Stock Club

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Aug 2026

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Welcome to the Stock Club podcast, where we bring you weekly episodes on the most significant changes in the world of investing. Delve into the inner workings of investing, stock news and strategies, all geared towards helping you become a better investor. Join the MyWallSt team, as they sit down to share the latest investing stories. If you want to stay ahead in the game, this podcast is for you.

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September 3, 202642 min

Ireland's New Investment Tax Scheme Explained & An AI Pick from Investicon

Emmet and Mike recap Investicon 2026, MyWallSt's investor event in Dublin, and unpack two of the biggest ideas to come out of it. First, they break down a major shift coming for Irish investors around deemed disposal tax and long term investment savings, and why the current eight year exit tax rule has frustrated everyday investors for years. Then they dig into 24/7 Wall Street's Eric Bleeker's AI infrastructure thesis from the event stage. Bleeker argues that the next phase of the AI boom will be defined by bottlenecks rather than headline chip releases, specifically networking and electricity constraints inside data centers. He unveils Vicor (NASDAQ: VICR), a company building vertical power delivery modules designed to move power conversion physically closer to AI processors, addressing the same kind of proximity problem that made high bandwidth memory and optics into massive markets. They also break down what a token actually is in plain English and why token usage is becoming the real cost driver behind AI services like Claude and ChatGPT. #MyWallSt #StockClub #Vicor #VICR #AIStocks #Investicon #ArtificialIntelligence #DataCenters #StockMarket #InvestingIreland Stocks Mentioned: Vicor Corporation (NASDAQ:VICR) At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

August 27, 202648 min

Moderna's Cancer Vaccine Breakthrough & Why Uber Could Win the Robotaxi War

Moderna (NASDAQ:MRNA) is back in the headlines after phase three success for what's being called a cancer vaccine, built on the same mRNA technology that powered its Covid vaccine. We discuss just how significant it is that this treatment has gotten this far in trials, why the pandemic accelerated mRNA research faster than anyone expected, and why the commercial realities of personalized medicine, similar to the challenges facing CRISPR Therapeutics (NASDAQ:CRSP) and Vertex Pharmaceuticals (NASDAQ:VRTX) with their multi million dollar sickle cell treatment, could complicate scalability even if the science works. We make the case for why investing in a company trying to cure previously unsolvable diseases is worth serious consideration for stock investors, even beyond the pure economics, and why crossing a scientific milestone like this can open the floodgates for the rest of the biotech industry. Then we shift to Uber (NYSE:UBER) and the case for why the robotaxi race may not be as simple as Waymo good, Uber bad. Rather than spending billions building its own autonomous vehicle fleet, Uber is positioning itself as the aggregator that Waymo, Zoox, Baidu and a growing list of AV players plug into. We break down CEO Dara Khosrowshahi's argument that the highest utilization operator will have the lowest cost of capital, and count the wave of robotaxi partnerships announced over just the last four months. We close out on why this is not a simple binary bet, how Uber's ride hailing and delivery business has quietly become far more profitable in recent years, and why autonomous driving commoditization could actually favor Uber's asset light model as the technology scales globally. Stocks mentioned: Moderna Inc (NASDAQ:MRNA) CRISPR Therapeutics AG (NASDAQ:CRSP) Vertex Pharmaceuticals Inc (NASDAQ:VRTX) Uber Technologies Inc (NYSE:UBER) Alphabet Inc / Waymo (NASDAQ:GOOGL) Tesla Inc (NASDAQ:TSLA) Amazon.com Inc / Zoox (NASDAQ:AMZN) Lyft Inc (NASDAQ:LYFT) #StockClub #MyWallst #ModernaStock #UberStock #CancerVaccine #RobotaxiStocks #StocksToBuy

August 20, 202650 min

Motley Fool Co-Founder David Gardner's Top 10 Stock Picks, One Is Up 138,000% | Stock Club 325

