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 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...

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 - Intel Earnings 05:44 - Tesla Earnings 13:08 - Service Now Earnings 27:30 - Kevin Warsh Next Fed Chair 34:15 - Congressional Trading 36:35 - Big Tech Earnings Prev...

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 01:40 - All Bird Goes AI 02:55 - Iran War Ending 11:20 - Mag 7 are not the Lag 7 anymore 17:45 - Amazon could be the best Mag 7 22:58 - MSFT Selloff 26:02 - Neo...

Thank you to Katie for being on! Katie - https://x.com/StocktonKatie Amit - https://x.com/amitisinvesting Steve - https://x.com/stevenfiorillo 00:00 - Katie's background 09:00 - Exiting Tech and Re-entering last year 15:15 - Predicting the oil breakout 20:00 - How quick information effects technical analysis 21:20 - Are we in a bear market? 26:30 - Gold and Silver 29:55 - Crypto Winter? 33:15...

Thank you to Shannon for being on! Shannon - https://www.nb.com/en/global/biograph... Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting 00:00 - Intro 00:35 - How Shannon got into Investing and Media 08:50 - The Iran War and Inflation 15:30 - Labor Markets 17:05 - Advising Clients during a downturn 24:11 - Healthcare 27:30 - Emerging Markets 33:50 - Will AI Change Everything...

Thank you to Vlad for being on! Vlad - https://x.com/vladtenev Steve - https://x.com/stevenfiorillo Amit - https://x.com/amitisinvesting Basis Points - https://x.com/basispointpod 00:00 - Intro 00:30 - What The Past 2 Years Have Been Like for Vlad 07:30 - Robinhood's Origin Story 13:10 - Financial Super App 17:25 - Robinhood's Platinum Card 22:25 - Wealth Transfer 28:56 - Implications of AI on Rob...

Thank you to Dan for coming on! 00:00 - Intro 01:10 - What the past 5 years have been like for Dan 06:45 - Palantir 08:55 - Dealing with hate 11:25 - Palantir's Valuation 15:38 - Tesla 19:55 - AI Doomerism 21:50 - Microsoft 25:49 - Nvidia 29:57 - Cybersecurity 32:40 - AI Bear case 37:12 - Trump Admin 40:20 - SaaS Issues 43:50 - Rapid Fire

Thank you to Josh for being on! 00:00 - Josh Intro 04:35 - Josh's Early Career in the boiler rooms 13:20 - Josh's philosophy on managing money 16:45 - Managing 2008 27:12 - What Josh would've told his younger self 32:50 - Iron Law of Finance 37:39 - The pressure of being in finance media 45:20 - Lost Decade for the Markets 50:50 - Is Josh Bullish in 2026 55:20 - Costco and Nvidia 57:50 - How Josh...