Shows / Two Guys, One Ticker
Two Guys, One Ticker
Two guys, one ticker at a time. Preston Hayes and Logan Pierce break down the base case, the bear case, and the bull case for the stocks worth talking about.
Episodes
Two Guys, One TickerNavitas Semiconductor (NVTS): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Navitas Semiconductor stock after its Q3 earnings, its first year-over-year…
Two Guys, One TickerAdvanced Micro Devices (AMD): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for AMD stock after its record Q3 earnings, the $17 billion Q4 guide, the over 80…
Two Guys, One TickerEnphase Energy (ENPH): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Enphase Energy stock, its rough Q3 earnings, its AI data center power demo, and…
Two Guys, One TickerBig Tech Earnings Breakdown: Alphabet, Amazon, Microsoft, and NVIDIA
Preston Hayes and Logan Pierce break down Big Tech earnings: Alphabet, Amazon, Microsoft, and NVIDIA, what the market loved, what it hated, and what actually…
Two Guys, One TickerSharkNinja (SN): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for SharkNinja stock before its November 4 earnings, plus what to watch next.
Two Guys, One TickerRivian (RIVN): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Rivian stock, plus what to watch next.
Two Guys, One TickerHims & Hers (HIMS): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Hims & Hers stock, plus what to watch next.
Two Guys, One TickerERock (EROC): Base, Bear, and Bull Case
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for ERock stock, plus what to watch next.
Two Guys, One TickerAlphabet (GOOG): Base, Bear, and Bull
Preston Hayes and Logan Pierce break down Alphabet after Q3 earnings: Google Cloud doubled to $30.7 billion, a SpaceX paper loss hit EPS, and heavy AI spending…
Two Guys, One TickerBloom Energy (BE): Base, Bear, and Bull
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Bloom Energy stock, plus what to watch next.
Two Guys, One TickerEos Energy (EOSE): Base, Bear, and Bull
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for Eos Energy stock, plus what to watch next.
Two Guys, One TickerSiTime (SITM): Base, Bear, and Bull cases
Preston Hayes and Logan Pierce talk through the base, bear, and bull cases for SiTime stock, plus what to watch next.