Matt Derron
Market Bytes
Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own personal portfolio.
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Episodes
My Stock Portfolio Recap for December 2025 05.01.2026 13:34
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for December 2025 05:11 Best and worst performers 08:14 Overall thoughts ❄️ Use the same portfolio management too...
My Stock Portfolio Recap for November 2025 01.12.2025 13:38
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for November 2025 03:46 Trading Update 08:26 Best and worst performers 11:41 Overall thoughts ❄️ Use the same por...
PINS Update: Never Buy a Broken Chart 24.11.2025 19:44
A couple months ago I added long-dated PINS calls to my trading account, and since then the position has really tanked. In this video I break down what’s going on with the position, what happened, and what I could’ve done better to manage the trade. Also, Stanley Druckenmiller agrees.00:00 PINS position update10:51 Don’t buy broken charts w/ Stanley Druckenmiller14:44 How this applies to my long-t...
Nvidia’s Earnings Are In. Here’s What It Means. 20.11.2025 22:28
Tech stocks have been selling off and Nvidia just reported earnings. We break it down in this video. 00:00 Nvidia (NVDA) earnings 12:42 Bull and bear cases for NVDA 18:00 Beware of too much content ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge
I Used Alpha Picks for a Year. Here’s What I Found. 12.11.2025 13:11
💰 Get $100 off Alpha Picks until 12/10/25: https://buildinvestlive.com/go/alphapicks Get $200+ off of Alpha Picks + Premium bundle: https://buildinvestlive.com/go/alphabundle Alpha Picks performance update as of November 2025 00:00 Alpha Picks overall Performance 02:29 Strategy 2 Performance 04:40 Strategy 3 Performance 07:07 Strategy 4 Performance 08:47 Overall thoughts as of November 2025 11:23...
3 Critical Numbers from these Earnings Reports (NET, PLTR, AMZN) 10.11.2025 19:24
Another wild week of earnings and watching the market start to cool off. In this video we break down 3 critical numbers from 3 earnings reports from stocks in my portfolio: Cloudflare (NET), Palantir (PLTR), and Amazon (AMZN). Also, we talk about why price action after earnings sometimes doesn’t seem to make sense. 00:00 NET earnings 04:08 PLTR earnings 09:19 AMZN earnings 12:39 Understanding pric...
My Stock Portfolio Recap for October 2025 03.11.2025 16:21
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for October 2025 04:22 Stocks I bought and sold 12:02 Best and worst performers ❄️ Use the same portfolio managem...
Some Big Earnings Moves (FI, META, V, CAT, GOOGL, MSFT) 31.10.2025 51:37
Earnings are heating up and there’s a lot to talk about. 00:00 V earnings 06:42 CAT earnings 11:02 FI earnings 19:08 META earnings 31:38 GOOGL earnings 39:53 MSFT earnings ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge
This is Why I Stopped Focusing on Valuation 22.10.2025 12:02
As my method for picking stocks has evolved I’ve gotten a lot of questions about why I’m buying stocks at high valuations. In this video I talk about why I updated my approach and what I think has changed that makes valuation a less reliable predictor of future returns.00:00 Valuation not a primary factor for me03:23 Here’s what I think has changed07:23 What does it really mean? ✅ Sign up for my...
Why are ASML and TSM's Revenue Growth so Different? 16.10.2025 17:08
Earnings season has started and two of the most important companies related to AI have already reported. In this video we break down what’s in their earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different. 00:00 ASML’s earnings report 04:28 TSM’s earnings report 07:45 What these numbers mean 12:13 AI Demand vs Revenu...
What does the AMD & OpenAI deal really mean? 09.10.2025 19:07
The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal means for AMD, what it means for Nvidia (NVDA) and what it means for the AI trade as a whole. 00:00 AMD and OpenAI’s deal 04:46 How is it different from NVDA’s deal? 13:35 What does it mean for AMD, NVDA, and OpenAI? 15:44 What does it mean for the AI...
Alpha Picks Performance Update: September 2025 06.10.2025 11:41
Alpha Picks performance update for September 2025 00:00 Alpha Picks overall Performance 02:56 Strategy 2 Performance 04:38 Strategy 3 Performance 06:25 Strategy 4 Performance 08:03 Overall thoughts for September 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com /go /saalphapicks
My Stock Portfolio Recap for September 2025 02.10.2025 14:14
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for September 202506:37 Best and worst performers09:35 Overall thoughts on the previous month ❄️ Use the same port...
