<![CDATA[Sift Stack]]>7d65fea2-fcf9-56c3-b8cb-d77803a1ea0aWed, 19 Aug 2026 12:00:32 +0000Captivate.fmTyler Shervenhttps://artwork.captivate.fm/6de9543a-6ef4-4577-9237-66b43bfbb523/4.jpgSift StackTyler ShervenTyler ShervenSift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.https://sift-stack.captivate.fmfalseepisodic94c23220-af73-11f0-a8a5-7d68a1aab8b1nopodcastTJX Earnings Preview, NVDA's Bet, Haaland's Portfolio, & Is Meta a Drug?: TWSS 40 - 8.17.2026TJX Earnings Preview, NVDA's Bet, Haaland's Portfolio, & Is Meta a Drug?: TWSS 40 - 8.17.2026Episode 40 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. It’s a big week for discount retail as Walmart ($WMT) looks to reclaim its $1T market cap and TJ Maxx ($TJX) proves why owning stores beats owning brands. We break down the 'treasure hunt' effect driving TJX's high margins, the impact of the Iran war on Walmart’s consumer base, and a look at Nvidia’s strategic $105B investment in an OpenAI campus. Plus, Meta’s legal battle over its 'addictive' features and how Erling Haaland is quietly building a massive investment portfolio.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 40 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. It’s a big week for discount retail as Walmart ($WMT) looks to reclaim its $1T market cap and TJ Maxx ($TJX) proves why owning stores beats owning brands. We break down the 'treasure hunt' effect driving TJX's high margins, the impact of the Iran war on Walmart’s consumer base, and a look at Nvidia’s strategic $105B investment in an OpenAI campus. Plus, Meta’s legal battle over its 'addictive' features and how Erling Haaland is quietly building a massive investment portfolio.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>94b6014b-5cd5-44c7-8a81-53008af83daeWed, 19 Aug 2026 08:00:00 -040029:07falsefull4444Potential Anthropic IPO, Applied Materials $AMAT Review, & Renaissance Technologies MovesPotential Anthropic IPO, Applied Materials $AMAT Review, & Renaissance Technologies MovesSift Stack Quick Take 4: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. We dive into Applied Materials' record-breaking earnings and why the stock saw a surprising dip despite hitting a 50% gross margin. We also explore the massive buzz surrounding the potential Anthropic IPO, with investors modeling a staggering $2 trillion valuation as a listing could come as early as September. Finally, we analyze Renaissance Technologies' latest 13F filing, highlighting their new half-billion-dollar position in CrowdStrike and why cybersecurity remains a vital long-term play in the age of AI.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Sift Stack Quick Take 4: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. We dive into Applied Materials' record-breaking earnings and why the stock saw a surprising dip despite hitting a 50% gross margin. We also explore the massive buzz surrounding the potential Anthropic IPO, with investors modeling a staggering $2 trillion valuation as a listing could come as early as September. Finally, we analyze Renaissance Technologies' latest 13F filing, highlighting their new half-billion-dollar position in CrowdStrike and why cybersecurity remains a vital long-term play in the age of AI.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>5c81b7e1-efdd-4191-9b58-d7a2acbc2e97Fri, 14 Aug 2026 12:45:00 -040006:30falsefull4343CoreWeave, Super Micro, & Nebius Earnings Review: Sift Stack Quick Take 3 - 8.12.2026 (10:30 AM EST)CoreWeave, Super Micro, & Nebius Earnings Review: Sift Stack Quick Take 3 - 8.12.2026 (10:30 AM EST)Sift Stack Quick Take 3: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. Big earnings beats from Super Micro Computer, CoreWeave, & Nebius. After a brutal July for momentum stocks, these companies signaled that AI data center and server demand remain red-hot. CoreWeave’s revenue skyrocketed 112% year-over-year, with a strong Q3 forecast fueling an 18% stock surge. Meanwhile, Super Micro Computer delivered $11.1 billion in revenue and a 45% jump in net margins, nearly doubling its net income. The duo also discusses the broader rotation into mid-cap tech, as massive large-cap spending creates unprecedented opportunities for smaller benefactors.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance

]]>Sift Stack Quick Take 3: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. Big earnings beats from Super Micro Computer, CoreWeave, & Nebius. After a brutal July for momentum stocks, these companies signaled that AI data center and server demand remain red-hot. CoreWeave’s revenue skyrocketed 112% year-over-year, with a strong Q3 forecast fueling an 18% stock surge. Meanwhile, Super Micro Computer delivered $11.1 billion in revenue and a 45% jump in net margins, nearly doubling its net income. The duo also discusses the broader rotation into mid-cap tech, as massive large-cap spending creates unprecedented opportunities for smaller benefactors.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance

