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

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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