Earnings are heating up and there’s a lot to talk about.

00:00 V earnings

06:42 CAT earnings

11:02 FI earnings

19:08 META earnings

31:38 GOOGL earnings

39:53 MSFT earnings

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As my method for picking stocks has evolved I’ve gotten a lot of questions about why I’m buying stocks at high valuations. In this video I talk about why I updated my approach and what I think has changed that makes valuation a less reliable predictor of future returns.00:00 Valuation not a primary factor for me03:23 Here’s what I think has changed07:23 What does it really mean?

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Earnings season has started and two of the most important companies related to AI have already reported. In this video we break down what’s in their earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different.

00:00 ASML’s earnings report

04:28 TSM’s earnings report

07:45 What these numbers mean

12:13 AI Demand vs Revenues

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The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal means for AMD, what it means for Nvidia (NVDA) and what it means for the AI trade as a whole.

00:00 AMD and OpenAI’s deal

04:46 How is it different from NVDA’s deal?

13:35 What does it mean for AMD, NVDA, and OpenAI?

15:44 What does it mean for the AI trade overall?

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Alpha Picks performance update for September 2025

00:00 Alpha Picks overall Performance

02:56 Strategy 2 Performance

04:38 Strategy 3 Performance

06:25 Strategy 4 Performance

08:03 Overall thoughts for September 2025

💰 Get $50 off Alpha Picks: https://buildinvestlive.com/go/saalphapicks

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for September 202506:37 Best and worst performers09:35 Overall thoughts on the previous month

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

I'm constantly trying to find ways to automate my stock research process and save myself time, so I added a new feature into StockBytes that helps you search stocks based on your custom ratings. We talk about that, new features being released, and the early offer pricing going away in this video.

00:00 My new way of finding stock ideas

02:53 Other new features for StockBytes

05:17 Early access pricing is ending

✅ Check out StockBytes (early access offer ends on Friday 10/3/25): https://stockbytes.io

✅ Get 15% off financial data plans from Financial Modeling Prep directly: https://buildinvestlive.com/go/fmp

Pinterest (PINS) is a stock I thought had some potential, but didn't want to add to my long-term portfolio. So instead, I bought LEAPS. We talk about it in this video.

00:00 Why am I buying options

02:49 My Thought Process on PINS

09:40 What I'm expecting going forward

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Intel (INTC) has been in the news a lot lately with both the U.S. Government and Nvidia taking equity stakes into the company. What does this mean for the stock and their future outlook? We break it down in this video

00:00 INTC has been in the news

05:48 INTC fundamentals

10:16 INTC outlook

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Adobe (ADBE) is a stock that everyone is talking about and it recently popped up in the StockBytes Top Rated list. In this video we break it down and talk about if it's going to get disrupted by AI or if it's all noise.00:00 Adobe's fundamentals are very good05:12 Will they get disrupted by AI?11:03 Future outlook for ADBE

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