]]>dd912cf2-e9f9-43ed-ac0d-5240e1671e8fWed, 12 Aug 2026 12:50:00 -040008:27falsefull4242SpaceX Earnings Recap, Applied Materials Earnings Preview, & U.S. Oil Reserves: TWSS 39 - 8.10.2026SpaceX Earnings Recap, Applied Materials Earnings Preview, & U.S. Oil Reserves: TWSS 39 - 8.10.2026Episode 39 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The S&P 500 is at fresh all-time highs after July payrolls came in at negative 23,000 against roughly 80,000 expected & progress toward peace in Iran, flipping September odds from a Fed hike back toward a hold. The deep dive is Applied Materials, reporting Thursday after the close with consensus near $9 billion in revenue, up about 23% year over year. Also covered: SpaceX's first quarter as a public company, Berkshire's cash falling to $365.5 billion under Greg Abel, Intel's $15 billion offering, Palantir setting the bar, and the Strategic Petroleum Reserve at a 43-year low. Which name moves most this week?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 39 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The S&P 500 is at fresh all-time highs after July payrolls came in at negative 23,000 against roughly 80,000 expected & progress toward peace in Iran, flipping September odds from a Fed hike back toward a hold. The deep dive is Applied Materials, reporting Thursday after the close with consensus near $9 billion in revenue, up about 23% year over year. Also covered: SpaceX's first quarter as a public company, Berkshire's cash falling to $365.5 billion under Greg Abel, Intel's $15 billion offering, Palantir setting the bar, and the Strategic Petroleum Reserve at a 43-year low. Which name moves most this week?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>c4b735dc-0888-422e-a557-71b92b276d7bTue, 11 Aug 2026 16:45:00 -040027:45falsefull4141SpaceX & NuScale Earnings Review, Iran War Updates: Sift Stack Quick Take 2 - 8.6.2026 (3:30 PM EST)SpaceX & NuScale Earnings Review, Iran War Updates: Sift Stack Quick Take 2 - 8.6.2026 (3:30 PM EST)Sift Stack Quick Take 2: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. SpaceX's first post-IPO lockup expiration, with roughly 911.5 million shares becoming eligible to trade two days after the company's debut quarterly report. CJ digs into Q2 revenue growth, $18.4 billion in capital expenditures, Starlink's subscriber momentum, and why an expanding free float can pull index funds and managers into the name. Then NuScale's Q2 print — revenue down about 99% year over year — the balance sheet shift toward long-term investments, and what's next on TVA. Plus an Oklo tease and conflicting Iranian reports out of the Strait of Hormuz.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Sift Stack Quick Take 2: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. SpaceX's first post-IPO lockup expiration, with roughly 911.5 million shares becoming eligible to trade two days after the company's debut quarterly report. CJ digs into Q2 revenue growth, $18.4 billion in capital expenditures, Starlink's subscriber momentum, and why an expanding free float can pull index funds and managers into the name. Then NuScale's Q2 print — revenue down about 99% year over year — the balance sheet shift toward long-term investments, and what's next on TVA. Plus an Oklo tease and conflicting Iranian reports out of the Strait of Hormuz.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>5ebedd79-445b-486e-8900-6b6ecce2f57dThu, 06 Aug 2026 17:30:00 -040011:46falsefull4040SpaceX 1st Earnings Call, Big Tech Earnings, & World Cup Controversy: TWSS 38 - 8.3.2026SpaceX 1st Earnings Call, Big Tech Earnings, & World Cup Controversy: TWSS 38 - 8.3.2026Episode 38 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX reports for the first time ever as a public company Tuesday, with the stock down roughly 50% from its June highs and lock-up expirations set to triple the float by the end of September. Starlink and capex will drive the call, not fundamentals. Also covered: big tech's split-screen quarter where everyone won except Apple, NuScale's Wednesday print and what the ENTRA1–TVA agreement would mean, Exxon and Chevron's blowout refining quarter on the back of the Iran war, and FIFA's collapsed $20 billion World Cup sell-off.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 38 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX reports for the first time ever as a public company Tuesday, with the stock down roughly 50% from its June highs and lock-up expirations set to triple the float by the end of September. Starlink and capex will drive the call, not fundamentals. Also covered: big tech's split-screen quarter where everyone won except Apple, NuScale's Wednesday print and what the ENTRA1–TVA agreement would mean, Exxon and Chevron's blowout refining quarter on the back of the Iran war, and FIFA's collapsed $20 billion World Cup sell-off.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>f7985771-d03f-4d89-a1f8-b71bb625b7f5Tue, 04 Aug 2026 11:00:00 -040030:34falsefull3939Amazon Soars, Meta Sinks, & The Fed Splits: Sift Stack Quick Take 1 - 7.30.2026 (4:45 PM EST)Amazon Soars, Meta Sinks, & The Fed Splits: Sift Stack Quick Take 1 - 7.30.2026 (4:45 PM EST)Sift Stack Quick Take 1: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Amazon jumped after hours on record AWS numbers — $16.6 billion in cloud operating income, up from $10.2 billion a year ago, and the fastest growth in 18 quarters. Microsoft posted its best day since 2008 on Azure strength while Meta slid on rising expenses and shrinking free cash flow. Also, Apple's beat in Tim Cook's final call as CEO, Reddit's revenue blowout and the drop that followed, the forced unwind of Leopold Aschenbrenner's leveraged AI fund, and a divided Fed holding at 3.50%–3.75%. Is the hyperscaler rotation real, or a one-day reaction? Drop a comment.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Sift Stack Quick Take 1: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Amazon jumped after hours on record AWS numbers — $16.6 billion in cloud operating income, up from $10.2 billion a year ago, and the fastest growth in 18 quarters. Microsoft posted its best day since 2008 on Azure strength while Meta slid on rising expenses and shrinking free cash flow. Also, Apple's beat in Tim Cook's final call as CEO, Reddit's revenue blowout and the drop that followed, the forced unwind of Leopold Aschenbrenner's leveraged AI fund, and a divided Fed holding at 3.50%–3.75%. Is the hyperscaler rotation real, or a one-day reaction? Drop a comment.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>d27a3521-6513-4a7d-9c60-7ac468a0716bThu, 30 Jul 2026 18:30:00 -040011:27falsefull3838SMR Nuscale Stock Review, Google Earnings, Iran War Updates, & The Fed Watch: TWSS 37 - 7.27.2026SMR Nuscale Stock Review, Google Earnings, Iran War Updates, & The Fed Watch: TWSS 37 - 7.27.2026Episode 37 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. As AI and data center demand push the power grid to its limits, NuScale Power (SMR) is betting that small modular nuclear reactors can help power the future. The company holds the only NRC-approved SMR design and recently secured a major deployment agreement with the Tennessee Valley Authority. Elsewhere, Google's Cloud revenue jumped 82% on AI demand, though investors focused on rising spending plans. Meanwhile, Christopher Nolan's The Odyssey continues its blockbuster run, passing $639 million worldwide

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 37 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. As AI and data center demand push the power grid to its limits, NuScale Power (SMR) is betting that small modular nuclear reactors can help power the future. The company holds the only NRC-approved SMR design and recently secured a major deployment agreement with the Tennessee Valley Authority. Elsewhere, Google's Cloud revenue jumped 82% on AI demand, though investors focused on rising spending plans. Meanwhile, Christopher Nolan's The Odyssey continues its blockbuster run, passing $639 million worldwide

