Retail Edge

Precious Metals Contrarian Call: Everyone's Wrong?

Welcome back to Retail Edge. I’m Michele Steele, joined by Stocktwits’ Tom Bruni. It’s a weird week—short trading week, earnings season chaos, and the market flipping the script: dollar up, commodities up, stocks up, and last week’s sold AI trades getting bought.
What we cover in this episode:Top 6 trending on Stocktwits (in 60 seconds):Immunity Bio: EU authorization expands reach to 33 countriesTrump Media (DJT): trading near record lows after earnings weaknessQuince Therapeutics: failed Phase 3, stock down bigSRX Health Solutions: digital asset treasury pivot + reverse-merger speculationTesla: flirting with the key $400 levelNvidia: multi-year partnership with Meta + analyst upgrades on CapEx tailwindsMost newly followed: Fastly — why the “edge cloud” name surged 80% on earnings (EPS beat, revenue +23% YoY, record gross margins, free cash flow turns positive).Message volume breakout: Corsair Gaming — the comeback trade (earnings beat, first-ever buyback, margin tailwinds, and what retail is betting on next).Meme of the week: Algorithm Holdings (RIME) — the wild pivot from karaoke (Singing Machine) to AI logistics… and why transport stocks felt it.Hidden gem: Inflection — a quantum SPAC raising $550M, neutral atom approach, and why retail is watching.Pros vs Joes: Wendy’s — sales down, store closures, but retail sees a “how much worse can it get?” setup with a 7% dividend and an activist “backstop.”Reversal watch: Shopify — 40% drop tied to AI spend, but revenue growth and a first-ever $2B buyback has dip-buyers circling.Contrarian call: Precious metals — bearish Stocktwits sentiment despite stabilized prices and a weird dollar/metals correlation.Whale Watch (13Fs): Buffett trimming Apple, Dalio buying Google + Amazon, and the broader Q4 shift into AI infrastructure, energy, and materials.
Plus: what’s coming next on StocktwitsTV — executive interviews with Opendoor and Gorilla Technologies.
#retailedge 
Chapters00:00 Weird short week + markets flipping (dollar/commodities/stocks up)00:45 Top 6 trending tickers on Stocktwits (60 seconds)02:03 Most newly followed: Fastly (80% earnings surge)03:29 Message volume breakout: Corsair Gaming (+50% best day)05:58 Meme of the week: Karaoke → AI logistics (Algorithm Holdings / RIME)08:24 Hidden gem: Inflection (quantum SPAC + $550M raise)11:13 Pros vs Joes: Wendy’s (Peltz backstop + 2013 levels)13:59 Reversal watch: Shopify (AI-driven -40% + $2B buyback)15:49 Contrarian call: Precious metals sentiment turns bearish17:42 Whale Watch: Buffett/Dalio + Q4 13F positioning19:46 What’s next: Opendoor earnings + Gorilla acquisition + exec interviews
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

MrBeast Enters FinTech + Robinhood Earnings: Is HOOD Too Crypto-Dependent?

Welcome back to Retail Edge — I’m Michelle Steele with Tom Bruni in the hot seat. It’s a Seahawks Monday, Bad Bunny broke the internet, and the market decided to hit a few of us with a chair.
Here’s what we cover:Dow 50,000: why it matters, and why it’s not the Mag 7 doing the heavy liftingThe rotation: “real economy” names pushing the Dow while some big tech names lag6 stocks, 1 minute (most active on StockTwits):Bitcoin sharp drop to 60KMicroStrategy (MSTR) “underwater” chatter + margin-call FUDSuper Micro (SMCI) blowout quarter + 2026 revenue forecast doubles (AI demand)Silver fresh lows → sharp rebound (dip-buyers circling again)Palantir (PLTR) beats + strong outlook… still hits 7-month lowsNvidia (NVDA) catches a bid on massive 2026 CapEx headlinesFollower surge: Kelly Services goes $14 → $125 → $21 after a control stake buy (earnings Feb 12)Message volume breakout: biotech pivots into a BNB (Binance coin) treasury plan — and the internet debates whether it’s genius or gimmickMeme of the week: Bitmine Immersion + Tom Lee’s Ethereum thesis under fire (and the “paid to wait” pitch)Under the radar: SM Energy closes a ~$13B merger and triples productionPros vs Joes: PayPal CEO shakeup, “IPO price” psychology, and the Venmo/spin-off hopeSoftware slump: IGV down hard and the “AI makes SaaS obsolete” debateContrarian call: Hims & Hers: GLP-1 chaos, DOJ heat, Novo lawsuit, and retail buying anywayKeep your eyes peeled: Robinhood earnings + the MrBeast FinTech angle
If you’re watching any of these battleground names, drop your tickers below—and tell us if you’re buying dips or fading the hype.
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
Chapters / Timestamps
00:10 Seahawks Monday + Bad Bunny chaos01:25 Dow 50,000: why it’s “real economy” stocks, not just tech03:28 6 stocks, 1 minute (most active on StockTwits)05:26 Follower surge: Kelly Services control stake + $14→$125→$21 volatility07:44 Message volume breakout: biotech pivots to a BNB treasury plan09:51 Meme of the week: Tom Lee + Bitmine Immersion + Ethereum losses debate12:15 Under the radar: SM Energy + Civitas merger and why it matters13:43 Pros vs Joes: PayPal CEO shakeup + retail still buying17:45 Software slump: IGV down 33% and the “SaaS is dead” argument21:10 Contrarian call: Hims & Hers GLP-1 chaos (DOJ + lawsuit)25:19 Keep your eyes peeled: Robinhood earnings + MrBeast in FinTech29:06 Wrap

