Matt Derron

Market Bytes

Business EN ↓ 229 episodes

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.

Author

Matt Derron

Category

Business

Podcast website

stockbytes.io

Latest episode

Jan 5, 2026

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Episodes

My Stock Portfolio Recap for July 2025 01.08.2025

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball 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 f...

Meta and Microsoft's Earnings are Proof of This 31.07.2025

Meta and Microsoft (MSFT) reported earnings yesterday and the market loves it. In this video I break down what their earnings reports are obvious proof of 00:00 Meta's earnings 06:44 Microsoft's earnings 09:20 What their earnings are proof of

Revisiting the Story For All My Stocks 28.07.2025

It's good to go back over time and see how the story you had when you bought a stock is progressing. In this video we take a look at the updated stories for each of my stocks. 00:00 NVDA 05:39 AMZN 09:30 META 15:21 TSM 18:37 COIN 22:14 NET 29:00 V 35:15 SNOW 39:58 GOOGL 45:43 PLTR ✅ Get 15% off financial data plans from Financial Modeling Prep: https://buildinvestlive.com/go/fmp

The Stock Market is at All-Time Highs. Here's What I'm Doing. 21.07.2025

Stocks are at all-time highs and the market is at historical valuation levels. We talk about how I'm handling that in this video.

This is the Issue People Have with Valuing Stocks 16.07.2025

There's a critical aspect of valuation that people really struggling with. We break it down in this video. 00:00 Valuation by Stage 08:06 What I've learned from investing books over the years Brian Feroldi's account on X: https://x.com/BrianFeroldi

I Just Bought Palantir. Here's Why. 11.07.2025

Palantir is at a 600+ P/E and I just added it to my portfolio. We talk about why in this video. ✅ Get 15% off financial data plans from Financial Modeling Prep: https://buildinvestlive.com/go/fmp

This is My One Issue with Robinhood 08.07.2025

Robinhood (HOOD) had a big announcement last week about stock tokens, and it highlighted the one issue I have with the company. We break it down in this video. 00:00 Robinhood announces stock tokens 04:34 Here's my one issue 08:30 Is Robinhood a scam? ✅ Get 15% off financial data plans from Financial Modeling Prep: ⁠https://buildinvestlive.com/go/fmp⁠

My Stock Portfolio Recap for June 2025 02.07.2025

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball 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 f...

Alpha Picks Performance Update: June 2025 27.06.2025

💰 Get $100 off Alpha Picks until July 7th! https://buildinvestlive.com /go /saalphapicks Alpha Picks performance update for June 2025 00:00 Alpha Picks overall Performance 02:09 Strategy 2 Performance 03:33 Strategy 3 Performance 05:08 Strategy 4 Performance 06:24 Overall thoughts for June 2025

Is the Market About to Come Down Again? 23.06.2025

Jim Osman's article - https://www.forbes.com/sites/jimosman/2025/06/22/why-wars-rarely-kill-bull-markets-the-contrarian-case-for-stocks/ With the conflict in the middle east ramping up over the weekend, it's a good time to consider how much of this news is meaningful for most every day investors and if it means the market will be coming down again. 00:00 - Market expectations from the Midd...

This is the Best Fintech Stock in the Market 17.06.2025

Coinbase (COIN) is the best fintech stock in the market. In this video we break down their business, and I tell you why. 00:00 Analyzing Coinbase 07:39 Coinbase & Revenue Diversification 11:57 Competition and Risks 18:00 Operations and Valuation 25:14 Overall thoughts

Is Apple's AI Strategy Good Enough? 13.06.2025

Apple's AI strategy has been a hot topic for about 2 years. The Wall Street Journal recently published part of an interview with a couple of their leaders and Apple just had their WWDC 25 developer conference. In this video we break down parts of both and talk about my thoughts on their AI strategy and the stock overall. 00:00 Apple execs defend their AI Strategy to WSJ 08:25 Some highlights f...

I Finally Dug Into Palantir. Here’s What I Found. 09.06.2025

Palantir (PLTR) is a stock I've mostly ignored because I really didn't understand what they did. But it's one of the most talked about stocks in the market and is up 450%+ over the last 12 months. In this video we do a deep drive on Palantir's business, and I talk about what I found. 00:00 Analyzing Palantir 06:01 Understanding Palantir's business 13:41 Competition and Risks 19...