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>2ab28b88-700e-4165-8551-37cd9158e51fWed, 29 Jul 2026 17:45:00 -040040:24falsefull3737Apple-Getting Back on the Throne, Middle East Escalation, & The World Cup: TWSS 36 - 7.20.2026Apple-Getting Back on the Throne, Middle East Escalation, & The World Cup: TWSS 36 - 7.20.2026Episode 36 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Apple ($AAPL) has passed Nvidia to reclaim its spot as the world's most valuable company at a $4.90 trillion market cap. By avoiding massive AI infrastructure spending and focusing on free cash flow, Apple continues its steady climb despite upcoming iPhone 18 price hikes. Meanwhile, Spain claimed the 2026 FIFA World Cup, defeating Argentina 1–0 in extra time. Though initial estimates projected up to a $30 billion economic boost for the US, post-tournament data showed flat tourism and a surprisingly muted impact.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 36 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Apple ($AAPL) has passed Nvidia to reclaim its spot as the world's most valuable company at a $4.90 trillion market cap. By avoiding massive AI infrastructure spending and focusing on free cash flow, Apple continues its steady climb despite upcoming iPhone 18 price hikes. Meanwhile, Spain claimed the 2026 FIFA World Cup, defeating Argentina 1–0 in extra time. Though initial estimates projected up to a $30 billion economic boost for the US, post-tournament data showed flat tourism and a surprisingly muted impact.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>b0341d7a-ffbd-4ff7-886e-a4bb89a079a2Fri, 24 Jul 2026 11:56:00 -040042:28falsefull3636Taiwan Semiconductor Earnings Preview, US & Iran Trade Strikes, & The World Cup: TWSS 35 - 7.13.2026Taiwan Semiconductor Earnings Preview, US & Iran Trade Strikes, & The World Cup: TWSS 35 - 7.13.2026Episode 35 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. TSMC reports earnings Thursday with revenue expected to climb 35% year over year, as the hosts break down why its 75% grip on the foundry market may be the toughest moat in the game. SK Hynix, the memory giant behind Nvidia's AI chips, just raised $26.5 billion in a record U.S. debut. Big banks opened earnings season with beats across the board, and the World Cup final four is set. Not financial advice.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 35 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. TSMC reports earnings Thursday with revenue expected to climb 35% year over year, as the hosts break down why its 75% grip on the foundry market may be the toughest moat in the game. SK Hynix, the memory giant behind Nvidia's AI chips, just raised $26.5 billion in a record U.S. debut. Big banks opened earnings season with beats across the board, and the World Cup final four is set. Not financial advice.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>8a4be14a-c339-49c6-8e04-36feda63c897Wed, 15 Jul 2026 08:15:00 -040033:20falsefull3535World Cup, Delta Airlines Stock Review, Hamas Commits To Stepping Aside: TWSS 34 - 7.6.2026World Cup, Delta Airlines Stock Review, Hamas Commits To Stepping Aside: TWSS 34 - 7.6.2026Episode 34 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Delta doesn't make money flying you across the country. They make it from your wallet. American Express pays Delta billions for SkyMiles, generating $8.2 billion in 2025 and fueling the airline's rise to the world's largest by market cap. Add a premium cabin boom, with 60% of sales from premium seats, and Delta is redefining airline economics. Plus: the USMNT's World Cup run ends at Belgium's hands after the Balogun red card circus, Hamas hands over power in Gaza, and the quarterfinals are set. Let's get into it.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 34 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Delta doesn't make money flying you across the country. They make it from your wallet. American Express pays Delta billions for SkyMiles, generating $8.2 billion in 2025 and fueling the airline's rise to the world's largest by market cap. Add a premium cabin boom, with 60% of sales from premium seats, and Delta is redefining airline economics. Plus: the USMNT's World Cup run ends at Belgium's hands after the Balogun red card circus, Hamas hands over power in Gaza, and the quarterfinals are set. Let's get into it.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>6bc0dfb1-e2be-466c-b3f3-a539caef5633Wed, 08 Jul 2026 09:45:00 -040024:11falsefull3434The Strait of Hormuz - Open or Closed, Micron Stock, Warsh 1st Impressions: TWSS 33 - 6.22.2026The Strait of Hormuz - Open or Closed, Micron Stock, Warsh 1st Impressions: TWSS 33 - 6.22.2026Episode 33 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Memory is the new gold rush. Micron just joined the trillion-dollar club, with quarterly revenue up 196% year-over-year as AI's appetite for storage grows. The same forces are lifting WDC and SNDK. Here's the interesting part: analysts expect Micron to nearly match all of 2025's revenue in a single quarter ahead of Wednesday's earnings call. Hyperscalers like Google, Amazon, and Meta have to pay up for the memory they need. Also in news topics, we cover the world cup, Iran war, and Alan Greenspan's passing.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 33 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Memory is the new gold rush. Micron just joined the trillion-dollar club, with quarterly revenue up 196% year-over-year as AI's appetite for storage grows. The same forces are lifting WDC and SNDK. Here's the interesting part: analysts expect Micron to nearly match all of 2025's revenue in a single quarter ahead of Wednesday's earnings call. Hyperscalers like Google, Amazon, and Meta have to pay up for the memory they need. Also in news topics, we cover the world cup, Iran war, and Alan Greenspan's passing.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>dedf094e-dd79-4a4a-8f7c-21f201f22dc7Thu, 25 Jun 2026 16:00:00 -040027:27falsefull3333SpaceX IPO, Robinhood - The Brokerage of the Next Generation & The Iran Deal: TWSS 32 - 6.15.2026SpaceX IPO, Robinhood - The Brokerage of the Next Generation & The Iran Deal: TWSS 32 - 6.15.2026Episode 32 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Robinhood (HOOD) is for review. The commission-free pioneer has rebuilt its reputation since the 2021 GameStop fallout, climbing back to record highs: 27.4 million funded customers and $307 billion in platform assets, up from $193 billion 18 months ago. With Gen X and Millennials making up over 82% of its user base, Robinhood looks well positioned for the coming wealth transfer. Also more looks into World Cup shockers, SpaceX IPO, & gold being the preference of central banks vs treasuries.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 32 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Robinhood (HOOD) is for review. The commission-free pioneer has rebuilt its reputation since the 2021 GameStop fallout, climbing back to record highs: 27.4 million funded customers and $307 billion in platform assets, up from $193 billion 18 months ago. With Gen X and Millennials making up over 82% of its user base, Robinhood looks well positioned for the coming wealth transfer. Also more looks into World Cup shockers, SpaceX IPO, & gold being the preference of central banks vs treasuries.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>e6d51d99-5438-4bbc-a111-1ec2332f791bWed, 17 Jun 2026 12:15:00 -040032:52falsefull3232SpaceX IPO, World Cup Kickoff, & The Hardware Seesaw: TWSS 31 - 6.8.2026SpaceX IPO, World Cup Kickoff, & The Hardware Seesaw: TWSS 31 - 6.8.2026Episode 31 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX goes public this Friday in what's shaping up to be the largest IPO ever - priced at $135 a share, raising roughly $75 billion at about a $1.77 trillion valuation under ticker SPCX. Starlink still drives most revenue, but the new hook is AI compute: SpaceX is renting out its Colossus data centers to Anthropic and Google, with the Google deal worth $920 million a month. The open question is whether the "Elon premium" is justified on a company still losing money. Elsewhere, Novo Nordisk and Eli Lilly race for the GLP-1 weight-loss pill market, plus a stacked week of World Cup, NBA, and Stanley Cup action.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 31 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX goes public this Friday in what's shaping up to be the largest IPO ever - priced at $135 a share, raising roughly $75 billion at about a $1.77 trillion valuation under ticker SPCX. Starlink still drives most revenue, but the new hook is AI compute: SpaceX is renting out its Colossus data centers to Anthropic and Google, with the Google deal worth $920 million a month. The open question is whether the "Elon premium" is justified on a company still losing money. Elsewhere, Novo Nordisk and Eli Lilly race for the GLP-1 weight-loss pill market, plus a stacked week of World Cup, NBA, and Stanley Cup action.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>c42fad02-f148-41f2-a997-7104b05a9ec8Wed, 10 Jun 2026 12:45:00 -040031:40falsefull3131CrowdStrike, Anthropic IPO, World Cup, Upcoming Taiwan Summit, & Iran Updates: TWSS 30 - 6.1.2026CrowdStrike, Anthropic IPO, World Cup, Upcoming Taiwan Summit, & Iran Updates: TWSS 30 - 6.1.2026Episode 30 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. CrowdStrike is up for review, as cybersecurity rebounds as investors realize AI increases security demand rather than replacing it. Furthermore, we take a dive into record-low U.S. consumer confidence, NVIDIA and Microsoft's new Arm-based RTX Spark PC chip, rising oil prices amid Iran tensions, the IPO race between Anthropic, SpaceX, and OpenAI, and the upcoming North American World Cup's projected $17–30 billion economic impact despite softer-than-expected tourism and ticket demand.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

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]]>Episode 30 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. CrowdStrike is up for review, as cybersecurity rebounds as investors realize AI increases security demand rather than replacing it. Furthermore, we take a dive into record-low U.S. consumer confidence, NVIDIA and Microsoft's new Arm-based RTX Spark PC chip, rising oil prices amid Iran tensions, the IPO race between Anthropic, SpaceX, and OpenAI, and the upcoming North American World Cup's projected $17–30 billion economic impact despite softer-than-expected tourism and ticket demand.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance. Likes & comments are not intended to be endorsements of Sift Investment Management.

]]>c0f81a29-0837-4b3f-beca-babe0d8d006bThu, 04 Jun 2026 19:15:00 -040031:27falsefull3030Nvidia Earnings, Oil & Bonds, Trump & Xi Meeting, & Berkshire Moves: TWSS 29 - 5.18.2026Nvidia Earnings, Oil & Bonds, Trump & Xi Meeting, & Berkshire Moves: TWSS 29 - 5.18.2026Episode 29 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. This week, all eyes are on NVIDIA’s Q1 2026 earnings as it fights Alphabet to keep its top spot in the S&P 500. With Wall Street targeting a massive 80% revenue growth ($77-79B), will AI data center demand fuel another massive beat? We also dive into crude oil hovering around $100/barrel, rising bond yields, a surprising data center construction ban in Texas, and the strong correlation between Mag-7 Capex and NVIDIA’s revenue.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 29 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. This week, all eyes are on NVIDIA’s Q1 2026 earnings as it fights Alphabet to keep its top spot in the S&P 500. With Wall Street targeting a massive 80% revenue growth ($77-79B), will AI data center demand fuel another massive beat? We also dive into crude oil hovering around $100/barrel, rising bond yields, a surprising data center construction ban in Texas, and the strong correlation between Mag-7 Capex and NVIDIA’s revenue.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>a03ff34f-aa12-4bb9-8871-c067cf5e6948Wed, 20 May 2026 12:55:00 -040030:43falsefull2929AI Infrastructure, Stock Review of Nebius, Hantavirus, & SpaceX IPO: TWSS 28 - 5.11.2026AI Infrastructure, Stock Review of Nebius, Hantavirus, & SpaceX IPO: TWSS 28 - 5.11.2026Episode 28 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. Nebius ($NBIS) just doubled YTD, fueled by massive GPU-rental contracts with Meta and Microsoft totaling over $46 billion. But with a sky-high 440 P/E, the big question is sustainability. Meanwhile, SpaceX is eyeing a record-breaking $1.75 trillion IPO this June with the same sustainability questions, showing just $15 billion in revenue for 2025. Geopolitical tensions are simmering as President Trump rejects Iran’s latest peace offer, and a cruise ship Hantavirus outbreak has sparked a speculative rally in biotech.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations.

Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 28 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. Nebius ($NBIS) just doubled YTD, fueled by massive GPU-rental contracts with Meta and Microsoft totaling over $46 billion. But with a sky-high 440 P/E, the big question is sustainability. Meanwhile, SpaceX is eyeing a record-breaking $1.75 trillion IPO this June with the same sustainability questions, showing just $15 billion in revenue for 2025. Geopolitical tensions are simmering as President Trump rejects Iran’s latest peace offer, and a cruise ship Hantavirus outbreak has sparked a speculative rally in biotech.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations.

Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>80d06b2b-cc9f-4119-a5b6-8746665acac5Wed, 13 May 2026 13:15:00 -040027:16falsefull2828Mythos, US & Iran Stalemate, Cencora Stock Review, & The End of Spirit Airlines: TWSS 27 - 5.4.2026Mythos, US & Iran Stalemate, Cencora Stock Review, & The End of Spirit Airlines: TWSS 27 - 5.4.2026Episode 27 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Drug distributor, Cencora, is in the spotlight for a stock review. With $325B in revenue, its low-margin business relies on massive pharmaceutical volume and a defensive but narrow economic moat. The Strait of Hormuz dual blockade has spiked energy costs, forcing Spirit Airlines into a final liquidation. Geopolitically, the U.S. is reducing NATO involvement by withdrawing thousands of troops from Germany. Finally, Anthropic’s “Mythos” AI has launched an autonomous hacking era, mandating urgent global cybersecurity upgrades.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 27 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Drug distributor, Cencora, is in the spotlight for a stock review. With $325B in revenue, its low-margin business relies on massive pharmaceutical volume and a defensive but narrow economic moat. The Strait of Hormuz dual blockade has spiked energy costs, forcing Spirit Airlines into a final liquidation. Geopolitically, the U.S. is reducing NATO involvement by withdrawing thousands of troops from Germany. Finally, Anthropic’s “Mythos” AI has launched an autonomous hacking era, mandating urgent global cybersecurity upgrades.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>779901e1-08c8-48f4-abbd-f7fb427f49f5Wed, 06 May 2026 12:30:00 -040027:30falsefull2727The Biggest Earnings Week of Q2, Microsoft Stock Review & The Assassination Attempt: TWSS 26 – 4.27.2026The Biggest Earnings Week of Q2, Microsoft Stock Review & The Assassination Attempt: TWSS 26 – 4.27.2026Episode 26 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Wednesday marks an Earnings Extravaganza as Amazon, Google, Meta, and Microsoft drop Q1 reports - a staggering combined $12 trillion in market cap to be evaluated. We’re diving deep into Microsoft: why is it lagging in 2026? Despite "Software is Dead" AI fears, MSFT’s moat remains massive, fueled by 1.2 billion Excel power users and Azure’s cloud surge. Plus, we analyze the "World Stress Meter" following geopolitical spikes in Iran, cover the latest failed presidential assassination attempt, and discuss the record-breaking (but controversial) Michael Jackson biopic.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 26 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Wednesday marks an Earnings Extravaganza as Amazon, Google, Meta, and Microsoft drop Q1 reports - a staggering combined $12 trillion in market cap to be evaluated. We’re diving deep into Microsoft: why is it lagging in 2026? Despite "Software is Dead" AI fears, MSFT’s moat remains massive, fueled by 1.2 billion Excel power users and Azure’s cloud surge. Plus, we analyze the "World Stress Meter" following geopolitical spikes in Iran, cover the latest failed presidential assassination attempt, and discuss the record-breaking (but controversial) Michael Jackson biopic.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>b5004d4d-ff2a-4e59-95d0-103e93d8cb32Wed, 29 Apr 2026 17:30:00 -040026:05falsefull2626Stock Review of Tesla, NVIDIA CEO Jensen Huang Interview, & Iran War Updates: TWSS 25 - 4.21.2026Stock Review of Tesla, NVIDIA CEO Jensen Huang Interview, & Iran War Updates: TWSS 25 - 4.21.2026Episode 25 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Tesla is at a strategic crossroads as it prepares for Thursday’s earnings. While 2026 EV sales face headwinds from expired tax credits, the narrative has shifted. Tesla is now a vertically integrated powerhouse in AI, robotics, and energy. Investors are prioritizing the massive upside of FSD, Robotaxis, and humanoid robots over traditional car margins. Meanwhile, global markets remain tense as Iran re-closes the Strait of Hormuz despite upcoming peace talks. Separately, NVIDIA’s Jensen Huang warns that physical infrastructure, not model intelligence, is now the primary bottleneck for the AI revolution.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 25 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Tesla is at a strategic crossroads as it prepares for Thursday’s earnings. While 2026 EV sales face headwinds from expired tax credits, the narrative has shifted. Tesla is now a vertically integrated powerhouse in AI, robotics, and energy. Investors are prioritizing the massive upside of FSD, Robotaxis, and humanoid robots over traditional car margins. Meanwhile, global markets remain tense as Iran re-closes the Strait of Hormuz despite upcoming peace talks. Separately, NVIDIA’s Jensen Huang warns that physical infrastructure, not model intelligence, is now the primary bottleneck for the AI revolution.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>8f2ae82a-af5e-45b5-96d4-59b1ed3e2ad5Thu, 23 Apr 2026 12:15:00 -040028:46falsefull2525Markets Hit All-Time Highs as Strait of Hormuz Reopens: TWSS 24 – 4.17.2026Markets Hit All-Time Highs as Strait of Hormuz Reopens: TWSS 24 – 4.17.2026Episode 24 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Global markets are celebrating a historic turnaround following the Israel-Lebanon ceasefire and the reopening of the Strait of Hormuz. The Dow surged 1000 points, while the S&P 500 and NASDAQ reached new all-time highs, marking the fastest recovery from a near-correction since 1990 - rebounding in just 11 days. As geopolitical tensions ease, oil futures plummeted over 10%, offering long-awaited relief at the pump. With the US 10-year yield dropping to 4.234%, staying the course is showing to be effective through market declines.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management.

For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 24 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Global markets are celebrating a historic turnaround following the Israel-Lebanon ceasefire and the reopening of the Strait of Hormuz. The Dow surged 1000 points, while the S&P 500 and NASDAQ reached new all-time highs, marking the fastest recovery from a near-correction since 1990 - rebounding in just 11 days. As geopolitical tensions ease, oil futures plummeted over 10%, offering long-awaited relief at the pump. With the US 10-year yield dropping to 4.234%, staying the course is showing to be effective through market declines.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management.