I Added a New Way to Find Stock Ideas 30.09.2025 6:30
I'm constantly trying to find ways to automate my stock research process and save myself time, so I added a new feature into StockBytes that helps you search stocks based on your custom ratings. We talk about that, new features being released, and the early offer pricing going away in this video. 00:00 My new way of finding stock ideas 02:53 Other new features for StockBytes 05:17 Early access...
I Just Added a New Long Position 24.09.2025 14:34
Pinterest (PINS) is a stock I thought had some potential, but didn't want to add to my long-term portfolio. So instead, I bought LEAPS. We talk about it in this video. 00:00 Why am I buying options 02:49 My Thought Process on PINS 09:40 What I'm expecting going forward ✅ Sign up for the free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge
This is Why People Keep Investing in Intel 23.09.2025 14:45
Intel (INTC) has been in the news a lot lately with both the U.S. Government and Nvidia taking equity stakes into the company. What does this mean for the stock and their future outlook? We break it down in this video 00:00 INTC has been in the news 05:48 INTC fundamentals 10:16 INTC outlook ✅ Sign up for the free newsletter for weekly analysis that doesn't make it to a video! https://stockby...
Everyone is talking about this Top Rated stock 15.09.2025 16:01
Adobe (ADBE) is a stock that everyone is talking about and it recently popped up in the StockBytes Top Rated list. In this video we break it down and talk about if it's going to get disrupted by AI or if it's all noise.00:00 Adobe's fundamentals are very good05:12 Will they get disrupted by AI?11:03 Future outlook for ADBE ✅ Sign up for the free newsletter for weekly analysis that doe...
I Automated My Stock Research | StockBytes Full Review 10.09.2025 29:25
In this video we break down StockBytes, a site that I built myself to automate my stock research process00:00 What is StockBytes? 02:46 Full StockBytes demo16:58 How StockBytes can be your automation tool as well22:27 Other cool features25:56 Who StockBytes is for and what does it cost? ✅ Check out StockBytes (early access offer open now): https://stockbytes.io✅ Sign up for the new free weekly n...
The Matrix of Duolingo: Is it the Red Pill or Blue Pill? 08.09.2025 13:15
Duolingo (DUOL) has been one of the most talked about stocks lately, and it's down 48% over the last 3 months. In this video we break down what's been going on with the stock, how the fundamentals look, and if it's one I'm going to be adding to my portfolio.00:00 DUOL fundamentals05:46 The real question about DUOL10:49 Am I adding DUOL? // BUILD YOUR EDGE Get my free weekly newslet...
My Stock Portfolio Recap for August 2025 02.09.2025 13:36
✅ Check out the tool I built (early access offer opens up this week): https://stockbytes.io In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for August 2025 05:0...
2 Key Takeaways from NVDA and SNOW's Earnings Reports 28.08.2025 18:05
Nvidia (NVDA) and Snowflake (SNOW) just reported earnings and they have the market talking and moving. In this video we break down both earnings reports and I talk through the 2 key takeaways that investors need to know. 00:00 NVDA earnings 09:23 SNOW earnings
Why are 95% of Gen AI Projects Failing? 25.08.2025 19:06
MIT recently did a study saying 95% of AI projects in enterprise are failing. In this video we go through parts of the study and I talk through my own experiences and what I think it means. 00:00 MIT Study on Enterprise AI 07:29 5 Myths of Enterprise AI 13:55 Thoughts on PLTR & CRM
Alpha Picks Performance Update: July 2025 14.08.2025 9:05
Alpha Picks performance update for July 2025 (and like half of August since I was late) 00:00 Alpha Picks overall Performance 02:13 Strategy 2 Performance 03:41 Strategy 3 Performance 05:13 Strategy 4 Performance 06:29 Overall thoughts for July 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com /go /saalphapicks
Is This the Future of Google's Search Business? 11.08.2025 12:22
Google's AI Mode is transforming people's every day search behavior. But is it good or bad for their ad business? We look at a couple different perspectives in this video. Plus Nvidia and AMD have a new China tax, and Bitcoin is at all-time highs again. 00:00 Google search trends for different companies 05:53 NVDA and AMD to pay a China tax 08:32 Bitcoin close to ATH again
Tech Earnings are Heating Up 05.08.2025 30:33
Earnings season is in full swing and tech companies are reporting, causing some wide swings both up and down. In this video we break down earnings reports for 5 tech companies, and I talk about my thoughts on their performance and outlook 00:00 AMZN earnings 07:01 AAPL earnings 13:41 COIN earnings 20:24 NET earnings 23:55 PLTR earnings ✅ Get 15% off financial data plans from Financial Modeling Pr...
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