Sift Stack

Nvidia Earnings, Oil & Bonds, Trump & Xi Meeting, & Berkshire Moves: TWSS 29 - 5.18.2026

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.

AI Infrastructure, Stock Review of Nebius, Hantavirus, & SpaceX IPO: TWSS 28 - 5.11.2026

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.

Mythos, US & Iran Stalemate, Cencora Stock Review, & The End of Spirit Airlines: TWSS 27 - 5.4.2026

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.

The Biggest Earnings Week of Q2, Microsoft Stock Review & The Assassination Attempt: TWSS 26 – 4.27.2026

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.

Stock Review of Tesla, NVIDIA CEO Jensen Huang Interview, & Iran War Updates: TWSS 25 - 4.21.2026

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/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2VBZEp4Y2hwd0tlWV9QS2c3YmUzSnVXQllHUXxBQ3Jtc0tuYnlBWlA1VFRNNGxhbHFfeUozamdWRVBLQXZEakd0aHg4NUxiWGlyN3FZNUx5VE5JU0JRYmMxb2JLalktalF2clBKbFVtR0hya08wdEZyQnVhNkk2OXdLNUtnNWRCM2hFUUkzZVMybzdJdmJOSWI0RQ&q=https%3A%2F%2Fwww.siftinvesting.com%2F&v=xQu1j5thn0w] 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/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbU96SXc2RkwyVWt4YjY2aEV3NUpGUUgwdHVuZ3xBQ3Jtc0trNkpWbk5PejRxQ2gyQnJuVmVNNjBGWVhrOEVsZWN0YnVGdkNmalh5ZkVmM3Y3UjJLUGFZM3c5UEljS0gyUWdsY1RJUjBnLTNwcEwyc3pIUHJLUDdFZzFOckRPQnRJZ3REY2xNRjU0eUxDREFZSmFsQQ&q=https%3A%2F%2Fsiftstack.beehiiv.com%2F&v=xQu1j5thn0w] 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.