For more information: https://www.siftinvesting.com/ YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4 Newsletter: https://siftstack.beehiiv.com/ Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>51446501-24ab-4007-90b2-07d55e4d3162Fri, 17 Apr 2026 12:30:00 -040002:46falsefull2424Stock Review of Intel & Strait of Hormuz Blockade: TWSS 23 – 4.13.2026Stock Review of Intel & Strait of Hormuz Blockade: TWSS 23 – 4.13.2026Episode 23 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The bulls are back! On The Weekly Sift Stack, the S&P 500 reclaims green territory as markets price in a contained Iran conflict despite a new U.S. blockade. Intel steals the spotlight with a 58% monthly surge, driven by a Google partnership and Elon Musk’s $25B "Terafab" project - a facility aiming for 6% of global power capacity. We break down the U.S. government’s 218% ROI on $INTC and why Intel’s domestic manufacturing is the ultimate AI bottleneck. Plus, we celebrate Rory McIlroy’s Masters victory and discuss Chase’s $3,600 switching promos. Stay savvy, Sifters!

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

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Newsletter: https://siftstack.beehiiv.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 23 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The bulls are back! On The Weekly Sift Stack, the S&P 500 reclaims green territory as markets price in a contained Iran conflict despite a new U.S. blockade. Intel steals the spotlight with a 58% monthly surge, driven by a Google partnership and Elon Musk’s $25B "Terafab" project - a facility aiming for 6% of global power capacity. We break down the U.S. government’s 218% ROI on $INTC and why Intel’s domestic manufacturing is the ultimate AI bottleneck. Plus, we celebrate Rory McIlroy’s Masters victory and discuss Chase’s $3,600 switching promos. Stay savvy, Sifters!

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>dfe4a853-3684-480e-9068-c58bb760f313Wed, 15 Apr 2026 12:30:00 -040017:14falsefull2323Artemis II Back to The Moon, Lululemon Stock Review, & Iran War Updates: TWSS 22 – 4.6.2026Artemis II Back to The Moon, Lululemon Stock Review, & Iran War Updates: TWSS 22 – 4.6.2026Episode 22 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Lululemon is currently facing a retail paradox. Despite record revenue, shares have retreated to 2019 levels as North American growth stalls and the search for a permanent CEO continues. At an 11.72 P/E, is LULU a value play or a fading trend? In geopolitics, a two-week truce in the Middle East has sparked a market rally, with strikes paused contingent on the Strait of Hormuz remaining open. Finally, NASA’s Artemis II is officially orbiting the moon, marking humanity's return to lunar space after 50 years.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 22 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Lululemon is currently facing a retail paradox. Despite record revenue, shares have retreated to 2019 levels as North American growth stalls and the search for a permanent CEO continues. At an 11.72 P/E, is LULU a value play or a fading trend? In geopolitics, a two-week truce in the Middle East has sparked a market rally, with strikes paused contingent on the Strait of Hormuz remaining open. Finally, NASA’s Artemis II is officially orbiting the moon, marking humanity's return to lunar space after 50 years.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>505ca9f3-4626-4de8-9f67-fe4d2e000d43Wed, 08 Apr 2026 12:30:00 -040021:58falsefull2222Is Meta a Drug? U.S. Weighs land Invasion of Iran & Fed Eyes Inflation: TWSS 21 - 3.30.2026Is Meta a Drug? U.S. Weighs land Invasion of Iran & Fed Eyes Inflation: TWSS 21 - 3.30.2026Episode 21 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Meta is struggling after a major ruling on social media addiction sent shares down. While current fines are small, the threat of more lawsuits and new rules still looms. At the same time, the Pentagon plans potential ground missions targeting Iran’s Kharg Island oil hub. Amidst the chaos, Fed Chair Jerome Powell stays calm about inflation despite rising gas prices.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

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]]>Episode 21 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Meta is struggling after a major ruling on social media addiction sent shares down. While current fines are small, the threat of more lawsuits and new rules still looms. At the same time, the Pentagon plans potential ground missions targeting Iran’s Kharg Island oil hub. Amidst the chaos, Fed Chair Jerome Powell stays calm about inflation despite rising gas prices.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

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]]>4f8acd18-c9c1-479f-b3ed-0248d52557c1Wed, 01 Apr 2026 12:30:00 -040025:12falsefull2121The 1st $1T Bank? JPMorgan Chase, Calming Oil & The Proposed 5 Day Cease Fire: TWSS 20 - 3.23.2026The 1st $1T Bank? JPMorgan Chase, Calming Oil & The Proposed 5 Day Cease Fire: TWSS 20 - 3.23.2026Episode 20 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. A proposed five-day ceasefire temporarily sent oil below $90, though global energy shortages are forcing some nations into four-day work weeks & remote work. Meanwhile, mortgage rates continue to rise. JPMorgan Chase is the "stock of the week," nearing a $1 trillion valuation with significant cash reserves. Despite geopolitical tension, CJ and Tyler echo Jamie Dimon’s advice: "Some things never change - there will be another crisis, and its impact will be felt by the financial markets."

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 20 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. A proposed five-day ceasefire temporarily sent oil below $90, though global energy shortages are forcing some nations into four-day work weeks & remote work. Meanwhile, mortgage rates continue to rise. JPMorgan Chase is the "stock of the week," nearing a $1 trillion valuation with significant cash reserves. Despite geopolitical tension, CJ and Tyler echo Jamie Dimon’s advice: "Some things never change - there will be another crisis, and its impact will be felt by the financial markets."

