Episodes

6 days ago
6 days ago
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