Ahead of Investicon, we run through Motley Fool co-founder David Gardner's ten greatest stock recommendations of all time, a league table that includes Tesla (NASDAQ:TSLA), Netflix (NASDAQ:NFLX), Booking Holdings (NASDAQ:BKNG), Amazon (NASDAQ:AMZN) and Nvidia (NASDAQ:NVDA), his best call by the widest margin. We dig into why he picked each of these growth stocks, what the market looked like at the time, and how a philosophy built for the long term turned early conviction into some of the best investment returns in stock picking history.From backing Nvidia in 2004 on a thesis about graphics demand long before anyone was talking about artificial intelligence, to spotting Booking.com's turnaround story when it was still known as Priceline, we break down the recipe behind these picks and what today's investors can actually learn and apply to finding the best stocks to buy now. We also cover why staying invested through years of drawdowns, rather than selling, was just as important to these results as the original stock picks themselves.Investicon is happening Thursday August 27th in Dublin, featuring David Gardner live alongside Bill Mann, Pieter Slegers of Compounding Quality and Eric Bleeker. Email Brian@mywallst.com for a shot at one of this week's discount codes, or head to investicon.ie for tickets and details.Stocks mentioned:Tesla Inc (NASDAQ:TSLA)Netflix Inc (NASDAQ:NFLX)Booking Holdings (NASDAQ:BKNG)Amazon.com Inc (NASDAQ:AMZN)Nvidia Corporation (NASDAQ:NVDA)Microsoft Corporation (NASDAQ:MSFT)#StockClub #MyWallst #StocksToBuy #GrowthStocks #InvestingPodcast #NvidiaStock #InvesticonAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

August 13, 2026Episode 32437 min

Chapters Group: Europe's Mini Constellation Software With Compounding Quality's Pieter Slegers

Stock Club Episode 324 This week on Stock Club, we're joined by Pieter Slegers of Compounding Quality, one of the biggest names to come out of the Substack investing world. Pieter breaks down why Chapters Group AG (Frankfurt:CHG) has become one of his highest conviction Tiny Titans picks, including the story of driving seven hours to meet the CEO in person and what he learned from comparing the company to Constellation Software (TSX:CSU). We also dig into Pieter's quality investing framework, his biggest lessons from mistakes of omission like Lotus Bakeries (Euronext:LOTB), and the daily routine that keeps him disciplined as an investor. Pieter will be joining us on stage at Investicon on Thursday, August 27th at the Market Bar in Dublin, alongside Bill Mann, Eric Bleeker, Simon Zebo, David Gardner, and Robert Johnson. For ticket inquiries, email Brian@MyWallSt. Learn more and get your tickets at https://www.investicon.ie/ #MyWallSt #StockClub #Investicon #CompoundingQuality #QualityInvesting #TinyTitans #StockMarket #Investing At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

August 6, 2026Episode 32337 min

Ouster & Schaeffler: Two More Investicon Stock Picks, One Year Later | Stock Club 323

Stock Club 323We're revisiting two more stocks pitched at last year's Investicon to see how they've performed, and one of them has been on an incredible run. Ouster (NASDAQ:OUST), the San Francisco lidar sensor maker, is up roughly 90% since it was first flagged, with gross margins climbing from around 10% to 43% and a 13th straight quarter of growth. We break down the Department of Defense certification, the expanded manufacturing partnership, and why Q2 2026 earnings on August 6th could be the next big catalyst for this AI and robotics stock.We also check in on Schaeffler (ETR:SHA0), a 100 plus year old German industrial giant paying a 4.2% dividend yield, and why old world manufacturing businesses like this are becoming unexpectedly future relevant as the world builds out robotics and automation. Along the way we talk lidar technology, dividend stocks, and how to think about investing in AI adjacent industrial names.Finally, we've got a big announcement for our Investicon event on August 27th, just three weeks away, featuring Motley Fool co-founder David Gardner, Bill Mann, Eric Bleeker, Peter Slager of Compounding Quality, and more. Email Brian@MyWallSt.com if you want a shot at one of this week's early bird discount tickets, or head to investicon.ie for more details.Stocks mentioned:Ouster Inc (NASDAQ:OUST)Schaeffler AG (ETR:SHA0) /U.S. OTC (Ordinary/Common): SCAFFBenchmark Electronics (NYSE:BHE)Tesla (NASDAQ:TSLA)Luminar Technologies (NASDAQ:LAZR)Hugo Boss (ETR:BOSS)Porsche AG (ETR:P911)Philip Morris International (NYSE:PM)Diageo (LSE:DGE)#StockClub #MyWallst #LidarStocks #DividendStocks #StocksToBuy #InvestingPodcast #AIStocksAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

