Basis Points

Basis Points

By Basis PointsBusiness
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Basis Points episodes

  • JENSEN HUANG IS NO LONGER THE CEO OF NVIDIA | Basis Points

    Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Saturday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro and more cupcakes04:50 - What Happened This Week with Nvidia11:40 - People Don't Want Jensen to Leave19:30 - Nvidia's Future27:35 - What Happens to OpenSource Models36:40 - National Security Implications45:55 - Retail Buying The Dip58:48 - Jensen's Brilliance

    1 hr 14 min
  • The Stock Market LOSES $3T Dollars, Nvidia & Micron Get Hit, Dems Bring A Blue Wave | 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 - Amit getting a cupcake03:17 - Worst Day For The Market in Years12:10 - Capex Growth Rate Peaking22:40 - Is There A Deeper Private Credit Issue29:20 - Euphoria Back In June Got Too High43:45 - Dealing With Extreme Market Moves 53:41 - The Blue Tsunami

    1 hr 2 min
  • Neil Dutta Thinks 2027 Could Be Challenging for Stocks | Basis Points

    Thank you to Neil for being on!Neil on LinkedIn - https://www.linkedin.com/in/dutta-neil/RenMac's YouTube - https://www.youtube.com/@UCRJplQ4Ynuph20iIzFP5twwRenMac - https://www.renmac.com/00:00 - Intro01:50 - Analyzing The Macro Daily07:18 - Why The Fed Has Been Raising Rates14:15 - Did the September Hike Make Sense?19:20 - Labor Market and Wealth Effect26:35 - Why Trump Picked Kevin Warsh33:58 - What Does Bessent Do & Why Bond Buybacks?41:35 - Midterms and Market Reaction to it 44:55 - Could AI Take Jobs49:05 - Time Horizons in Investing53:05 - What if The Iran War Ends Soon?53:58 - Rapid Fire

    1 hr 2 min
  • WORST Day for Markets Since April 2025, Google, Microsoft, SoFi, Amazon CRUSH | 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 - Intro02:04 - Sentiment & Macro around the selloff14:50 - Google Earnings29:00 - Amazon Earnings38:40 - NVDA funding a Neocloud42:50 - Microsoft Earnings49:19 - SoFi Earnings

    1 hr 3 min
  • The Stock Market LOSES 2 TRILLION, SpaceX and Meta CRUSH, Is CoreWeave Going Under | 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 - 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 - Jensen on Memory

    1 hr 11 min
  • CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | 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 - Intro02:00 - AI trade cracking this week08:30 - Anthropic Revenue Numbers18:20 - CoreWeave Bonds41:30 - Rocketlab, Pepsi, McDonalds50:23 - Tesla Flying Car

    1 hr 14 min
  • Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | 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 - 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 - Google

    1 hr 14 min

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