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/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 02:04 - Sentiment & Macro around the selloff 14:50 - Google Earnings 29:00 - Amazon Earnings 38:40 - NVDA funding a Neocloud 42:50 - Microsoft Earnings...

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 - Bond Yields Coming Down08:20 - CoreWeave 14:20 - SpaceX Earnings28:00 - Meta Earnings41:00 - Anthropic46:40 - Do We See a Rotation in 20271:02:14 - Jens...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 02:00 - AI trade cracking this week 08:30 - Anthropic Revenue Numbers 18:20 - CoreWeave Bonds 41:30 - Rocketlab, Pepsi, McDonalds 50:23 - Tesla Flying Car

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 Real Estate Skills08:55 - Micron Earnings 27:00 - Why not buy Micron?41:22 - Nvidia53:18 - Zeta1:01:41 - Nike1:03:07 - Trump's AI Dinner1:07:08 - Goo...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Meta 17:00 - Companies partnering with Muse 25:00 - Apple missed the mark 33:25 - Amazon 39:00 - AMD 45:00 - Mount Rushmore of CEOs 47:20 - Bond Yields

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 00:00 - Intro03:12 - Apple iPhone Duo11:50 - AI Safety26:50 - Dreamforce29:00 - The Fed Debate57:35 - Where does the market go with rate hikes

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 02:15 - Tesla Event 20:05 - Market Ignoring Bad News 35:50 - Broadcom Earnings 45:50 - Meta 51:00 - Robinhood

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Nvidia Earnings 09:00 - Ed Zitron Blocks Steve 23:32 - SaaS is Back 33:50 - GTA 6 45:00 - Meta 50:30 - Steve Wants To Buy a New Stock 1:02:00 - The Fed

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 - To...

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

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 - nvid...

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

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

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

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 F...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Steve's Birthday! 02:15 - Oil Coming Down 04:40 - Kevin Warsh's First Meeting As Fed Chair 17:20 - SpaceX IPO 23:55 - Retail Investors and Mag 7 34:48 - S...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 02:12 - SpaceX IPO 09:15 - Tech Stock Dump 20:30 - Jobs Data 26:00 - LLM Model Costs Going Down 32:20 - AVGO Earnings & Looking at Tech Multiples 45:00...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 00:25 - Reflections on the SoFi and Zeta Podcast 06:02 - SaaS is Back 15:59 - Stocks We Bought This Week 24:20 - Invest then Investigate 39:40 - Following T...

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 43:4...

Thank you for Anthony Noto for taking the time and joining! Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodAnthony Noto - https://x.com/anthonynoto00:00 - Intro02:55 - SoFi's Stock Performance15:40 - SoFi's Critical Success Factors18:58 - SoFi USD29:15 - How Big Can SoFi Become?32:51 - SoFi Plus36:50 - SoFi being the AWS of...

Thank you to Karen for being on the show!

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 - Intro00:59 - Are Markets Getting Too Euphoric22:51 - Rocketlab All Time Highs29:15 - Stocks We Bought This Week37:30 - Cisco Blowout Quarter44:10 - Steve Buys Micron...

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 04:24 - Palantir 12:30 - Semis Rally 37:56 - AMD 40:46 - Reddit 47:20 - Space X and Anthropic 56:41 - Amazon

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 00:30 - Meta 11:40 - Google 17:24 - Microsoft 24:35 - Amazon 31:15 - Apple 36:50 - Robinhood 41:00 - SoFi 55:30 - Intel and Chip Stocks

Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday! Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod Jay - https://www.infracapfunds.com/leadership 00:00 - Intro 00:39 - Jay's ETFs 04:35 - Do Covered Calls work on Tech? 10:45 - Best Option Strategies 17:51 - Pushback on Opti...