July 30, 202641 min

Two Overlooked AI Stocks Worth Knowing About

Cloudflare (NYSE:NET) is up 30% in the last year and powers an estimated 20% of the most valuable sites on the internet, but is it actually worth 300 times cash flow? This week we do a deep dive on one of the most complex and consistently expensive stocks in the market, breaking down how Cloudflare's edge network acts as the tollbooth of the modern internet, filtering cyber attacks, optimizing performance, and now positioning itself as the infrastructure layer for AI agents. We also break down Vertiv Holdings (NYSE:VRT), the data center infrastructure specialist sitting on a backlog so large its employees are booked out for the next decade. The demand is undeniable for the next 2 to 3 years but is the AI infrastructure buildout heading for a fiber bubble-style correction, or is this the foundational chapter of a generational infrastructure player? Stocks & Companies Mentioned: Cloudflare (NYSE:NET) Vertiv Holdings (NYSE:VRT) CrowdStrike (NASDAQ:CRWD) Microsoft (NASDAQ:MSFT) Amazon/AWS (NASDAQ:AMZN) Alphabet/Google Cloud (NASDAQ:GOOGL) SpaceX (NASDAQ:SPCX) At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

July 23, 2026Episode 32139 min

How PayPal Went from Wall Street Darling to Unwilling Takeover Target

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years. Stock Club Episode 321 PayPal was once worth $360 billion. This week Stripe and private equity firm Advent International put in a joint bid of $53 billion to take it private, a 90% drop from its all time high. We break down how PayPal built the original railroad of the internet, why it sat still while the world moved around it, and what Stripe's move tells us about where the payments industry is heading next. Plus: a Chinese AI model is now claiming to outperform the American giants and what the US government is likely to do about it. SpaceX's lockup period and what investors should do right now. Prophet rebalanced last Friday selling four stocks including Howmet Aerospace (NYSE:HWM) for a 130% gain, and adding four new ones including Moog Inc (NYSE:MOG.A). Investicon is coming to Dublin on August 27th, the greatest concentration of legendary investors anywhere in the world. Email brian@mywallst.com for tickets and discount codes. Stocks & Companies Mentioned PayPal (NASDAQ:PYPL) Stripe: Private Advent International : Private equity Block (NYSE:SQ) SpaceX (Nasdaq: SPCX) Howmet Aerospace (NYSE:HWM) Moog Inc (NYSE:MOG.A) Emcor Group (NYSE:EME) Powell Industries (NASDAQ:POWL) Invedere: Private Global Payments (NYSE:GPN) Worldpay: Private Nuvei (NASDAQ:NVEI) Payoneer (NASDAQ:PAYO) Mastercard (NYSE:MA) Revolut: Private Affirm (NASDAQ:AFRM) Palantir (NASDAQ:PLTR) Tesla (NASDAQ:TSLA) LinkedIn — private (Microsoft owned) AI Models Referenced: OpenAI Anthropic Kimi (Moonshot AI) Links Mentioned: Investicon Dublin (Aug 27): email brian@mywallst.com or visit investorcon.ie Get Prophet deal: email Frank@mywallst.com

July 16, 2026Episode 32050 min

One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 320 Ten of the biggest medical device companies in the world are down between 5% and 54% year to date and it has almost nothing to do with their underlying businesses. Abbott Labs (NYSE:ABT), Intuitive Surgical (NASDAQ:ISRG), Boston Scientific (NYSE:BSX), Stryker (NYSE:SYK), Medtronic (NYSE:MDT) and more are all suffering from the same thing: money rotating out of quality businesses and into the AI infrastructure trade. We break down why this is happening, which companies look most interesting at current valuations, and whether this is a genuine long term buying opportunity or a value trap. Plus: small modular reactors and the nuclear energy stocks being backed by Google, Amazon and Microsoft to power the AI data center buildout including the one pick and shovels play that could underpin the entire industry. Investicon is coming to Dublin on August 27th — email brian@mywallst.com for tickets and early bird codes. Stocks & Companies Mentioned Medical Devices: Abbott Laboratories (NYSE:ABT) Intuitive Surgical (NASDAQ:ISRG) Stryker (NYSE:SYK) Medtronic (NYSE:MDT) Boston Scientific (NYSE:BSX) Edwards Lifesciences (NYSE:EW) Becton Dickinson (NYSE:BDX) Alcon (NYSE:ALC) ResMed (NYSE:RMD) Dexcom (NASDAQ:DXCM) Nuclear / SMR: NuScale Power (NYSE:SMR) Nano Nuclear Energy (NASDAQ:NNE) Centrus Energy (NYSE:LEU) Constellation Energy (NASDAQ:CEG) Vistra (NYSE:VST) Referenced: SK Hynix (KRX:000660) Microsoft (NASDAQ:MSFT) Google/Alphabet (NASDAQ:GOOGL) Amazon (NASDAQ:AMZN) Meta (NASDAQ:META)

