Basis Points

Basis Points

Finance Media discussion weekly!

  1. 2 hari lalu

    Leopold's AI Fund BLOWS Up, Big Tech Saves The Market, CapEx Continues | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft Earnings24:32 - META Earnings33:27 - Software Stocks

    Leopold's AI Fund BLOWS Up, Big Tech Saves The Market, CapEx Continues | Basis Points

  2. 24 Jul

    Google CRUSHES Earnings, Micron and Nebius Go Down, Will CapEx Spend Continue | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod

    Google CRUSHES Earnings, Micron and Nebius Go Down, Will CapEx Spend Continue | Basis Points

  3. 17 Jul

    The Stock Market Is Confusing | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod

    The Stock Market Is Confusing | Basis Points

  4. 10 Jul

    Meta Enters The Neocloud Race, Micron Destroys Earnings, Rate Hikes Coming? | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:10 - Micron's Earnings and Sentiment Shift14:11 - Meta Compute25:20 - Burry Long Draftkings29:15 - Palantir's Open Source Push46:35 - Trump and Iran54:46 - The Fed1:01:10 - Sectors besides TechAsk

    Meta Enters The Neocloud Race, Micron Destroys Earnings, Rate Hikes Coming? | Basis Points

  5. 10 Jul

    The Fed Is Wrong & The Market Knows It | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Birthday!02:15 - Oil Coming Down04:40 - Kevin Warsh's First Meeting As Fed Chair17:20 - SpaceX IPO23:55 - Retail Investors and Mag 7 34:48 - Software Stocks46:15 - Snapchat Glasses57:40 - Bernie Sanders New AI Legislation1:02:50 - Stock DraftHow this was made

    The Fed Is Wrong & The Market Knows It | Basis Points

  6. 10 Jul

    SpaceX Has A MONSTER IPO, But Tech Still Sells Off | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:12 - SpaceX IPO09:15 - Tech Stock Dump20:30 - Jobs Data26:00 - LLM Model Costs Going Down32:20 - AVGO Earnings & Looking at Tech Multiples45:00 - ORCL Earnings56:37 - Amazon...

    SpaceX Has A MONSTER IPO, But Tech Still Sells Off | Basis Points

  7. 10 Jul

    Software Is Back & The Bulls Stay In Control | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:25 - Reflections on the SoFi and Zeta Podcast06:02 - SaaS is Back15:59 - Stocks We Bought This Week24:20 - Invest then Investigate39:40 - Following Trump48:05 - META53:55 - Bitcoin

    Software Is Back & The Bulls Stay In Control | Basis Points

  8. 10 Jul

    David Steinberg, CEO of Zeta | Basis Points

    Thank you to David Steinberg for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodDavid Steinberg - https://x.com/dsteinberg1000000:00 - David's Early Career06:30 - The Infamous Board Meeting20:00 - Is SaaS Coming Back?34:20 - How Big Can Zeta Become? 34:50 - ROI on Marketing Spend from Customers 43:40 - Rapid Fire

    David Steinberg, CEO of Zeta | Basis Points
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    Basis Points
  • Tahun Aktif
    2026
  • Episod
    21
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