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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 - Nvidia Earnings09:00 - Ed Zitron Blocks Steve23:32 - SaaS is Back33:50 - GTA 645:00 - Meta50:30 - Steve Wants To Buy a New Stock1:02:00 - The Fed
Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant Approach17:00 - How A Quant makes decisions23:24 - Day Trading31:00 - AI implications for quants34:15 - Tokenization38:00 - Perps vs Options44:25 - QFEX
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 - Intro03:04 - Nebius and Coreweave08:00 - New Nvidia Deal20:31 - Burry37:25 - Software is back46:00 - Bill Ackman58:00 - Sports Gambling
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 - skip or embrace the cringe04:05 - palantir earnings15:44 - zeta18:34 - burry shorting26:40 - bezos selling amazon29:25 - macro35:35 - amd 37:45 - space x45:30 - nvidia earnings
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 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft Earnings24:32 - META Earnings33:27 - Software 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/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod
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/basispointpod
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 Birthday!02:15 - Oil Coming Down04:40 - Kevin Warsh's First Meeting As Fed Chair17:20 - SpaceX IPO23:55 - Retail Investors and Mag 7 34:48 - Software Stocks46:15 - Snapchat Glasses57:40 - Bernie Sanders New AI Legislation1:02:50 - Stock DraftHow this was made
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 - Intro02:12 - SpaceX IPO09:15 - Tech Stock Dump20:30 - Jobs Data26:00 - LLM Model Costs Going Down32:20 - AVGO Earnings & Looking at Tech Multiples45:00 - ORCL Earnings56:37 - Amazon...
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