Hood Down 30%: Dip Buy or Changing of the Guard? Plus MSFT Cheap, GME Back, and China Fear

Welcome back to Retail Edge — I’m Michelle Steele, and Tom Bruni is once again in the hot seat (which, in New York winter, is basically a luxury). It’s been a wild Monday and retail is talking fast.
Here’s what we cover:
Robinhood (HOOD) trending #1 on StockTwits… while getting smoked: dip-buy setup or changing of the guard?
Message volume spikes while price slides: what it can signal, and why earnings season makes it tricky
SoFi (SOFI) earnings aftermath: big chatter, mixed reaction, and why “volume-driven” brokers have struggled since October
The 5-year meme stock anniversary: how zero commissions + stimulus + Roaring Kitty set the table, and what actually changed since 2021
GameStop (GME) 2.0 vibes: Ryan Cohen teases a big consumer deal and retail stays bullish
Top tickers by volume: BTC, silver, TSLA, IBRX, BNAI, and GME
Microsoft (MSFT): 3x follower surge at nine-month lows — “generational buy” debate, OpenAI concentration risk, and huge CapEx
Find some alpha: a YOLO-ish solar play with TOYO (Japan + solar at the intersection)
Pros vs Joes: Rich Tech Robotics and the Microsoft “partnership” debate — retail buys the AI robot story, skeptics point to burn and filings
Reversal watch: KWEB sentiment hits a one-year bearish low — contrarian setup or value trap?
If you made it to the end, you’re officially qualified to trade the next headline… responsibly.
Chapters:00:11 Welcome back + “hot seat” Monday energy00:47 HOOD trending #1… and getting smoked01:23 HOOD as a risk-on proxy: crypto peak correlation since October02:13 Message volume up while price falls: what that can mean02:59 Earnings season risk: why dip-buying gets complicated03:16 HOOD earnings Feb 10 + what the stream is saying03:51 Options chatter into HOOD earnings: 105C / 95P / 110C04:21 SOFI message volume surge + post-earnings fade05:15 Why legacy brokers hold up better than volume-driven apps06:16 Five-year meme stock anniversary: set the table (2019–2021)07:03 Stimulus era + Roaring Kitty groundwork08:53 Jan 28, 2021: sell-only moment and why it mattered10:08 What still needs fixing: settlement, tokenization, 24-7 markets10:27 What didn’t change: retail is still 20–25% of daily volume12:27 GME back on the radar + Ryan Cohen acquisition tease15:24 Top tickers by volume: BTC, silver, TSLA, IBRX, BNAI, GME16:16 MSFT: 3x follower surge at nine-month lows18:37 Alpha watch: TOYO (Japan + solar)20:07 Pros vs Joes: Rich Tech Robotics + Microsoft collaboration debate23:11 Reversal watch: KWEB bearish sentiment extreme25:52 Wrap + GameStop tease for next week
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Volume Surge + The Stock Everyone's Ignoring

