Shopify’s ($SHOP) SMB Boom, Gold Miners Rally ($GDX), and OpenDoor’s ($OPEN) Big Miss

Описание: Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and Stocktwits Editor-in-Chief Tom Bruni. It’s a huge midweek rundown as the crew unpacks chaotic earnings from Supermicro, AMD, Oscar, Shopify, and more. From government red tape wrecking health insurers to DigitalOcean’s breakout moment and gold miners staging a stealth rally, this episode dives into the tension between short-term panic and long-term opportunity.

Here’s what went down:

🏥 Oscar & UNH Earnings: Insurance Gets Crushed
Oscar Health missed earnings and revenue, despite raising full-year guidance. Shay says the issue is red tape, not execution, the government is capping what they can earn for the same work. Tom points out that UNH and the broader healthcare ETF (IHF) are historically oversold, and long-term investors might be dollar-cost averaging into the pain.

💊 This Is Not Meta 2022
Shay slams lazy headlines comparing the health insurance slump to Meta’s 2022 pivot. Unlike Meta, these companies can't just “flip a switch” to improve margins. It’s a regulatory chokehold, not a management decision.

📉 Supermicro’s Fall From Grace
$SMCI dropped 15% after missing estimates and slashing guidance. Shay says the gross margin collapse proves it's now a commodity business, not a long-term AI play. Once a darling, now just a trade.

🤖 AMD’s Narrative Disconnect
$AMD beat revenue but missed earnings. Shay says the stock had run too hot and failed to back up its AI accelerator hype. The CPU business is doing well, but investors wanted confirmation that the MI350 is shipping at scale, and they didn’t get it.

🏡 OpenDoor Wipes Out 20%
$OPEN slashed guidance and flagged a brutal housing market. Tom says retail investors wanted reassurance from management and didn’t get it. Without a compelling narrative or video call presence, they may have lost the trust of their most loyal shareholders.

📉 Snapchat Is Still a Mess
$SNAP plunged again post-earnings. Shay calls it a piggy bank for Evan Spiegel, who holds all voting control. Despite strong engagement among Gen Z, monetization remains broken, and activists can’t even get a seat at the table.

🛍️ Shopify Rips 16% on SMB Strength
$SHOP delivered a beat and a bullish outlook, pointing to growth in AI-driven SMB launches. Shay says Shopify will be a key beneficiary of the coming wave of “agentic” AI businesses. Tom sees it as a best-in-breed catch-up trade, eyeing 2022 highs.

🌎 Global-E as a Hidden Winner
Shay highlights Global-E as a quiet cross-border Shopify partner that could benefit from the same trend. Currency handling, taxes, and complex logistics make it a behind-the-scenes picks-and-shovels play.

☁️ DigitalOcean Gets Re-Rated
$DOCN soared 30% after earnings. Shay calls it his highest-conviction SMB cloud play and says it’s the most misunderstood AI beneficiary in the space. A new developer-first CEO, AI-tailwinds, and undervalued metrics put it in re-rate territory.

🔁 AI Infrastructure: Astera Labs Pops
$ALAB rallied as earnings confirmed it’s becoming the “toll booth” of the AI boom. Shay says they’re more specialized than Broadcom and serve hyperscalers with best-in-class latency. The key risk? If Nvidia pulls the plug and builds in-house.

🌟 Gold Miners Stage a Breakout
Gold is back. Tom says gold miners are benefiting from a rotation out of silver and palladium. GDX broke resistance and could retest 2011 highs. Seasonality is also a tailwind heading into year-end.

📺 Stocktwits Goes Live on NYSE
Katie announces Stocktwits' new partnership with FintechTV, bringing retail sentiment to the NYSE floor. Plus, the team will go live from the Gateway Conference this fall, reporting on the next generation of public companies.

Where to find the Daily Rip Live hosts on Stocktwits:
Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Tom Bruni, CMT - https://stocktwits.com/BruniCharts

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/te...