My Stock Portfolio Recap for May 2025 02.06.2025

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, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for May 2025 04:56 What I bought and sold this month 07:18 Best and worst performers 09:42 Overall thoughts on the previous...

Nvidia's Earnings Show the AI Trade is Still Strong 29.05.2025

After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well. 00:00 Nvidia’s latest earnings and biggest risk 07:05 Nvidia’s NVLink announcement 08:56 Thoughts on Salesforce (CRM) 11:26 Thoughts on Broadcom (AVGO) 12:55 Thoughts on FICO 16:05 Why P/E and other valuation metrics don’t always work 23...

Alpha Picks Performance Update: May 2025 27.05.2025

Alpha Picks performance update for May 2025 00:00 Alpha Picks overall Performance 02:25 Strategy 2 Performance 03:51 Strategy 3 Performance 05:34 Strategy 4 Performance 07:14 Overall thoughts for May 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com /go /saalphapicks

Snowflake's Stock is Macro-Proof (so far) 23.05.2025

Snowflake just reported earnings and the market loved it, so we’re breaking down their latest report. Also, I talk through my portfolio performance versus the QQQ. 00:00 Snowflake’s latest earnings report 07:16 Common criticisms of Snowflake 11:16 My portfolio vs the QQQ ❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball

I’m Saying Goodbye to these 2 Stocks 20.05.2025

With the market back up close to all-time highs, I decided to sell out of 2 long-held positions completely. We go over it in this video. 00:00 Why I sold McDonald’s (MCD) 05:20 Why I sold American Express (AXP) 10:07 What I’m preparing for in the market ❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball

This is the Most Exciting Stock in my Portfolio 16.05.2025

There’s one particular stock in my portfolio that I get excited about more than any other. That stock is Cloudflare (NET). In this video we break down their latest earnings and announcements, and I explain why I think they have so much long-term potential.00:00 Cloudflare's latest earnings07:22 Recent announcements11:33 Cloudflare’s long-term potential

The Curious Case of Google's Stock 13.05.2025

Check out the All-In segment on Google: https://youtu.be/g6HSFCQQ6O0?si=fXLDY46_ktqHqWj9&t=1969Is Google a dying company? Or an undervalued generational buying opportunity? We break it down in this video.00:00 Recent news about Google07:55 Strengths and Concerns for Google15:29 What are my thoughts on the stock now?

My Stock Portfolio Recap for April 2025 06.05.2025

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, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for April 2025 02:33 Dividend income & What I bought and sold 06:23 Best and worst performers 08:09 Overall thoughts on...

Earnings Roundup: GOOGL, META, AAPL, AMZN 03.05.2025

Earnings season is in full gear and we break down the latest from these 4 companies - Google (GOOGL), Meta Platforms (META), Amazon (AMZN), and Apple (AAPL). 00:00 Google’s earnings 10:46 Meta’s earnings 17:45 Amazon’s earnings 25:33 Apple’s earnings

Alpha Picks Performance Update: April 2025 28.04.2025

Alpha Picks performance update for April 2025 00:00 Alpha Picks overall Performance 02:27 Strategy 2 Performance 03:56 Strategy 3 Performance 05:34 Strategy 4 Performance 07:35 Overall thoughts for April 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com ⁠/go⁠ /saalphapicks

Earnings Roundup: UNH, TSM, and AXP! 24.04.2025

Earnings season is starting and we break down the latest from these 3 companies - UnitedHealth (UNH), Taiwan Semiconductor (TSM), and American Express (AXP).00:00 UnitedHealth’s earnings08:34 Taiwan Semiconductor’s earnings15:35 American Express’ earnings23:07 General thoughts on the market right now 📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/go/seekingalpha

Is It Time To Worry About Nvidia? 16.04.2025

New export restrictions will prevent Nvidia from selling their H-20 GPUs to China. What does it mean for their future? We talk through it in this video. 00:00 New GPU restrictions to China 08:07 What does this mean? 10:41 What are my thoughts?

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