SaaSpocalypse Explained + CrowdStrike Earnings + Stripe Buying PayPal?

Welcome back to True Odds with Mikey Markets and Joey Rockets — Episode 12, “The Dirty Dozen.”

We start by recapping last week’s State of the Union timing market… and wow: it ran a record 1 hour 48 minutes. We were on the over, but still didn’t land the perfect range — close, but no cigar.

Then we hit earnings and market vibes: Walmart beat, NVIDIA is the main event (conference call and forward guidance matters most), and Mikey’s Discord IPO call got spicy fast — but Joey drops a key rules lesson: IPO plans can get delayed, so if you’ve already doubled, take the cash and move on.

Next up: Joey’s big earnings look-ahead is CrowdStrike, plus a full breakdown of the SaaSpocalypse — AI agents, “build-a-knockoff” software fears, and how market stupidity can go further than you think. We also dig into a new market: Will Stripe acquire PayPal in 2026? and why buying the whole company might not make sense… but buying parts might.

Sports are back too: we lock in World Baseball Classic futures (Dominican Republic vs Japan) and talk trading strategy if they reach the later rounds. Then we jump to a “trap opportunity” market: Who goes #1 in the 2026 NBA Draft? and why we like buying NO on Darren Peterson.

We wrap with listener theory: Bitcoin $60K or $80K first? with a John Morgan quote, and finish with our random markets: Traitors US finale bet and a fun one — Apple’s March 4 NYC event and “what will they say” markets like M5, Apple Intelligence, Siri, and iPad.

Comment your favorite market from this episode — and what you’re trading next.

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