Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ

(00:00:00) Intro, mouse issues, and disclaimer

(00:01:37) Recap of Amit’s meetup and the cigar bar

(00:08:14) Basis Points podcast launch and SoFi news

(00:15:33) Discussing Tevis and Tanner’s interview with Anthony Noto

(00:22:07) Thoughts on buying SoFi stock

(00:28:48) Riff on the Bears and Hyperscaler CapEx

(00:36:18) Amazon earnings and portfolio strategy

(00:41:35) Elon Musk interview, orbital data centers, and space constraints

(00:52:43) AI Agents, "Ultron," and the future of work

(01:02:13) Market outlook: Did we hit a bottom?

(01:06:22) Crypto market outlook and forced liquidations

(01:25:24) Deep dive on PayPal: "Vulture" investing and financials

(01:46:44) Live analysis of Axon Enterprise

(01:52:18) Super Bowl picks and gym banter

(02:16:29) Figuring out what Starbucks Stars are

(02:35:01) Wishlist for future Basis Points guests

(02:41:27) Closing remarks and plans for tomorrow

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