Hi everyone—welcome back to Retail Edge. While Tom’s shoveling snow in New York and Michelle’s in Chicago doing the “two-feet-of-snow is normal” routine, the market is heating up in one place: StockTwits message volume.
Here’s what’s driving the retail conversation this week:Top 5 tickers retail can’t stop talking about: IBRX, SPY, SLS, INTC, and SLVSilver mania: record trading volumes, massive spikes in activity, and sentiment getting extremely one-sidedMost Newly Followed: USA Rare Earth (USAR) surges as a national security, vertically-integrated rare earth supply chain story catches fireMessage Volume Breakout: Namib Minerals (NAMM) goes from delisting risk to “green energy option” talk with copper/cobalt permitsMeme of the Week: Brand Engagement Networks (BNAI) after an absurd move from $1.20 to the $80s on tiny-float dynamics and an early licensing dealHidden Gem: Zoom (ZM) gets an AI “hidden asset” re-rating angle via its Anthropic stake, plus a big technical level breakoutPros vs Joes: retail steps into battered health insurers on valuation and long-term demand, while Wall Street stays stuck on policy riskReversal Watch: SLV sentiment is extreme—huge range, huge volume, everyone glued to itContrarian Call: Newegg (NEGG) is back on watch as low float, a big holder, and improving fundamentals keep retail interested
If you’re not posting a silver chart or a silver bar JPEG right now… do you even trade?
Chapters:
00:12 Snow check: Michelle + Tom digging out and digging into charts00:55 What’s heating up on StockTwits: the Top 5 tickers01:00 IBRX: FDA news sparks biotech chatter01:16 SPY: macro tape still matters (tariffs/Greenland/Fed)01:30 SLS: the biotech that “might as well sponsor the pod”01:43 INTC: earnings debate + gov backstop + Nvidia collaboration chatter02:11 SLV: record volumes, gold 5K, silver 110, and activity up 200x03:08 Most Newly Followed: USAR rare earth surge + national security angle04:35 Message Volume Breakout: NAMM microcap metals run + green energy permits06:35 Meme of the Week: BNAI goes $1.20 to the $80s and why09:28 Hidden Gem: Zoom’s Anthropic stake + technical breakout11:55 Pros vs Joes: retail buys the health insurer dip13:59 Reversal Watch: SLV sentiment at extreme levels17:59 Contrarian Call: Newegg, low float dynamics, and retail interest20:16 Wrap: picks, shovels, and staying safe in chaos
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Greenland Drama Sparks Tariff Chaos — EU Could Hit U.S. Big Tech Next

Hi everybody—welcome back to Retail Edge, where we help you track the retail crowd’s conversation and (hopefully) spot the next big move before everyone else. Tom Bruni’s back from the StockTwits offsite with just enough Arizona sun to survive the New York deep freeze… and we’ve got a lot to talk about.
On today’s episode:
Greenland drama + tariff threats heading into Davos: why the market cares (defense + critical minerals/rare earths) and what happens if Europe decides to play offense
The EU’s anti-coercion instrument: the “services” angle that puts U.S. big tech in the crosshairs (not just physical goods)
Which areas get hit: autos, industrials, agriculture, manufacturing-heavy U.S. brands—and why some European names are getting smoked
Retail reaction: mostly ignoring the noise and buying long-duration themes like space (ASTS, Rocket Lab)
Housing thaw? Redfin shows the slowest home price growth since 2012 and sellers outnumbering buyers—what that means for rates, transactions, and names like Rocket/Zillow/Compass + XHB/ITB
Natural gas spike: tight inventories + exports + the Arctic freeze → volatility explosion (UNG/BOIL/FCG on the radar)
Pros vs Joes: 3M dip-buying as retail pushes back on Wall Street’s consumer caution
PayPal pain: new lows, still-bullish retail sentiment, and the “cheap is cheap for a reason” reality check (Fastlane is the hinge)
Netflix & Spotify trading in lockstep: growth concerns, the “peak subscriber/peak margin” question, and why earnings matter this week
Drop a comment: Are you with retail—buying the stuff that’s not tariff-exposed—or are you treating this as a real risk-off moment?
Chapters:00:11 Welcome back + Arizona sun vs Arctic freeze banter01:09 Greenland drama, weekend red, and Davos setup01:38 Why Greenland matters: defense + critical minerals/rare earths02:55 Tariff threats + EU response mode04:09 What the EU “anti-coercion” tool could target (services + big tech)05:05 Who’s exposed: ag, industrials, autos, U.S. brands with EU footprint06:10 Retail ignores the noise: long-duration themes (ASTS, Rocket Lab)06:49 Quick check: Novo Nordisk example (real-world demand vs headlines)07:12 Housing: Redfin data + buyer/seller dynamic07:57 Frozen market starts to thaw: rates + price pressure + regional differences09:06 Real estate watchlist: Rocket/Zillow/Compass + XHB/ITB + HD/LOW10:19 Natural gas: geopolitics + inventories + polar vortex catalyst11:44 Retail vehicles: UNG/BOIL/FCG + volatility warning12:52 Pros vs Joes: 3M (MMM) — why retail is buying the dip14:58 PayPal (PYPL): retail sentiment vs Wall Street skepticism16:27 Fastlane bull case + “needs a major retailer” reality check18:02 Earnings next month: catalyst watch18:28 Netflix (NFLX) + Spotify (SPOT): lockstep chart + growth concerns19:33 Netflix/WBD acquisition talk → “utility vs disruptor” debate21:01 Wrap + where to follow Tom + possible “emergency” episode tease

