Sam and Logical kick off the session talking about how the market continues to melt up against consensus skepticism. $ORCL grew their backlog by 359% and the $650B company rallied $200B in market cap the very next day. On top of that $NBIS signed a $17.4B contract with $MSFT launching the stock 40%. And to top it off, the boys discuss how $OPEN won the $SHOP COO as CEO. Insane!
Up Next in Season 1 | 2025
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NVIDIA : IS THIS THE TOP? | IWTB Ep. 21
The session covers Nvidia's recent earnings report, noting a -2.6% decline in after-hours trading amid high implied volatility. Market sentiment reflects concerns about corrections and the ongoing bull market, with strong institutional buying despite fluctuations. The discussion also highlights t...
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IS PALANTIR GOING TO $40? | IWTB Ep. 20
Palantir's unique market position leads to a premium valuation, despite concerns over its stock price amid market volatility. The biotech sector thrives while short selling in small caps rises. Market sentiment fluctuates between recession and inflation fears, with seasonal weakness expected in A...
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DATACENTER WINNERS AND LOSERS | IWTB ...
Investors need to be clear about their investment goals amid recent market volatility, especially in the software sector. While many stocks are near 52-week lows, signs of recovery are emerging. Companies like GitLab and Okta remain vital, despite challenges. Tecogen's innovative technology in th...
