On this episode of Chit Chat Stocks, we break down the Anthropic S-1 released today. This will serve as the Wednesday episode for this week! We discuss:
 
(00:00) - Introduction
(03:09) - Breakdown of Anthropic's consumption-based versus subscription-based revenue model.
(11:28) - Analysis of compute costs and required spending commitments with major cloud providers.
(16:44) - Review of Anthropic's balance sheet and clarification on cash burn rumors.
(19:05) - Highlights of staggering S1 statistics, including an approximate 900% net revenue retention rate.
(25:04) - Discussion on the company's $6.6 million revenue per employee and expanding margins.
(28:37) - Deep dive into financial statements, convertible notes charges, and operating profitability.
(34:45) - Concerns regarding corporate governance, five classes of stock, and the Public Benefit Corporation structure.
(41:15) - Debate on whether Anthropic has a durable competitive moat or just a temporary technological lead.
(49:23) - Identification of key risks, particularly the heavy reliance on cloud competitors for infrastructure.
(52:32) - Final verdicts on whether they would buy the stock and expectations for the IPO valuation.
(58:08) - Breakdown of the ultimate winners and losers from the S1 release, including Amazon and NVIDIA. 
*****************************************************
Subscribe to our newsletter and join our interactive chat community: <a href="http://emergingmoats.com">emergingmoats.com</a> 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
<a href="https://www.interactivebrokers.com/">https://www.interactivebrokers.com/</a> 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat">⁠https://fiscal.ai/chitchat</a> 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

On this episode of Chit Chat Stocks, we break down the Anthropic S-1 released today. This will serve as the Wednesday episode for this week! We discuss: (00:00) - Introduction (03:09) - Breakdown of Anthropic's consumption-based versus subscription-based revenue model. (11:28) - Analysis of compute costs and required spending commitments with major cloud providers. (16:44) - Review of Anthropic's balance sheet and clarification on cash burn rumors. (19:05) - Highlights of staggering S1 statistics, including an approximate 900% net revenue retention rate. (25:04) - Discussion on the company's $6.6 million revenue per employee and expanding margins. (28:37) - Deep dive into financial statements, convertible notes charges, and operating profitability. (34:45) - Concerns regarding corporate governance, five classes of stock, and the Public Benefit Corporation structure. (41:15) - Debate on whether Anthropic has a durable competitive moat or just a temporary technological lead. (49:23) - Identification of key risks, particularly the heavy reliance on cloud competitors for infrastructure. (52:32) - Final verdicts on whether they would buy the stock and expectations for the IPO valuation. (58:08) - Breakdown of the ultimate winners and losers from the S1 release, including Amazon and NVIDIA. ***************************************************** Subscribe to our newsletter and join our interactive chat community: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we break down the Anthropic S-1 released today. This will serve as the Wednesday episode for this week! We discuss:
 
(00:00) - Introduction
(03:09) - Breakdown of Anthropic's consumption-based versus subscription-based revenue model.
(11:28) - Analysis of compute costs and required spending commitments with major cloud providers.
(16:44) - Review of Anthropic's balance sheet and clarification on cash burn rumors.
(19:05) - Highlights of staggering S1 statistics, including an approximate 900% net revenue retention rate.
(25:04) - Discussion on the company's $6.6 million revenue per employee and expanding margins.
(28:37) - Deep dive into financial statements, convertible notes charges, and operating profitability.
(34:45) - Concerns regarding corporate governance, five classes of stock, and the Public Benefit Corporation structure.
(41:15) - Debate on whether Anthropic has a durable competitive moat or just a temporary technological lead.
(49:23) - Identification of key risks, particularly the heavy reliance on cloud competitors for infrastructure.
(52:32) - Final verdicts on whether they would buy the stock and expectations for the IPO valuation.
(58:08) - Breakdown of the ultimate winners and losers from the S1 release, including Amazon and NVIDIA. 
*****************************************************
Subscribe to our newsletter and join our interactive chat community: <a href="http://emergingmoats.com" rel="noopener noreferrer">emergingmoats.com</a>&nbsp;
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:&nbsp;
<a href="https://www.interactivebrokers.com/" rel="noopener noreferrer">https://www.interactivebrokers.com/</a>&nbsp;
Interactive Brokers is a member of SIPC.&nbsp;
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.&nbsp;
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat" rel="noopener noreferrer">⁠https://fiscal.ai/chitchat</a>&nbsp;
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

