Episode Details

Revenge of the Meme Stocks
7/29/2025
Goldman Sachs Exchanges

Key Insights

Bullish:

  • 🟢 $MEME - Increased retail trader activity in meme stocks, particularly in the options market, driven by recent legislative developments and interest in blockchain and AI technologies.
    • We're seeing broadly volumes pick up, particularly in the options market. And we can trace that back to small traders or retail traders that are increasing activity.” - John (0:39)
    • It is coincident with the passing of a couple bills in Congress, the tax bill and crypto related bills. And so I think we're seeing some of the names or some of the themes that show up in the meme stock rally be in areas that are exposed there. In particular, a lot of them are crypto or blockchain related.” - John (2:44)
    • Some of them are AI related, And there are certainly some retail related names, but it's more of these new technologies, new areas that are growth engines for the future.” - John (3:15)
  • 🟢 $SPX - 🔒
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  • 🟢 $RETAIL - 🔒
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