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>a831e8c8-2d71-479c-ab81-d854cb2dccc8Wed, 25 Mar 2026 12:30:00 -040019:14falsefull2020Is Uber Future-Proof? AV's, NVIDIA Partnerships, & The Strait of Hormuz Crisis: TWSS 19 - 3.17.2026Is Uber Future-Proof? AV's, NVIDIA Partnerships, & The Strait of Hormuz Crisis: TWSS 19 - 3.17.2026Episode 19 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Market volatility remains the name of the game as we hit the third week of the War in Iran. While crude oil has retreated from its $98 highs, the U.S. Dollar continues to flex its muscles, creating a complex backdrop for the Fed and bond markets alike. In this episode, we break down why the S&P 500 is showing resilience, the worsening crisis in Cuba, and a deep dive into our Stock of The Week, Uber.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 19 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Market volatility remains the name of the game as we hit the third week of the War in Iran. While crude oil has retreated from its $98 highs, the U.S. Dollar continues to flex its muscles, creating a complex backdrop for the Fed and bond markets alike. In this episode, we break down why the S&P 500 is showing resilience, the worsening crisis in Cuba, and a deep dive into our Stock of The Week, Uber.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>d9bfde4a-2e5f-4d6f-a823-d497c3f7c3e7Wed, 18 Mar 2026 12:30:00 -040018:43falsefull1919Iran War Updates, Oil, & Adobe’s AI challenge: TWSS 18 – 3.9.2026Iran War Updates, Oil, & Adobe’s AI challenge: TWSS 18 – 3.9.2026Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector highlights the record-breaking 35% weekly spike in oil prices following the closure of the Strait of Hormuz. Finally, the hosts examine the software sector's struggles, specifically focusing on Adobe’s recent "narrow moat" downgrade and the mounting competitive pressure from AI-driven alternatives.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector highlights the record-breaking 35% weekly spike in oil prices following the closure of the Strait of Hormuz. Finally, the hosts examine the software sector's struggles, specifically focusing on Adobe’s recent "narrow moat" downgrade and the mounting competitive pressure from AI-driven alternatives.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>6ba5d86f-dcaf-4f2c-b825-6667c948b8b7Wed, 11 Mar 2026 19:00:00 -040033:43falsefull1818Operation Epic Fury - Iran Conflict Updates & Market Volatility: TWSS 17 – 3.2.2026Operation Epic Fury - Iran Conflict Updates & Market Volatility: TWSS 17 – 3.2.2026Episode 17 of The Weekly Sift Stack: CJ Gettelfinger & Tyler Sherven break down the biggest stories moving markets. They detail the military strikes in the Middle East, the death of Ayatollah Khamenei, and the resulting economic fallout. Oil prices have jumped, while the travel and cruise sectors are falling. Beyond the conflict, the guys analyze the Paramount and Warner Bros merger, Intuit’s strong earnings report, and the ethical concerns surrounding war-betting markets.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>Episode 17 of The Weekly Sift Stack: CJ Gettelfinger & Tyler Sherven break down the biggest stories moving markets. They detail the military strikes in the Middle East, the death of Ayatollah Khamenei, and the resulting economic fallout. Oil prices have jumped, while the travel and cruise sectors are falling. Beyond the conflict, the guys analyze the Paramount and Warner Bros merger, Intuit’s strong earnings report, and the ethical concerns surrounding war-betting markets.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>90c8534b-de6c-4216-8644-5000578b2baeWed, 04 Mar 2026 17:30:00 -040024:16falsefull1717USA Hockey Sweeps For Gold & The S&P 500’s Deepest Diver in 26 – Intuit ($INTU): TWSS 16 – 2.23.2026USA Hockey Sweeps For Gold & The S&P 500’s Deepest Diver in 26 – Intuit ($INTU): TWSS 16 – 2.23.2026Episode 16 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. USA women’s and men’s hockey teams swept Canada for gold, the first for the men’s team since 1980’s Miracle On Ice. Intuit ($INTU) is currently the S&P 500’s deepest diver, declining 37% YTD as of market open 2/27/2026 the software sector faces a brutal 2026 reset. Despite owning powerhouses like TurboTax and QuickBooks, Intuit is caught between AI disruption fears and a cooling job market. With unemployment rising and "SaaS fatigue" setting in, its P/E ratio has fallen below 26. However, with a wide economic moat and massive potential for AI-driven margin expansion, this week’s earnings are a critical turning point. Could Intuit be a value trap or 2026's biggest turnaround story?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>Episode 16 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. USA women’s and men’s hockey teams swept Canada for gold, the first for the men’s team since 1980’s Miracle On Ice. Intuit ($INTU) is currently the S&P 500’s deepest diver, declining 37% YTD as of market open 2/27/2026 the software sector faces a brutal 2026 reset. Despite owning powerhouses like TurboTax and QuickBooks, Intuit is caught between AI disruption fears and a cooling job market. With unemployment rising and "SaaS fatigue" setting in, its P/E ratio has fallen below 26. However, with a wide economic moat and massive potential for AI-driven margin expansion, this week’s earnings are a critical turning point. Could Intuit be a value trap or 2026's biggest turnaround story?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>305f5c9b-de1c-4f7c-ae1a-916c197fdabfFri, 27 Feb 2026 18:15:00 -040025:29falsefull1616Is Walmart worth $1 Trillion? WMT & AMZN Earnings plus a Streaming Wars Update : TWSS 15 – 2.17.2026Is Walmart worth $1 Trillion? WMT & AMZN Earnings plus a Streaming Wars Update : TWSS 15 – 2.17.2026Episode 15 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Our "Stock of the Week" is Walmart (WMT), reporting earnings February 19th. After losing the revenue crown to Amazon (AMZN), can the $1 trillion retail giant bounce back? We’re watching their margins and grocery dominance closely. Meanwhile, streaming drama intensifies: Netflix (NFLX) gave Warner Bros. Discovery (WBD) a seven-day "hall pass" to entertain a bid from Paramount (PSKY). Finally, Anheuser-Busch (BUD) is celebrating a 25% YTD gain and a major debt milestone.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 15 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Our "Stock of the Week" is Walmart (WMT), reporting earnings February 19th. After losing the revenue crown to Amazon (AMZN), can the $1 trillion retail giant bounce back? We’re watching their margins and grocery dominance closely. Meanwhile, streaming drama intensifies: Netflix (NFLX) gave Warner Bros. Discovery (WBD) a seven-day "hall pass" to entertain a bid from Paramount (PSKY). Finally, Anheuser-Busch (BUD) is celebrating a 25% YTD gain and a major debt milestone.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>66e2ec6c-2b83-4dd4-b4c3-b20ab080f106Wed, 18 Feb 2026 17:00:00 -040029:06falsefull1515Love, Losses, & Logistics - Super Bowl, Bad Bunny, & BUD Earnings Preview: TWSS 14 – 2.9.2026Love, Losses, & Logistics - Super Bowl, Bad Bunny, & BUD Earnings Preview: TWSS 14 – 2.9.2026Episode 14 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team welcomes CJ back from his wedding in Puerto Rico and honeymoon in Vietnam. The crew recaps the Super Bowl, praising the Seahawks' win and Bad Bunny’s halftime show. They dive into Anheuser-Busch's 19% YTD climb to preview earnings this Thursday despite high debt and analyze Amazon’s record-breaking $700B revenue from their recent earnings call.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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]]>Episode 14 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team welcomes CJ back from his wedding in Puerto Rico and honeymoon in Vietnam. The crew recaps the Super Bowl, praising the Seahawks' win and Bad Bunny’s halftime show. They dive into Anheuser-Busch's 19% YTD climb to preview earnings this Thursday despite high debt and analyze Amazon’s record-breaking $700B revenue from their recent earnings call.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>1d03d60f-22cb-4c68-a74c-43a25e15baf9Wed, 11 Feb 2026 00:00:00 -040031:18falsefull1414Amazon Earnings Preview – AWS, AI, & Why it’s lagging the S&P 500: TWSS 13 – 1.30.2026Amazon Earnings Preview – AWS, AI, & Why it’s lagging the S&P 500: TWSS 13 – 1.30.2026Episode 13 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. We discuss Amazon’s core business models, why it’s currently lagging behind the market, and the big 3 things you need to watch for this week’s earnings on 2/5/2026. Plus, we recap Apple’s record-breaking quarter and what it means for the broader tech sector.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