EMERGENCY ANTHROPIC S-1 BREAKDOWN

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more.
 
(00:00) Introduction
(02:29) Initial impressions of Muse and consumer AI agents
(09:27) AI impact on the travel industry and online booking
(20:38) Risks to Google search and advertising revenue
(33:39) AI in online shopping and consumer behavior
(43:52) Insurance, banking, and financial services in the AI era
(58:46) The broader implications for legacy internet businesses
(01:08:36) Final thoughts on AI adoption and market risks
 
*****************************************************
Subscribe to our newsletter, Emerging Moats: <a href="http://emergingmoats.com">⁠emergingmoats.com⁠</a> 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
<a href="https://www.interactivebrokers.com/">⁠https://www.interactivebrokers.com/⁠</a> 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat">⁠⁠https://fiscal.ai/chitchat⁠</a> 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more. (00:00) Introduction (02:29) Initial impressions of Muse and consumer AI agents (09:27) AI impact on the travel industry and online booking (20:38) Risks to Google search and advertising revenue (33:39) AI in online shopping and consumer behavior (43:52) Insurance, banking, and financial services in the AI era (58:46) The broader implications for legacy internet businesses (01:08:36) Final thoughts on AI adoption and market risks ***************************************************** Subscribe to our newsletter, Emerging Moats: ⁠emergingmoats.com⁠ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more.
 
(00:00) Introduction
(02:29) Initial impressions of Muse and consumer AI agents
(09:27) AI impact on the travel industry and online booking
(20:38) Risks to Google search and advertising revenue
(33:39) AI in online shopping and consumer behavior
(43:52) Insurance, banking, and financial services in the AI era
(58:46) The broader implications for legacy internet businesses
(01:08:36) Final thoughts on AI adoption and market risks
 
*****************************************************
Subscribe to our newsletter, Emerging Moats: <a href="http://emergingmoats.com" rel="noopener noreferrer">⁠emergingmoats.com⁠</a>&nbsp;
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:&nbsp;
<a href="https://www.interactivebrokers.com/" rel="noopener noreferrer">⁠https://www.interactivebrokers.com/⁠</a>&nbsp;
Interactive Brokers is a member of SIPC.&nbsp;
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.&nbsp;
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat" rel="noopener noreferrer">⁠⁠https://fiscal.ai/chitchat⁠</a>&nbsp;
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
 
<ul>
 <li> </li><li>(00:00) - Introduction </li>

 <li> </li><li>(01:42) - Hermes stock drop and the luxury market </li>

 <li> </li><li>(07:19) - Tech versus defensives valuation chart discussion </li>

 <li> </li><li>(18:36) - Brazilian elections and Latin American stocks (Mercado Libre, Inter, Nubank) </li>
 <li>(25:09) - Uber's $2.3 billion acquisition of Easy Cater </li>

</ul>
<ul>
 <li> </li><li>(32:41) - Small Cap of the Week: EVI Industries </li>

 <li> </li><li>(35:59) - Schneider Electric's acquisition of PTC </li>

 <li> </li><li>(39:46) - Trump accounts and gifting individual stocks to children </li>

 <li> </li><li>(43:17) - Warren Buffett's YouTube viewing habits </li>

 <li> </li><li>(46:06) - Constellation Brands earnings and beer shipment volumes </li>