Fed Chair Powell May Face Charges | Election Markets React

Welcome back to Retail Edge — the podcast where we track the retail crowd’s conversation so you can spot the next big move before the rest of the street wakes up and drinks their lattes. Michelle Steele is joined by Stocktwits’ Tom Bruni for an expedited Monday pod because the headline machine went into overdrive.
On deck today:
The DOJ/Fed headline cycle: reported federal probe into Jerome Powell tied to Fed HQ renovation cost overruns — and what that means for Fed independence
Markets reaction check: initial drawdown → equities catch a bid, while gold/silver hit new highs (and what that “tells” the market is worried about)
The macro tell: fears that forced lower rates could reignite inflation; watching whether Bitcoin finally joins the party
Trump’s populist push: proposed one-year 10% cap on credit card interest rates — why credit stocks sold off and what could break in consumer credit (access, rewards, etc.)
Where retail thinks the “populist trade” might go next: housing-related names and health insurance volatility tied to ACA subsidy headlines
Meme of the week: Wheels Up (UP) — why it’s buzzing (private jets, Delta tie-in, $1 stock psychology) and how retail is trading it
China momentum: emerging markets chatter + Alibaba sentiment flips from void → FOMO
Microcap mover: Lulu’s Fashion Lounge (LVLU) doubles on an activist stake and an 8-point plan
Big retail flex: Walmart replacing AstraZeneca in the Nasdaq 100 on January 20 — why the market is rewarding the “tech-first retail giant” narrative (ads, Walmart+, logistics, partnerships)
Question for you: If credit card stocks keep dipping, are you buying the fear—or staying away from the policy risk?
#RetailEdge #StockTwits #Markets #Fed #CreditCards #Gold #Silver #Bitcoin #Walmart #Alibaba
 
Chapters / Timestamps
00:00 Welcome to Retail Edge + “expedited Monday pod”01:10 DOJ / Powell probe headline + Fed independence concerns03:05 Market reaction: equities stabilize; gold/silver to new highs05:00 Does hard money stay bid? What would confirm it (Bitcoin catching a bid)06:25 Tom closes short silver trade (risk management moment)07:30 Timeline clarity: Powell chair term vs staying on as governor09:15 Credit card rate cap proposal (10% for one year): what breaks, who gets hit12:10 “How much do they dip before you buy?” — debate on the streams13:30 Populist trade watchlist: housing names + home-related plays15:10 Healthcare/ACA subsidy headlines: why insurers are volatile17:05 Meme of the week: Wheels Up (UP) — thesis making the rounds20:10 China & emerging markets: Alibaba sentiment flips to bullish23:00 Microcap: LVLU doubles on activist stake + “constructive engagement”26:00 Walmart replaces AstraZeneca in Nasdaq 100 on Jan 20 + tech/logistics angle28:10 Wrap: join the conversation on StockTwits
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

