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About This Podcast
Three Wall Street and Silicon Valley insiders (your friendly neighborhood Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector. Think "All-In", minus the sweater vests and tech bro culture (sorry if that hit a little close to home) -- plus a little of that locker room "spice."
Laugh. Love. Trade. Win!
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Recent Episodes
S1E29 Episode 29: $APPF Evict or Renew this Landlord's Fav Stock?
Send a textWelcome 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…
S1E28 Episode 28: Where Are Our Picks Now, Part III: Our Tips Crushed the Market by 38%!
Send a textDo 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…
S1E27 Episode 27: Softbank Group (9984:JP): More Soft, or more Bank?
Send a textRecorded 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.
Episode 26: $WLDN (Willdan group): WLDN’ Out! Or WLDN…OUT.
Send a textRecorded 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,…
S1E25 Episode 25: $IOT (Samsara): I-O-Treasure or I-O-Trash?
Send a textRecorded 8/3/2025. The Stock Jocks give the bull/bear treatment to Internet-of-Things (IOT) and fleet telematics specialist Samsara ($IOT). The Jocks also give their always spicey takes on…
Episode 24: $CRCL (Circle): Circle of Life, or Circle Jerk?
Send a textRecorded 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,…
Episode 23: $NBIS (Nebius): Long-term Grower, or Just a Near-Term Show-er?
Send a textRecorded 6/30/2025. The Stock Jocks give the bull/bear treatment to “neocloud” and AI-infrastructure specialist Nebius, perhaps the fastest-growing public tech company in history. As…
Episode 22: Where Are They Now, Part Deux: Looking Back on Our “Tips”
Send a textThe Stock Jocks look back on the stocks featured in recent episodes ($COIN, $CRWV, $DOCU, $PLTR, $DDOG, $APP, $PATH, $META, $TWLO, $CRWD ). To the shock of all, Gordon AGAIN takes the Just…
Episode 21: $UBER: Riding Higher, or Ride-Scare?
Send a textRecorded 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…
Episode 20: Is $COIN Coin-BASED or a Coin Waste?
Send a textThe 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…
S1E19 Episode 19: $CRWV (Coreweave): “Weaving” Sweet AI Dreams…or Nightmares?
Send a textThe Stock Jocks provide the bull/bear takes on recent IPO Coreweave ($CRWV). Gordon plays the role of Bull, pitching that fears about AI “poster child” Coreweave’s sustainable competitive…
S1E18 Episode 18: $DOCU: Dissecting Docusign
Send a textThe Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM)…
S1E17 Episode 17: $PLTR: Palan-cheers or Palan-tears? (Palantir)
Send a textIn Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir…
S1E16 Episode 16: Mini-Tips: $SMCI, $TWLO, $SHOP, $APP, $DDOG
Send a textIn Episode 16 (recorded 2/17/25), George and Gordon provide dizzying insights about 5 companies that have been topics of prior episodes and have also recently reported earnings. Topics:…
S1E15 Episode 15: $DDOG: Doin’ it Data-Doggy-Style
Send a textIn Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed…
S1E14 Episode 14: $APP: AppLovin’ It, or AppShovin’ It?
Send a textIn Episode 14 (recorded December 29, 2024), The Stock Jocks give their bull/bear treatment to high-flying mobile marketing specialist AppLovin ($APP). Gordo hosts, George, as El Toro,…
S1E13 Episode 13: UIPath ($PATH): Generative AI Loser or Ultimate Winner?
Send a textIn lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation…
S1E12 Episode 12: $META: Giving the World an AI Enema
Send a textIn Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the…
S1E11 Episode 11: Where Are They Now? Looking Back on Our “Tips”
Send a textThe Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first…
S1E10 Episode 10: $TWLO (Twilio): Catch a Falling Knife???
Send a textThe Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and…
Frequently Asked Questions
Just the Tips (by the Stock Jocks) has published 29 episodes since March 2024, covering topics in Business, Investing.
Just the Tips (by the Stock Jocks) is currently declining with new episodes every 2 weeks. Average episode length is 1h 6m.
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