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]]>Episode 13 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. We discuss Amazon’s core business models, why it’s currently lagging behind the market, and the big 3 things you need to watch for this week’s earnings on 2/5/2026. Plus, we recap Apple’s record-breaking quarter and what it means for the broader tech sector.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>c0d65cd8-e8ac-4aa4-8d80-633404519475Wed, 04 Feb 2026 12:30:00 -040026:59falsefull1313Apple Earnings Preview - The Gemini AI Pivot & A Potential Govt Shutdown: TWSS 12 – 1.26.2026Apple Earnings Preview - The Gemini AI Pivot & A Potential Govt Shutdown: TWSS 12 – 1.26.2026Episode 12 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. Apple reports earnings this Thursday. We are analyzing why AAPL is the “oddball” of the Magnificent 7 and if the new Google Gemini AI partnership can finally spark growth. We break down iPhone 17 sales, the China recovery, and Apple’s shift to services. Plus - critical updates on the Fed and the potential government shutdown.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 12 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. Apple reports earnings this Thursday. We are analyzing why AAPL is the “oddball” of the Magnificent 7 and if the new Google Gemini AI partnership can finally spark growth. We break down iPhone 17 sales, the China recovery, and Apple’s shift to services. Plus - critical updates on the Fed and the potential government shutdown.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>af2ec5de-1db4-413c-8f94-1f7c11325685Wed, 28 Jan 2026 13:00:00 -040032:40falsefull1212The Changing World Order - Intel, Netflix, & The Davos Panic: TWSS 11 – 1.20.2026The Changing World Order - Intel, Netflix, & The Davos Panic: TWSS 11 – 1.20.2026Episode 11 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The S&P 500 is reeling as a perfect storm of geopolitical tension hits the markets. From trade wars over Greenland to Netflix’s $82.7B play for Warner Bros., the global order is shifting. In this video, we break down the declining US Dollar, the surge in Gold, and Intel’s high-stakes quest for the greatest comeback in tech history.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 11 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The S&P 500 is reeling as a perfect storm of geopolitical tension hits the markets. From trade wars over Greenland to Netflix’s $82.7B play for Warner Bros., the global order is shifting. In this video, we break down the declining US Dollar, the surge in Gold, and Intel’s high-stakes quest for the greatest comeback in tech history.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>130d460b-942f-4269-9d6d-b17c83fe7a16Wed, 21 Jan 2026 12:30:00 -040015:40falsefull1111Rotation, Regulation, & Risk – Markets Find Their Footing to Start 2026: TWSS 10 – 1.12.2026Rotation, Regulation, & Risk – Markets Find Their Footing to Start 2026: TWSS 10 – 1.12.2026Episode 10 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets started the year strong, as we started to see rotation away from mega-cap tech into small-cap stocks. Capital One (COF) is the stock of the week, though political pressure on credit card rates clouds bank earnings. Meanwhile Fed-White House tensions, rising gold, a post-Maduro Venezuelan market surge, and a Paramount-WB battle add volatility.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4Newsletter: https://siftstack.beehiiv.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 10 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets started the year strong, as we started to see rotation away from mega-cap tech into small-cap stocks. Capital One (COF) is the stock of the week, though political pressure on credit card rates clouds bank earnings. Meanwhile Fed-White House tensions, rising gold, a post-Maduro Venezuelan market surge, and a Paramount-WB battle add volatility.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4Newsletter: https://siftstack.beehiiv.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>e7f28825-b63a-4e8c-995a-ca5935d3db74Wed, 14 Jan 2026 12:45:00 -040026:56falsefull1010Shockwaves & Signals - Venezuela, Markets, & What Comes Next in 2026: TWSS 9 – 1.5.2026Shockwaves & Signals - Venezuela, Markets, & What Comes Next in 2026: TWSS 9 – 1.5.2026Episode 9 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The U.S. military’s seizure of Venezuelan leader Nicolas Maduro sent shockwaves through geopolitics and global markets. We discuss the immediate fallout, the energy implications, and what it means for investors. Then we turn to 2026, Wall Street’s S&P 500 targets, our S&P 500 targets, and a look back at how the Sift Stack indexes performed over the past year, with gold shining as the top performer and the U.S. dollar finishing last.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5q6bbr2...

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 9 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The U.S. military’s seizure of Venezuelan leader Nicolas Maduro sent shockwaves through geopolitics and global markets. We discuss the immediate fallout, the energy implications, and what it means for investors. Then we turn to 2026, Wall Street’s S&P 500 targets, our S&P 500 targets, and a look back at how the Sift Stack indexes performed over the past year, with gold shining as the top performer and the U.S. dollar finishing last.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5q6bbr2...

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>25e88216-7eef-4277-b814-0f0f4e73c3a0Wed, 07 Jan 2026 12:15:00 -040023:13falsefull99The Trillion Dollar Christmas - How Consumer Spending Is Reshaping Markets: TWSS 8 - 12.22.2025The Trillion Dollar Christmas - How Consumer Spending Is Reshaping Markets: TWSS 8 - 12.22.2025Episode 8 of The Weekly Sift Stack: CJ Gettelfinger and Lucas Nulsen explore why value brands like Walmart, TJ Maxx, Dollar Tree, McDonald’s, and Ulta are winning, while Nike, Lululemon, Target, and Chipotle struggle amid inflation. Then a further deep dive into how holiday spending is reshaping markets, with Christmas outlays averaging about $1,000 per household and 2025 totals projected to exceed $1 trillion. Lastly, a talk about early sector rotation and the steady strength of finance stocks.

]]>Episode 8 of The Weekly Sift Stack: CJ Gettelfinger and Lucas Nulsen explore why value brands like Walmart, TJ Maxx, Dollar Tree, McDonald’s, and Ulta are winning, while Nike, Lululemon, Target, and Chipotle struggle amid inflation. Then a further deep dive into how holiday spending is reshaping markets, with Christmas outlays averaging about $1,000 per household and 2025 totals projected to exceed $1 trillion. Lastly, a talk about early sector rotation and the steady strength of finance stocks.

]]>e7f0c5b7-e91f-4d29-ad25-fca00fe976d0Wed, 24 Dec 2025 12:30:00 -040017:25falsefull88Taiwan Semiconductor (TSM) – Powering the World’s AI Infrastructure, The Architects of AI, a Consumer Robotics Collapse, & the Battle of the Two Kevins: TWSS 7 - 12.15.2025Taiwan Semiconductor (TSM) – Powering the World’s AI Infrastructure, The Architects of AI, a Consumer Robotics Collapse, & the Battle of the Two Kevins: TWSS 7 - 12.15.2025Episode 7 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The spotlight is on Taiwan Semiconductor (TSM), a leader in the global chip supply powering AI giants like NVIDIA, Apple, and AMD. Beyond Chips, Time crowns the “Architects of AI,” iRobot (IRBT) files chapter 11 amid tariff pressure, and Fed succession chatter heats up with the Battle of the “two Kevins” leading the odds.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/


This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Episode 7 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The spotlight is on Taiwan Semiconductor (TSM), a leader in the global chip supply powering AI giants like NVIDIA, Apple, and AMD. Beyond Chips, Time crowns the “Architects of AI,” iRobot (IRBT) files chapter 11 amid tariff pressure, and Fed succession chatter heats up with the Battle of the “two Kevins” leading the odds.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/


This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>199e5254-d23a-4eb7-bffb-488c1216bf80Fri, 19 Dec 2025 10:00:00 -040021:13falsefull77Rate Cut Rumors, Netflix vs Paramount, & SOFI’s Big Move: TWSS 6 - 12.8.2025Rate Cut Rumors, Netflix vs Paramount, & SOFI’s Big Move: TWSS 6 - 12.8.2025Episode 6 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Yields ticked higher last week after the Fed’s favorite inflation gauge, the core PCE, came in softer than expected. Stepping away from the Mega Cap companies, we take a deep dive into fintech standout SOFI. Then we breakdown the week’s biggest headlines: Netflix (NFLX) and Paramount’s (PSKY) showdown for Warner Bros (WBD), McDonald’s (MCD) turning up the heat on “value”, and the rising odds of a Fed rate cut.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/


This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.


]]>Episode 6 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Yields ticked higher last week after the Fed’s favorite inflation gauge, the core PCE, came in softer than expected. Stepping away from the Mega Cap companies, we take a deep dive into fintech standout SOFI. Then we breakdown the week’s biggest headlines: Netflix (NFLX) and Paramount’s (PSKY) showdown for Warner Bros (WBD), McDonald’s (MCD) turning up the heat on “value”, and the rising odds of a Fed rate cut.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/


This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.


]]>5fcbfe47-ff6e-425e-ba9d-8133633c7a46Wed, 10 Dec 2025 19:15:00 -040024:10falsefull66Rallies, Retail, and Rate Cut Rumors: TWSS 5 - 12.1.2025Rallies, Retail, and Rate Cut Rumors: TWSS 5 - 12.1.2025Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The markets wrapped up November on solid footing. Last week, equities and bonds ticked higher as rate-cut expectations strengthened, with CME FedWatch pricing an 88% chance of a December cut. Bitcoin (BTC) slipped again after new warnings from China’s central bank, and markets now turn to the Fed’s final policy meeting of 2025.

This week’s stock for review is Amazon (AMZN), which continues reinforcing its wide moat across e-commerce, AWS, advertising, and AI. With capex set to grow past $150 billion and another $50 billion earmarked for government-cloud expansion, Amazon is investing aggressively to stay ahead. In Weekly Insights, online Black Friday sales hit record highs, Zootopia 2 and Wicked: For Good delivered a huge box-office weekend, and President Trump confirmed he has picked the next Fed Chair, though he’s keeping the name under wraps as December’s rate decision approaches.

