesis, discuss Nvidia's dominance, and explore whether hyperscalers can sustain their massive capex spending.💻 Nvidia's Monster Quarter - Despite crushing earnings expectations with $57 billion in revenue, the stock sold off. We analyze what this means for AI infrastructure investing and whether it's still a buy.🏢 The Vertical SaaS Showdown - Our main event features a head-to-head battle over AppFolio ($APPF). George makes the bull case for this property management platform trading at attractive valuations, while Bruce argues it's growth-at-an-unreasonable-price. Luca breaks the tie as guest referee.Key Debates:Will AI destroy or enhance vertical SaaS businesses?Are lower gross margins the new normal for AI-powered companies?Can legacy software companies defend their moats against next-gen AI competitors?Is Google finally catching up in the AI race with Gemini 3.0?Plus: College football rivalries, holiday photo strategies, and dad jokes courtesy of George's button.Stock Tickers Discussed: NVDA, APPF, GOOGL, MSFT, ORCL, PLTRDisclaimer: This podcast is for educational purposes only and is not financial, investment, or legal advice. Always consult with a qualified professional before making investment decisions.

Send us Fan MailDo 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.

Send us Fan MailRecorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.

Send us Fan MailRecorded 8/17/2025. The Stock Jocks build the bull/bear case on potential “hidden gem” and energy/AI infrastructure play Willdan Group.  News: Inflation/rate cuts, $CRWV earnings, $CRCL, $BLSH IPO.

Send us Fan MailRecorded 8/3/2025. The Stock Jocks give the bull/bear treatment to Internet-of-Things (IOT) and fleet telematics specialist Samsara ($IOT). The Jocks also give their always spicey takes on the news, including $MSFT/$GOOG earnings, the AI space ($META, $NVDA), the Figma ($FIG) IPO, and why Jensen Huang is the Sidney Sweeny of tech.

Send us Fan MailRecorded 7/13/2025. The Stock Jocks give the bull/bear treatment to stablecoin specialist Circle, a high-flying recent IPO. Spoiler: the Jocks all ultimately agree on this one. As usual, The Jocks give updated thoughts on tariffs, inflation, and the arms race in the AI space ($NBIS, $META, $NVDA, $AMD, $GOOG).  

Send us Fan MailRecorded 6/30/2025. The Stock Jocks give the bull/bear treatment to “neocloud” and AI-infrastructure specialist Nebius, perhaps the fastest-growing public tech company in history. As usual, The Jocks also reflect on recent market developments (the conflict in Iran, inflation, tariffs, deportations, etc.) 

Send us Fan MailThe Stock Jocks look back on the stocks featured in recent episodes ($COIN, $CRWV, $DOCU, $PLTR, $DDOG, $APP, $PATH, $META, $TWLO, $CRWD ). To the shock of all, Gordon AGAIN takes the Just the Tips stock-picking crown (relative long performance: 34% vs. S&P) based on his prescient insight on $CRWD and $META.

Send us Fan MailRecorded 5/26/2025. The Stock Jocks debate whether Uber continues to have abundant growth opportunities, or if autonomous vehicles present an existential threat. The Jocks also reflect on the Q1 earnings season, AI ($NVDA, $SMCI, $CRWV, $NBIS), tariffs and the stock market outlook. 

Send us Fan MailThe Stock Jocks kick off Episode 20 (recorded 5/4/2025) with a little “locker room talk” on whether they’re buyers or sellers of the recent stock market recovery after the post “Liberation Day” sell-off. This episode’s bull/bear discussion focuses on cryptocurrency specialist Coinbase ($COIN), with Bruce as Bull and Gordon as Bear.