Market Bytes

Palantir is at a 600+ P/E and I just added it to my portfolio. We talk about why in this video.

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Robinhood (HOOD) had a big announcement last week about stock tokens, and it highlighted the one issue I have with the company. We break it down in this video.

00:00 Robinhood announces stock tokens

04:34 Here's my one issue

08:30 Is Robinhood a scam?

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❄️ 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 June 2025

03:45 What I bought and sold this month

05:32 Best and worst performers

08:30 Overall thoughts on the previous month

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Alpha Picks performance update for June 2025

00:00 Alpha Picks overall Performance

02:09 Strategy 2 Performance

03:33 Strategy 3 Performance

05:08 Strategy 4 Performance

06:24 Overall thoughts for June 2025

Jim Osman's article - https://www.forbes.com/sites/jimosman/2025/06/22/why-wars-rarely-kill-bull-markets-the-contrarian-case-for-stocks/

With the conflict in the middle east ramping up over the weekend, it's a good time to consider how much of this news is meaningful for most every day investors and if it means the market will be coming down again.

00:00 - Market expectations from the Middle East conflict

06:22 - Jim Osman's article

09:11 - How should we handle this?

Coinbase (COIN) is the best fintech stock in the market. In this video we break down their business, and I tell you why.

00:00 Analyzing Coinbase

07:39 Coinbase & Revenue Diversification

11:57 Competition and Risks

18:00 Operations and Valuation

25:14 Overall thoughts

Apple's AI strategy has been a hot topic for about 2 years. The Wall Street Journal recently published part of an interview with a couple of their leaders and Apple just had their WWDC 25 developer conference. In this video we break down parts of both and talk about my thoughts on their AI strategy and the stock overall.

00:00 Apple execs defend their AI Strategy to WSJ

08:25 Some highlights from WWDC 25

10:36 What are my overall thoughts on AAPL

Palantir (PLTR) is a stock I've mostly ignored because I really didn't understand what they did. But it's one of the most talked about stocks in the market and is up 450%+ over the last 12 months. In this video we do a deep drive on Palantir's business, and I talk about what I found.

00:00 Analyzing Palantir

06:01 Understanding Palantir's business

13:41 Competition and Risks

19:43 Operations and Valuation

21:59 Overall thoughts

Watch the Foundry demo from Citi Wealth Management from AIPCon: https://youtu.be/nQW4dPh1Vzs?si=Vole0vieibjAsp2r&t=5818

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, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.

00:00 Portfolio Performance for May 2025

04:56 What I bought and sold this month

07:18 Best and worst performers

09:42 Overall thoughts on the previous month

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

After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well.

00:00 Nvidia’s latest earnings and biggest risk

07:05 Nvidia’s NVLink announcement

08:56 Thoughts on Salesforce (CRM)

11:26 Thoughts on Broadcom (AVGO)

12:55 Thoughts on FICO

16:05 Why P/E and other valuation metrics don’t always work

23:04 Question what you know