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The markets wrapped up November on solid footing. Last week, equities and bonds ticked higher as rate-cut expectations strengthened, with CME FedWatch pricing an 88% chance of a December cut. Bitcoin (BTC) slipped again after new warnings from China’s central bank, and markets now turn to the Fed’s final policy meeting of 2025.

This week’s stock for review is Amazon (AMZN), which continues reinforcing its wide moat across e-commerce, AWS, advertising, and AI. With capex set to grow past $150 billion and another $50 billion earmarked for government-cloud expansion, Amazon is investing aggressively to stay ahead. In Weekly Insights, online Black Friday sales hit record highs, Zootopia 2 and Wicked: For Good delivered a huge box-office weekend, and President Trump confirmed he has picked the next Fed Chair, though he’s keeping the name under wraps as December’s rate decision approaches.

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

]]>b1631162-cc58-4cbc-9018-5575f187c986Thu, 04 Dec 2025 08:45:00 -040023:14falsefull55Oracle’s Big Bet, Bitcoin’s Big Drop, & Wicked’s Big Weekend: TWSS 4 - 11.24.2025Oracle’s Big Bet, Bitcoin’s Big Drop, & Wicked’s Big Weekend: TWSS 4 - 11.24.2025Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets finally exhaled, with the S&P 500 and NASDAQ pulling back again, while Bitcoin took a full-on tumble. Investors are concerned with AI-bubble talk and Fed uncertainty. In today’s insights, NVIDIA (NVDA) keeps printing, Eli Lilly (LLY) joins the trillion-dollar club, Meta (META) faces new psychological-impact scrutiny, Wicked 2 revives the box office, and the Fed prepares for December without fresh inflation data.

Our Stock of the Week, Oracle (ORCL), is riding the AI wave with a stunning $455 billion in contracted revenue, which sent the stock soaring 40% in a single day. But to deliver on those promises, the company is taking on massive debt, potentially topping $150 billion this month and projected to hit $300 billion by 2028, making it the most indebted company in the world. Investors don’t seem to care (yet), betting that Oracle’s all-in push to build data-center capacity will transform the company into an AI powerhouse.

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets finally exhaled, with the S&P 500 and NASDAQ pulling back again, while Bitcoin took a full-on tumble. Investors are concerned with AI-bubble talk and Fed uncertainty. In today’s insights, NVIDIA (NVDA) keeps printing, Eli Lilly (LLY) joins the trillion-dollar club, Meta (META) faces new psychological-impact scrutiny, Wicked 2 revives the box office, and the Fed prepares for December without fresh inflation data.

Our Stock of the Week, Oracle (ORCL), is riding the AI wave with a stunning $455 billion in contracted revenue, which sent the stock soaring 40% in a single day. But to deliver on those promises, the company is taking on massive debt, potentially topping $150 billion this month and projected to hit $300 billion by 2028, making it the most indebted company in the world. Investors don’t seem to care (yet), betting that Oracle’s all-in push to build data-center capacity will transform the company into an AI powerhouse.

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>6ac654fd-ab9a-4bb9-bae9-0785a3ff28ffWed, 26 Nov 2025 04:00:00 -040031:30falsefull44Rate-Cut Jitters, AI’s Power Core, and the Last Penny Minted: TWSS 3 - 11.17.2025Rate-Cut Jitters, AI’s Power Core, and the Last Penny Minted: TWSS 3 - 11.17.2025Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Washington finally ended the longest shutdown in U.S. history, and the penny took its last bow after 233 years. Michael Burry says AI is the next bubble; JPMorgan says the boom is just beginning. The $2,000 tariff rebate is still just talk, needing laws (and limits) to be real. Rates nudged higher and Bitcoin dropped 6% in the past week as traders reacted to a more hawkish sounding Fed.

Our Stock of the Week, NVIDIA (NVDA), the power source of the AI boom, with GPUs that have become the core infrastructure for training and running large-scale models. With AI spending projected to top $2 trillion annually by 2030, NVIDIA’s moat spans both hardware and CUDA software, though major customers are increasingly building their own chips

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Washington finally ended the longest shutdown in U.S. history, and the penny took its last bow after 233 years. Michael Burry says AI is the next bubble; JPMorgan says the boom is just beginning. The $2,000 tariff rebate is still just talk, needing laws (and limits) to be real. Rates nudged higher and Bitcoin dropped 6% in the past week as traders reacted to a more hawkish sounding Fed.

Our Stock of the Week, NVIDIA (NVDA), the power source of the AI boom, with GPUs that have become the core infrastructure for training and running large-scale models. With AI spending projected to top $2 trillion annually by 2030, NVIDIA’s moat spans both hardware and CUDA software, though major customers are increasingly building their own chips

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>f95b6f2a-49e6-445d-bdca-1c7edeab6bf1Wed, 19 Nov 2025 12:00:00 -040026:07falsefull33The Longest Shutdown, The Biggest Ad Machine, and a $1T Paycheck: TWSS 2 - 11.10.2025The Longest Shutdown, The Biggest Ad Machine, and a $1T Paycheck: TWSS 2 - 11.10.2025Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, we officially hit the longest U.S. government shutdown in history, over 40 days, may finally be nearing its end. The standoff has disrupted data releases and pressured travel and aviation, while defensive sectors have held firm. In Corporate headlines, Elon Musk just secured a record-breaking $1 trillion pay package, marking yet another milestone in the business world’s week of extremes.

Our Stock of the Week, Meta (META), proved why the Zuck is the ad king with billions of daily users across Facebook, Instagram, WhatsApp, and Threads. A One-time $15.9 billion tax charge hit Q3 earnings, but underlying EPS still grew 8.9%, keeping Meta’s wide moat intact. With 98% of revenue from ads and $100B in AI investments planned for 2026, the company is betting big on its next phase of growth.

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, we officially hit the longest U.S. government shutdown in history, over 40 days, may finally be nearing its end. The standoff has disrupted data releases and pressured travel and aviation, while defensive sectors have held firm. In Corporate headlines, Elon Musk just secured a record-breaking $1 trillion pay package, marking yet another milestone in the business world’s week of extremes.

Our Stock of the Week, Meta (META), proved why the Zuck is the ad king with billions of daily users across Facebook, Instagram, WhatsApp, and Threads. A One-time $15.9 billion tax charge hit Q3 earnings, but underlying EPS still grew 8.9%, keeping Meta’s wide moat intact. With 98% of revenue from ads and $100B in AI investments planned for 2026, the company is betting big on its next phase of growth.

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>0a28efee-54f2-420c-afc4-27dfa5560bcbWed, 12 Nov 2025 19:15:00 -040023:03falsefull22Gold’s Pullback, Netflix’s Narrow Moat, and a U.S.–China Trade Truce: TWSS 1 - 11.3.2025Gold’s Pullback, Netflix’s Narrow Moat, and a U.S.–China Trade Truce: TWSS 1 - 11.3.2025Summary: Welcome to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, gold’s record-breaking run hits resistance as the U.S. dollar strengthens and trade tensions with China ease. Inflation cooled more than expected in September, boosting investor confidence and sending the Dow soaring past 47,000 for the first time.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>Summary: Welcome to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, gold’s record-breaking run hits resistance as the U.S. dollar strengthens and trade tensions with China ease. Inflation cooled more than expected in September, boosting investor confidence and sending the Dow soaring past 47,000 for the first time.

✉️Tyler Sherven tsherven@seedpg.com


✉️ CJ Gettelfinger cjgettelfinger@seedpg.com


Visit siftinvesting.com for more information!

]]>8c5a81f3-3b93-4a28-b91f-748064254becWed, 05 Nov 2025 12:00:00 -040017:21falsefull11