July 9, 2026Episode 31947 min

The Stocks Quietly Beating Nvidia in 2026 | Stock Club 319

Investicon is coming to Dublin on August 27th, info and tickets at https://www.investicon.ie/ or email brian@mywallst.com for tickets and early bird codes.Subscribe to Prophet: UseProphet.com or email Frank@mywallst.comAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 319The Magnificent Seven dominated markets for years but in the first half of 2026, the rest of the S&P 500 is up over 14% while the Mag 7 is up just 2%. So what's actually winning? Memory and storage. SanDisk (NASDAQ:SNDK) is up 717%, Micron (NASDAQ:MU) 274%, Western Digital (NASDAQ:WDC) 245% and every single one of them is completely sold out. Their clients aren't negotiating price, they're negotiating how much they're even allowed to buy.We break down the top 10 best and 10 worst performing S&P 500 stocks of 2026 so far, why AI infrastructure is the only game in town, and what the collapse of consulting giants and software stocks tells us about where the market is headed next.Stocks & Companies MentionedTop Performers:SanDisk (NASDAQ:SNDK)Micron Technology (NASDAQ:MU)Western Digital (NASDAQ:WDC)Intel (NASDAQ:INTC)Seagate Technology (NASDAQ:STX)Dell Technologies (NYSE:DELL)Marvell Technology (NASDAQ:MRVL)Applied Materials (NASDAQ:AMAT)Corning (NYSE:GLW)Flex (NASDAQ:FLEX)Worst Performers / Discussed:Microsoft (NASDAQ:MSFT)Meta (NASDAQ:META)Tesla (NASDAQ:TSLA)Amazon (NASDAQ:AMZN)Alphabet/Google (NASDAQ:GOOGL)Apple (NASDAQ:AAPL)Intuit/TurboTax (NASDAQ:INTU)CoStar Group (NASDAQ:CSGP)Boston Scientific (NYSE:BSX)ETFs Mentioned:Semiconductor ETF (NASDAQ:SMH)Software ETF (NASDAQ:IGV)#stockclub #mywallst #sandisk #micron #westerndigital #nvidia #magnificentseven #SP500 #semiconductors #AIstocks #techinvesting #investing #stockmarket #growthinvesting #Intel #memorystock #investicon #2026stocks

July 2, 2026Episode 31834 min

Bending Spoons: The Company Behind Vimeo, Evernote and AOL Is About to Go Public | Stock Club 318

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.An Italian tech company is about to go public and you've almost certainly used one of its products. Bending Spoons (IPO filing: July 2026) has quietly built a portfolio of over a billion registered users by acquiring beaten-down internet brands like Vimeo, Evernote, Eventbrite, AOL, WeTransfer, and StreamYard, then slashing costs by up to 90% and rebuilding them with AI. This week we break down their ruthless but fascinating business model, how they're applying AI to run a 500-person company managing billions of users, and whether this upcoming IPO is worth watching.We also check in on Following Prophet, MyWallSt's algorithmic stock portfolio up 45.5% in the last 12 months, 183.6% over five years, and 2,394% since inception in December 2009.Plus: Investicon is coming to Dublin on August 27th, featuring Motley Fool co-founder David Gardner as VIP guest. Tickets and early bird codes available: email brian@mywallst.com.Stocks & Companies Mentioned:Bending Spoons — IPO pendingVimeo (NASDAQ:VMEO)Eventbrite (NYSE:EB) acquired by Bending SpoonsPowell Industries (NASDAQ:POWL)MedPace Holdings (NASDAQ:MEDP)WESCO International (NYSE:WCC)Constellation Software (TSX:CSU)Ferrari (NYSE:RACE)Brunello Cucinelli (BIT:BC)AOL — private (owned by Bending Spoons)Evernote — private (owned by Bending Spoons)WeTransfer — private (owned by Bending Spoons)StreamYard — private (owned by Bending Spoons)Links Mentioned:Investicon: Dublin (Aug 27): Email Brian@mywallst.com for tickets Subscribe to Prophet: Email Frank@mywallst.com