Market Bytes

Even though I focus on fundamentals, there are technical factors that help me understand the noise in the markets. This particular one (the S&P 500 Volatility Index or VIX) gives me confidence that my stocks will recover.

Everyone is talking about tariffs, politics, and how it impacts stocks. Here's my (barely edited) take. ❄️ 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, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for March 2025 02:58 Dividend income & What I bought and sold 06:38 Best and worst performers 08:45 Overall thoughts on...

The market has been, and it feels like some are panicking. But what if the next 10 years doesn’t go like the last 10 years? 00:00 People are predicting a flat decade 04:37 What do the technicals say? 07:06 What are my thoughts on this? ❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ ⁠buildinvestlive.com/snowball⁠

If you want to try out my SCHD changes tool in Claude, check it out here: https://claude.site/artifacts/04099e7b-4677-4e63-a49d-7813759d6e3f 📈 Get $30 off Seeking Alpha Premium: https://mattderron.com/ go /seekingalpha Schwab’s US Dividend Equity ETF (SCHD) just went through its annual reconstitution. So in this video we break down what changed and what you should expect from SCHD in 2025 00:00 S...

With all the news happening in the market, let’s get back to some old fashioned stock analysis and dig into a stock I’ve been watching for about 6 months: Twilio (TWLO) 00:00 What is Twilio? 03:19 Understanding TWLO’s business 12:07 TWLO’s operations and valuation 18:12 3-tier rating & recap 23:05 Overall thoughts on TWLO 📈 Get $30 off Seeking Alpha Premium: https://mattderron.com/⁠go⁠/seekin...

Alpha Picks performance update for March 2025 00:00 Strategy 1 Performance 03:33 Strategy 1-A Performance 05:10 Strategy 2 Performance 06:57 Strategy 3 Performance 08:37 Overall thoughts for Mar 2025 💰 Get $50 off Alpha Picks: https://m ⁠attderron.com/go⁠ /saalphapicks *I am not a licensed professional or a financial advisor. This content should not be taken as financial advice. It is meant for e...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha 💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicks The market is selling off, and I’ve made some changes. In this video we break them down. 00:00 I trimmed 2 holdings 03:17 I added to 3 positions 07:00 How I’m approaching the downturn

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha 💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicks Everyone’s talking about Google. Is it a dying monopoly or an undervalued company in an irrational market? We break it down in this video. 00:00 Is Google Dead? 03:24 The Biggest Risk to Google Search 07:37 What is Google’s AI Mode 08:48 Why Did I Trim...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha An important part of doing stock analysis is to go back and see how your analysis turned out, especially for stocks that you didn’t actually buy. Otherwise, how will you know if you made a good decision or not? In this video we revisit 4 stocks that I analyzed in 2023 to see what I said, what the business is doing now,...

❄️ 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, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for February...

🧑🏻‍💻 Work with me to build your own strategy: https://buildinvestlive.com/work-with-me Tech stocks have been down double digits over the past week, is it time to worry? Also, we look at reported earnings for NVIDIA (NVDA) and Snowflake (SNOW) to see if their growth stories are intact. Lastly, Amazon announced Alexa Plus with a pretty cool demo that we will take a look at. 00:00 Tech stocks are...

✅ Go behind the scenes with my Snowflake analysis by becoming a YouTube channel member: https://youtu.be/H4nEoC8MUio Snowflake is one of the most talked about stocks in the data space, but it’s trading at over a 200 P/E. It’s also the most recent addition to my portfolio. In this video we do a deep dive on Snowflake’s stock, talk about the things I liked and didn’t like, and why I thought it was...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha There’s a lot going on with tech stocks, in this video I took viewer questions and we talked about some. 00:00 What’s going on with TSMC? 04:48 Nvidia (NVDA) and tariffs 06:28 Meta was the best bargain 08:00 Apple (AAPL) and robotics 10:38 Cybersecurity stocks 11:28 Why don’t I invest in Intuit (INTU)?

💰 Get $50 off Alpha Picks and 60 days of Seeking Alpha Premium free until 2/15/25: https://buildinvestlive.com/saalphapicksAlpha Picks performance update for February 202500:00 Strategy 1 Performance03:38 Strategy 1-A Performance05:06 Strategy 2 Performance07:02 Strategy 3 Performance08:14 Overall thoughts for Feb 2025*I am not a licensed professional or a financial advisor. This content should n...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Earnings season continues and we break down the latest from 2 companies in my portfolio. Amazon (AMZN), and Cloudflare (NET). 00:00 Amazon’s earnings 07:23 Cloudflare’s earnings

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Earnings season continues and we break down the latest from 3 companies in my portfolio. Apple (AAPL), Visa (V), and Google (GOOGL). 00:00 Apple’s earnings 09:27 Visa’s earnings 13:24 Google’s earnings

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball ✅ Work with me to build your own strategy: https://buildinvestlive.com/coachinglist 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 inco...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Earnings season continues and we break down the latest from 3 companies in my portfolio. American Express (AXP), MSCI, and Meta. 00:00 Amex’s earnings 07:35 MSCI’s earnings 12:32 Meta’s earnings

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Deepseek’s new LLM was all the buzz this weekend, potentially causing a big selloff in tech and semiconductor stocks. We break it down in this video 00:00 What is Deepseek? 05:36 Who is impacted the most? 09:05 what does it mean for NVDA? *I am not a licensed professional or a financial advisor. This content should not...

Try out Virtual Analyst Report with a 7 day free trial to Seeking Alpha Premium: http://buildinvestlive.com/virtualanalyst Seeking Alpha released a Virtual Analyst Report feature and it’s another tool that is saving me time. In this video we break down what it is, how I’m using it, and who will get the most out of their Premium service. 00:00 Virtual Analyst Report overview 04:28 Downsides of the...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Get started with my free basic AI prompts: https://buildinvestlive.com/aiprompts Taiwan Semiconductor (TSM) and UnitedHealthcare (UNH) both reported earnings last week, but are two companies seemingly headed in different directions. We break down both reports. 00:00 TSMC’s dominant market position 05:55 UNH’s medical co...

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Valuation metrics can be different sometimes on different websites. Why is that? We break down an example with AMD. 00:00 Why are the AMD numbers different? 03:16 GAAP vs non-GAAP earnings 06:30 What does this mean for us as investors?

Follow me on instagram: https://instagram.com/mattderron ✅ Work with me to build your own strategy: https://buildinvestlive.com/coachinglist 📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Tech stocks have had a rough start to 2025, in this video we talk about what’s going on, Nvidia versus AMD, and I have some books I want to give away 00:00 Why are stocks down in...

💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicks Watch my full review video on Alpha Picks: https://youtu.be/-Wu8p9LmX_o Breaking down my approach to how I will be using Seeking Alpha’s Alpha Picks service in 2025 00:00 What am I doing 02:17 The approach I’m going to take 04:18 What I want to learn