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Finance Media discussion weekly!

  1. 2 gün önce

    Nvidia CRUSHES Earnings, Ed Zitron Is WRONG, Will The Fed Hike Rates? | 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 - Nvidia Earnings09:00 - Ed Zitron Blocks Steve23:32 - SaaS is Back33:50 - GTA 645:00 - Meta50:30 - Steve Wants To Buy a New Stock1:02:00 - The Fed

    Nvidia CRUSHES Earnings, Ed Zitron Is WRONG, Will The Fed Hike Rates? | Basis Points

  2. 19 Ağu

    We Talked To An Ex-Wall Street Quant & He Told Us EVERYTHING | Basis Points

    Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant Approach17:00 - How A Quant makes decisions23:24 - Day Trading31:00 - AI implications for quants34:15 - Tokenization38:00 - Perps vs Options44:25 - QFEX

    We Talked To An Ex-Wall Street Quant & He Told Us EVERYTHING | Basis Points

  3. 19 Ağu

    Nebius and Coreweave CRUSH Earnings, Nvidia Spends $500B, Michael Burry Stays SHORT | 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 - Intro03:04 - Nebius and Coreweave08:00 - New Nvidia Deal20:31 - Burry37:25 - Software is back46:00 - Bill Ackman58:00 - Sports Gambling

    Nebius and Coreweave CRUSH Earnings, Nvidia Spends $500B, Michael Burry Stays SHORT | Basis Points

  4. 7 Ağu

    Palantir CRUSHES Earnings, S&P Hit's All Time Highs, Michael Burry Shorts Nebius | 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 - skip or embrace the cringe04:05 - palantir earnings15:44 - zeta18:34 - burry shorting26:40 - bezos selling amazon29:25 - macro35:35 - amd 37:45 - space x45:30 - nvidia earnings

    Palantir CRUSHES Earnings, S&P Hit's All Time Highs, Michael Burry Shorts Nebius | Basis Points

  5. 31 Tem

    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

  6. 24 Tem

    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

  7. 17 Tem

    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

  8. 10 Tem

    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
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