Roast 'em, Toast 'em, Buy 'em.
Latest episodeIonQ reported a $564 million profit for a quarter in which its stock fell 18%, and the profit is the stock falling. Half of the record $173.8 million in sales came from SkyWater, a chip foundry IonQ bought a month into the quarter.
HYPE FUND #6 · $IONQ
IonQ lost $433 million running its business in the third quarter and reported a $564 million profit, because its stock fell. Gus counted what $32.62 a share needs: 32% more sales a year for four years, none of it bought.
HYPE CHECK #2 · $RDDT
Reddit grew 53% and the stock fell 29% the next day. Google's AI summaries keep the click, and Reddit answers with a login wall. Gus read the filings.
HYPE FUND #5 · $GOOGL
Alphabet is betting $195 to $205 billion this year on five horses: chip, model, cloud, the way it reaches users, and data centers. Is it enough if only some of them win? Gus did the math against the S&P 500.
HYPE CHECK #1 · $RBRK
Up 210% since April. It calls itself "the Security and AI Operations Company," and its AI product has "over 15" customers. Gus checked what's under the label.
IonQ reported a profit of $564 million for the third quarter. The profit is the stock falling: the warrant debt shrank by $896.2 million when the share price fell. Pro forma, with everything it bought counted in both years, sales were $215.8 million against $217.3 million a year before. The operating loss was $433.1 million and adjusted EBITDA a loss of $133.6 million.
Read the updateOn the episode's row the share is worth $474 in 2031: Services profit grows 8% a year and the cloud keeps 30¢ of each dollar. The index puts the stock at $485. The line the cloud has to hold is 31.9¢; in Q3 it kept 36.21¢. Services profit grew 5.88%, 9.5% without the legal costs.
Read the updateNext check Dec 9, 2026: Broadcom's Q4 report. The number to watch: the AI sales forecast for next quarter. $24.21B is on the path to the goal. Coming up after it: the 10-K, then the big customers' spending plans for 2027, with their reports in late January.
| # | Company | Hype Score | Price 7d |
|---|---|---|---|
| 1 | CoreWeave CRWV | 71.3 | +1.2% |
| 2 | Nebius NBIS | 68.2 | −2.9% |
| 3 | Robinhood Markets HOOD | 67.6 | −10.6% |
The ten most-hyped US-listed companies worth $10 billion to $100 billion, October 25 to 31, 2026. CoreWeave led for the second week running. Six of the ten reported earnings, and Reddit made the board through the back door.
See the top tenReddit made the Hype Board, Gus's weekly list of the most-hyped stocks, for October 25 to 31. Sales up 53%, the stock down 36% in a week. Most of Reddit's visitors aren't logged in, and Google is sending fewer of them.
Read the articleCoreWeave led the Hype Board, Gus's weekly count of the stocks the finance sites talk about most, for October 20 to 26. Under the debt headlines: one company on three sides of the table, and a bet on how long an AI chip earns money.
Read the articleGus's investing, animated, one hyped stock per episode.
The hype, in the hypers' words: headlines, thumbnails, price targets.
A fair look: what's real, what can go wrong, and what would have to be true.
Gus buys it anyway. Every stock goes into The Hype Fund.
Nvidia$NVDA
4 days at the top
Updated Nov 10, 2026 · Our count of finance-site headlines, Nov 9, 2026
Gus scores every stock the finance sites write about, once a day, from their headlines. The board shows the latest No. 1 and who held the spot each day since Sep 20.
See The Hype MachineEach stock counts the same, measured against the S&P 500 from the day it joined the fund.
One person makes every episode, in a home studio. Sponsors and collaborations are welcome if they pass the rules.