What’s Moving Markets in Early 2026? AI, Policy & Altcoin

We’re finally through the first week of January — and 2026 is already throwing heat. In this episode of Retail Edge, we start with a market vibe check: despite geopolitical risk, oil shocks, and uncertainty around AI, stocks keep pushing higher — and the big story is market breadth expanding (mid-caps breaking out and the equal-weight S&P 500 joining the move). From there, we hit what the community’s talking about: Ripple leading crypto chatter as traders sniff out an altcoin rally, plus Applied Digital (APLD) staying hot after earnings and the rise of Data Vault AI after securing a deal with IBM tied to quantum-secure data. Then we go “D.C. to Wall Street” with the week’s biggest policy-driven movers: Venezuela + oil services: traders focus on the buildout of infrastructure and the oil services names/ETFs tied to it. Defense stocks: a whipsaw move after Trump comments on buybacks/comp, followed by a huge defense budget increase headline. Single-family housing headlines: talk of limiting institutional ownership sparks volatility across real estate names and even fuels debate around where companies like Opendoor fit. We wrap with the meme of the week (GameStop’s incentive comp playbook) and then head to CES in Vegas: robots, “physical AI,” drones, delivery bots, coffee-making robots, and voice/agentic AI — plus why chips, memory, and storage stayed front-and-center for investors. If you’re trying to figure out what retail traders are watching right now — this is the roadmap.
Chapters / Segments 00:00 — 2026 market vibe check: why it’s been tough to be bearish
00:55 — Breadth expanding: mid-caps + equal-weight S&P 500
02:05 — Crypto chatter: Ripple leads as altcoins rebound
03:25 — Tech buzz: APLD momentum + Data Vault AI + IBM deal
06:00 — Venezuela headlines: oil services names/ETF OIH in focus
08:25 — Defense whipsaw: tweets, reversal, and new highs (XAR / ITA)
11:05 — Housing policy shock: institutional single-family home headlines
14:20 — Opendoor wild card + what’s next (more clarity coming)
16:45 — Meme of the week: GameStop goes “full Elon” on comp structure
20:05 — CES takeaways: Vegas is experiences, not just casinos
23:15 — CES interviews: drones, delivery robots, coffee robots, voice AI
29:30 — CES investor talk: chips, Rubin platform buzz, storage winners
33:10 — Bubble talk: invest vs trade, momentum, and managing risk
35:10 — Wrap
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Silver Up 168%?! Retail Fever Hits GLD/SLV + Miners (HYMC) as Bitcoin Lags

Welcome back to Retail Edge with Michelle Steele and Tom Bruni. The “Santa Claus rally” vibe is feeling a little stuck in the snow—but the bigger market structure still looks constructive. Then we get into what’s actually moving attention: precious metals mania, a Bitcoin stall, a brand-new space-themed ticker lighting up retail feeds, a China AI/autonomous driving divergence trade, and a sleeper under-the-radar idea: Nintendo.
In this episode, we cover: Why the S&P feels slow right now… and why bulls are still in control Gold & Silver retail fever: GLD, SLV + small miners like HYMC The wild performance board: Silver +168%, Platinum +145%, Gold +55% (and “digital gold” lagging) The silver squeeze/imbalance story: paper futures vs physical delivery concerns + export controls chatter Tom’s defined-risk SLV put spread view and what a potential retrace could look like Volume leaders: SLS, Bitcoin, SLV, FJET, TSLA Bitcoin frustration: stuck in an 84–95k range + year-end tax-loss harvesting dynamics FJET (Starfighter Space): new listing hype, air-launch-to-orbit theme, and the “buy the dip or was that it?” debate Pros vs Joes: BABA vs BYD — Wall Street prefers Alibaba, but retail is chasing the BYD AI/autonomy breakout Contrarian Call: Ramaco pivoting from coal to rare earths — big upside if it works, but long timelines + capex + regulatory risk Under the radar: Nintendo (NTDOY/NTDOF), Japan strength, and the Switch 2 cycle thesis
 
#RetailEdge #StockTwits #MarketSentiment #Silver #Bitcoin #Stocks #Trading

Trump Pump, Bearish Bets & Biotech Lotto

Welcome to the inaugural episode of StockTwits Retail Edge with Michele Steele and Tom Bruni—tracking where retail attention is moving, and what it could mean for markets. In this episode: Santa Claus rally talk + what the S&P 500 “reset” could mean into year-end.
Mag 7 breaking out again—and why that matters for broader market direction.
Top tickers by message volume: SLS, TLRY, ALT, plus NVDA and TSLA in focus. 
NVDA: discussion of H200 chip shipping timeline and why the market cheered.
TSLA: milestone week, optimism around autonomy/robotics, and big headline chatter.
Meme of the week: DJT (nuclear fusion + bitcoin?!) and why the stream got spicy.
RUM: video platform → AI/data center pivot via acquisition talk.
Pros vs Joes: Carvana’s wild turnaround… and why retail still side-eyes the valuation.
Contrarian Call: Nike’s brand strength vs business missteps—and what retail is betting on.
Under the radar: Insurance stocks quietly breaking out (IAK/KIE) + Chubb relative strength