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Nancy Pelosi disclosed a major Intel buy: 10,000 shares and 50 long-dated call options. She bought after Intel already ran 150% this year, with calls that run to 2027. The quarter was strong — revenue up 25%, margins nearly doubled — but the stock's at 87x forward earnings with a Wall Street "Hol...
Everyone's calling the AI buildout a bubble. Steven Fiorillo went through the bear case number by number — and joins Stonkcast to make the other side. We get into the AI trade: is the demand real or is it two customers spending venture money? Steven brings the data, I ask the questions— includin...
GoPro just posted its best week ever — the camera maker is merging into an AI and defense play. The stock jumped 105% in five days after GoPro agreed to merge with Starman Optical, a U.S. optical-transceiver maker tied to AI infrastructure. Shareholders get $285 million in cash — about $1.14 a sh...
The Pelosi household bought Bloom Energy in July, and on Friday the S&P 500 added it. That purchase sat in the same filing as the Intel buy I covered last week — and Intel is a Bloom data center customer. One thesis, expressed twice. The argument runs like this: everyone spent 2026 calling AI...
Sam Badawi joins Stonkcast to break down how he actually evaluates a company — fundamentals first, technicals for timing. Most investors open a 10-K and drown. Sam walks through where he actually begins, what matters and what to ignore, and how he layers the charts on top to time it. Then where ...
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