Send us a text

In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerating new customer acquisition.

Send us a text

In 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, argues $APP can leverage AI to meet already high Street expectations, while Bruce channels El Oso and picks apart $APP’s valuation. In the news segment, the Jocks touch on the changing interest rate and inflation outlook and the H1B visa policy debate.

Send us a text

In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the Jocks touch on Rubrik ($RBRK), SentinalOne $S (and in turn CrowdStrike ($CRWD)), the ServiceTitan $TTAN IPO, and $SMCI.