 <li> </li><li>(49:39) - Oura Ring shelving its IPO </li>

 <li> </li><li>(54:43) - Small Cap of the Week: Mama's Creations </li>

</ul>
 
 
*****************************************************
Email us: <a href="mailto:chitchatmoneypodcast@gmail.com">chitchatmoneypodcast@gmail.com</a> 
Subscribe to our newsletter and join our FREE chat community: <a href="http://emergingmoats.com">emergingmoats.com</a> 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
<a href="https://www.interactivebrokers.com/">https://www.interactivebrokers.com/</a> 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat">⁠https://fiscal.ai/chitchat</a> 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) - Introduction (01:42) - Hermes stock drop and the luxury market (07:19) - Tech versus defensives valuation chart discussion (18:36) - Brazilian elections and Latin American stocks (Mercado Libre, Inter, Nubank) (25:09) - Uber's $2.3 billion acquisition of Easy Cater (32:41) - Small Cap of the Week: EVI Industries (35:59) - Schneider Electric's acquisition of PTC (39:46) - Trump accounts and gifting individual stocks to children (43:17) - Warren Buffett's YouTube viewing habits (46:06) - Constellation Brands earnings and beer shipment volumes (49:39) - Oura Ring shelving its IPO (54:43) - Small Cap of the Week: Mama's Creations ***************************************************** Email us: chitchatmoneypodcast@gmail.com Subscribe to our newsletter and join our FREE chat community: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
 
<ul>
 <li> </li><li>(00:00) - Introduction </li>

 <li> </li><li>(01:42) - Hermes stock drop and the luxury market </li>

 <li> </li><li>(07:19) - Tech versus defensives valuation chart discussion </li>

 <li> </li><li>(18:36) - Brazilian elections and Latin American stocks (Mercado Libre, Inter, Nubank) </li>
 <li>(25:09) - Uber's $2.3 billion acquisition of Easy Cater </li>

</ul>
<ul>
 <li> </li><li>(32:41) - Small Cap of the Week: EVI Industries </li>

 <li> </li><li>(35:59) - Schneider Electric's acquisition of PTC </li>

 <li> </li><li>(39:46) - Trump accounts and gifting individual stocks to children </li>

 <li> </li><li>(43:17) - Warren Buffett's YouTube viewing habits </li>

 <li> </li><li>(46:06) - Constellation Brands earnings and beer shipment volumes </li>

 <li> </li><li>(49:39) - Oura Ring shelving its IPO </li>

 <li> </li><li>(54:43) - Small Cap of the Week: Mama's Creations </li>

</ul>
 
 
*****************************************************
Email us: <a href="mailto:chitchatmoneypodcast@gmail.com" rel="noopener noreferrer">chitchatmoneypodcast@gmail.com</a>&nbsp;
Subscribe to our newsletter and join our FREE chat community: <a href="http://emergingmoats.com" rel="noopener noreferrer">emergingmoats.com</a>&nbsp;
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:&nbsp;
<a href="https://www.interactivebrokers.com/" rel="noopener noreferrer">https://www.interactivebrokers.com/</a>&nbsp;
Interactive Brokers is a member of SIPC.&nbsp;
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.&nbsp;
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat" rel="noopener noreferrer">⁠https://fiscal.ai/chitchat</a>&nbsp;
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Brazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER

On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss: 
 
(00:00) Introduction
(04:50) History of Rollins and its founder, Otto Orkin
(11:07) The evolution of Rollins' business model and growth strategy
(14:48) Industry overview: size, competition, and customer demand
(20:03) Resilience of the pest control industry through economic cycles
(24:55) Details of Rollins' acquisition approach and portfolio management
(30:06) Financials: margins, costs, and operational efficiency
(37:04) Valuation analysis and why the stock has fallen
(45:01) Risks and opportunities: AI, digital marketing, and market dynamics
(54:59) Conclusion: Is Rollins a good investment today?
 
