Our BIG BET on a Gambling Tech Stock — $GAN Live Earnings Reaction
Dumb Money Live16 Jun 2020

Our BIG BET on a Gambling Tech Stock — $GAN Live Earnings Reaction

We purchased over $1.6 million of $GAN, the software backend powering many online casinos and sports betting. Our thesis: more states are legalizing online wagering and once professional sports return, fans will be more enthusiastic than ever about betting on games. Instead of well-known names like Draft Kings or Penn National, we think GAN's potential has not yet been discovered by investors.

Episoder(307)

Graham Sold Everything... Here’s What He's Buying

Graham Sold Everything... Here’s What He's Buying

Today on Dumb Money, one of YouTube’s biggest real estate bulls just made a move nobody expected... he’s selling it all. What does Graham Stephan see that everyone else is missing?

25 Apr 1h 8min

End of War Trades

End of War Trades

Today on Dumb Money, preparing our trades for when the war ends.

24 Mar 1h 3min

#1 on Amazon... and Almost No One Owns the Stock

#1 on Amazon... and Almost No One Owns the Stock

Today on Dumb Money, a pure social arb trade revealed. The small public company behind a massive trend and #1 best seller on Amazon.

12 Mar 1h 2min

AI Bull Case = Financial Crisis?

AI Bull Case = Financial Crisis?

Today on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out consumer demand, and tri...

24 Feb 1h 14min

Our Worst Market Week Ever — How We Make It Back x2

Our Worst Market Week Ever — How We Make It Back x2

Big Tech just had one of its worst weeks in years. Earnings were mixed, expectations were impossible, and the market punished everyone from AI spenders to chipmakers to SaaS. Today on Dumb Money: Our ...

6 Feb 1h 13min

Meta Beats. Microsoft Misses. Why Amazon Matters Most

Meta Beats. Microsoft Misses. Why Amazon Matters Most

Meta beat. Microsoft missed. The reactions were extreme. Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and...

30 Jan 1h 41min

Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet

Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet

Today on Dumb Money, the company that quietly dominated the holidays.

23 Jan 1h

The Real AI Trade in 2026

The Real AI Trade in 2026

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows ...

16 Jan 44min

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