Market Bytes

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 December 2025

05:11 Best and worst performers

08:14 Overall thoughts

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

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 November 2025

03:46 Trading Update

08:26 Best and worst performers

11:41 Overall thoughts

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

A couple months ago I added long-dated PINS calls to my trading account, and since then the position has really tanked. In this video I break down what’s going on with the position, what happened, and what I could’ve done better to manage the trade. Also, Stanley Druckenmiller agrees.00:00 PINS position update10:51 Don’t buy broken charts w/ Stanley Druckenmiller14:44 How this applies to my long-term portfolio

✅ Try out the stock research automation tool I built for myself: https://stockbytes.io

Tech stocks have been selling off and Nvidia just reported earnings. We break it down in this video.

00:00 Nvidia (NVDA) earnings

12:42 Bull and bear cases for NVDA

18:00 Beware of too much content

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Alpha Picks performance update as of November 2025

00:00 Alpha Picks overall Performance

02:29 Strategy 2 Performance

04:40 Strategy 3 Performance

07:07 Strategy 4 Performance

08:47 Overall thoughts as of November 2025

11:23 Black Friday Sale

Another wild week of earnings and watching the market start to cool off. In this video we break down 3 critical numbers from 3 earnings reports from stocks in my portfolio: Cloudflare (NET), Palantir (PLTR), and Amazon (AMZN). Also, we talk about why price action after earnings sometimes doesn’t seem to make sense.

00:00 NET earnings

04:08 PLTR earnings

09:19 AMZN earnings

12:39 Understanding price action after earnings

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 October 2025

04:22 Stocks I bought and sold

12:02 Best and worst performers

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

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

✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge