Chit Chat Stocks

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More)

Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR

The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)

SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX

Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB

MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)

Dissecting 10 Small Cap Stocks (DUOL, BILL, And?)

(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio

Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG

SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman

AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL

Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?)

Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger?

Is Wix Stock Too Cheap To Ignore? (Ticker: WIX)

Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity

Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications

Amazon’s Annual Letter Insights; New Insider Buys; Claude’s Record Setting ARR Growth

Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today)

Private Credit Drawdown; Ackman's Latest Antics; Nike's Outlook; Tesla's Delivery Woes $NKE $TSLA

The Widest Moat Stock That No One Talks About

SpaceX's Imminent IPO; Meta's Lawsuit Implications; Opportunity In Luxury Stocks?

He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today

SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection

Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)

Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap

Stock Exchanges: The Best Businesses In The World? (4 Case Studies)

Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves

Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)

AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH

Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ

Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM

Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG

Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)

Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME

Bill Miller: The Bitcoin and Amazon Billionaire