*****************************************************
Subscribe to our newsletter and join our interactive chat community: <a href="http://emergingmoats.com">emergingmoats.com</a> 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
<a href="https://www.interactivebrokers.com/">https://www.interactivebrokers.com/</a> 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat">⁠https://fiscal.ai/chitchat</a> 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss: (00:00) Introduction (04:50) History of Rollins and its founder, Otto Orkin (11:07) The evolution of Rollins' business model and growth strategy (14:48) Industry overview: size, competition, and customer demand (20:03) Resilience of the pest control industry through economic cycles (24:55) Details of Rollins' acquisition approach and portfolio management (30:06) Financials: margins, costs, and operational efficiency (37:04) Valuation analysis and why the stock has fallen (45:01) Risks and opportunities: AI, digital marketing, and market dynamics (54:59) Conclusion: Is Rollins a good investment today? ***************************************************** Subscribe to our newsletter and join our interactive chat community: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss: 
 
(00:00) Introduction
(04:50) History of Rollins and its founder, Otto Orkin
(11:07) The evolution of Rollins' business model and growth strategy
(14:48) Industry overview: size, competition, and customer demand
(20:03) Resilience of the pest control industry through economic cycles
(24:55) Details of Rollins' acquisition approach and portfolio management
(30:06) Financials: margins, costs, and operational efficiency
(37:04) Valuation analysis and why the stock has fallen
(45:01) Risks and opportunities: AI, digital marketing, and market dynamics
(54:59) Conclusion: Is Rollins a good investment today?
 
*****************************************************
Subscribe to our newsletter and join our interactive chat community: <a href="http://emergingmoats.com" rel="noopener noreferrer">emergingmoats.com</a>&nbsp;
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:&nbsp;
<a href="https://www.interactivebrokers.com/" rel="noopener noreferrer">https://www.interactivebrokers.com/</a>&nbsp;
Interactive Brokers is a member of SIPC.&nbsp;
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.&nbsp;
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat" rel="noopener noreferrer">⁠https://fiscal.ai/chitchat</a>&nbsp;
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Exterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
 
(00:00) Introduction
(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day
(04:18) Nike Earnings & Strategy Review
(12:54) AI Agent Landscape & Funding Round Updates
(17:47) Muse, Agent Commerce, & Online Platform Moats
(29:06) "Compounders" Trading at Multi-Year Valuation Lows
(39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul
(51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield
(53:40) AI Bubble Watch: Burry's Puts & GPU Leverage
(58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen
*****************************************************
Email us with any questions: <a href="mailto:chitchatmoneypodcast@gmail.com">chitchatmoneypodcast@gmail.com</a> 
Subscribe to our newsletter and join our FREE chat community: <a href="http://emergingmoats.com">emergingmoats.com</a> 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
<a href="https://www.interactivebrokers.com/">https://www.interactivebrokers.com/</a> 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat">⁠https://fiscal.ai/chitchat</a> 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:06) Meta Poaches MongoDB CEO Ahead of Investor Day (04:18) Nike Earnings & Strategy Review (12:54) AI Agent Landscape & Funding Round Updates (17:47) Muse, Agent Commerce, & Online Platform Moats (29:06) "Compounders" Trading at Multi-Year Valuation Lows (39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul (51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield (53:40) AI Bubble Watch: Burry's Puts & GPU Leverage (58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen ***************************************************** Email us with any questions: chitchatmoneypodcast@gmail.com Subscribe to our newsletter and join our FREE chat community: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
 
