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 - Intro00:25 - Reflections on the SoFi and Zeta Podcast06:02 - SaaS is Back15:59 - Stocks We Bought This Week24:20 - Invest then Investigate39:40 - Following Trump48:05 - META53:55 - Bitcoin

Thank you to David Steinberg for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodDavid Steinberg - https://x.com/dsteinberg1000000:00 - David's Early Career06:30 - The Infamous Board Meeting20:00 - Is SaaS Coming Back?34:20 - How Big Can Zeta Become? 34:50 - ROI on Marketing Spend from Customers 43:40 - Rapid Fire

Thank you for Anthony Noto for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodAnthony Noto - https://x.com/anthonynoto00:00 - Intro02:55 - SoFi's Stock Performance15:40 - SoFi's Critical Success Factors18:58 - SoFi USD29:15 - How Big Can SoFi Become?32:51 - SoFi Plus36:50 - SoFi being the AWS of Fintech43:45 - New Cash Revenue Metrics for SoFi51:25 - SoFi's Loan Book Platform 55:40 - Rapid Fire

Thank you to Karen for being on the show!

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 - Intro00:59 - Are Markets Getting Too Euphoric22:51 - Rocketlab All Time Highs29:15 - Stocks We Bought This Week37:30 - Cisco Blowout Quarter44:10 - Steve Buys Micron51:17 - The Future of Humanoids1:04:11 - Trump Is Buying Stocks1:06:55 - Thrive Buys Shopify 1:13:20 - Next Week Preview

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 - Intro04:24 - Palantir12:30 - Semis Rally37:56 - AMD40:46 - Reddit47:20 - Space X and Anthropic56:41 - Amazon

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 - Intro 00:30 - Meta11:40 - Google17:24 - Microsoft24:35 - Amazon31:15 - Apple36:50 - Robinhood41:00 - SoFi55:30 - Intel and Chip 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/basispointpodJay - https://www.infracapfunds.com/leadership00:00 - Intro 00:39 - Jay's ETFs04:35 - Do Covered Calls work on Tech?10:45 - Best Option Strategies17:51 - Pushback on Option Selling28:08 - The Oil Trade33:50 - Three Rate Cuts This Year & The Fed Discussion43:45 - S&P Target for end of year50:30 - Momentum Trades

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 - Intel Earnings05:44 - Tesla Earnings13:08 - Service Now Earnings27:30 - Kevin Warsh Next Fed Chair34:15 - Congressional Trading36:35 - Big Tech Earnings Preview51:00 - Pump or Dump

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 - Intro01:40 - All Bird Goes AI 02:55 - Iran War Ending11:20 - Mag 7 are not the Lag 7 anymore17:45 - Amazon could be the best Mag 7 22:58 - MSFT Selloff26:02 - Neoclouds 31:05 - SaaS Selloff36:58 - Palantir42:34 - Upcoming IPOs