(00:00) Introduction
(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day
(04:18) Nike Earnings &amp; Strategy Review
(12:54) AI Agent Landscape &amp; Funding Round Updates
(17:47) Muse, Agent Commerce, &amp; Online Platform Moats
(29:06) "Compounders" Trading at Multi-Year Valuation Lows
(39:09) FICO's 72% Drawdown &amp; Mortgage Scoring Overhaul
(51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield
(53:40) AI Bubble Watch: Burry's Puts &amp; GPU Leverage
(58:19) Live Chat Q&amp;A: Crypto Threats to Remitly &amp; Interest Rates on Adyen
*****************************************************
Email us with any questions: <a href="mailto:chitchatmoneypodcast@gmail.com" rel="noopener noreferrer">chitchatmoneypodcast@gmail.com</a>&nbsp;
Subscribe to our newsletter and join our FREE chat community: <a href="http://emergingmoats.com" rel="noopener noreferrer">emergingmoats.com</a>&nbsp;
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:&nbsp;
<a href="https://www.interactivebrokers.com/" rel="noopener noreferrer">https://www.interactivebrokers.com/</a>&nbsp;
Interactive Brokers is a member of SIPC.&nbsp;
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.&nbsp;
Use our LINK and get 15% off any premium plan: <a href="https://fiscal.ai/chitchat" rel="noopener noreferrer">⁠https://fiscal.ai/chitchat</a>&nbsp;
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
 Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ

Netflix earnings, high frequency thievery, our first interview, and trick-or-treat with JD.com

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp">https://anchor.fm/app</a>

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Netflix earnings, high frequency thievery, our first interview, and trick-or-treat with JD.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chit-chat-money/support

Netflix earnings, high frequency thievery, our first interview, and trick-or-treat with JD.com

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp" rel="noopener noreferrer">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="noopener noreferrer">https://anchor.fm/chit-chat-money/support</a>

Netflix Earnings, High Frequency Trading, and our first interview with Wells Fargo Advisor Sean McGowan

We talk Square, Sears, PayPal, and other important investing news

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

We talk Square, Sears, PayPal, and other important investing news --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chit-chat-money/support

We talk Square, Sears, PayPal, and other important investing news

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp" rel="noopener noreferrer">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="noopener noreferrer">https://anchor.fm/chit-chat-money/support</a>

Market Pullback, Square, Sears, and an Esports update

We talk Tesla, GE, private companies we like, and play fun news and stock games.

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

We talk Tesla, GE, private companies we like, and play fun news and stock games. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chit-chat-money/support

We talk Tesla, GE, private companies we like, and play fun news and stock games.

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp" rel="noopener noreferrer">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="noopener noreferrer">https://anchor.fm/chit-chat-money/support</a>

Episode 2 - Tesla, GE, Draft with Private Companies, and More

In this episode we talk about the impact of Instagram co-founders Kevin Systrom and Mike Krieger leaving Facebook as well as another data breach exposing user information (0:58). Segments include Millennial's ruin everything (5:45), Stay Hot with Pot Stocks (7:15), Stock Draft with tech companies (13:10), and FMK with Disney, Spotify, and Netflix (25:35).

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="payment">https://anchor.fm/chit-chat-money/support</a>

In this episode we talk about the impact of Instagram co-founders Kevin Systrom and Mike Krieger leaving Facebook as well as another data breach exposing user information (0:58). Segments include Millennial's ruin everything (5:45), Stay Hot with Pot Stocks (7:15), Stock Draft with tech companies (13:10), and FMK with Disney, Spotify, and Netflix (25:35). --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chit-chat-money/support

In this episode we talk about the impact of Instagram co-founders Kevin Systrom and Mike Krieger leaving Facebook as well as another data breach exposing user information (0:58). Segments include Millennial's ruin everything (5:45), Stay Hot with Pot Stocks (7:15), Stock Draft with tech companies (13:10), and FMK with Disney, Spotify, and Netflix (25:35).

--- 

This episode is sponsored by 
· Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/s/80daf04/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp" rel="noopener noreferrer">https://anchor.fm/app</a>

Support this podcast: <a href="https://anchor.fm/chit-chat-money/support" rel="noopener noreferrer">https://anchor.fm/chit-chat-money/support</a>

Facebook News, Stay Hot with Pot Stocks, and more

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

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