Market Bytes

Alpha Picks performance update for May 2025

00:00 Alpha Picks overall Performance

02:25 Strategy 2 Performance

03:51 Strategy 3 Performance

05:34 Strategy 4 Performance

07:14 Overall thoughts for May 2025

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

Snowflake just reported earnings and the market loved it, so we’re breaking down their latest report. Also, I talk through my portfolio performance versus the QQQ.

00:00 Snowflake’s latest earnings report

07:16 Common criticisms of Snowflake

11:16 My portfolio vs the QQQ

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

With the market back up close to all-time highs, I decided to sell out of 2 long-held positions completely. We go over it in this video.

00:00 Why I sold McDonald’s (MCD)

05:20 Why I sold American Express (AXP)

10:07 What I’m preparing for in the market

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

There’s one particular stock in my portfolio that I get excited about more than any other. That stock is Cloudflare (NET). In this video we break down their latest earnings and announcements, and I explain why I think they have so much long-term potential.00:00 Cloudflare's latest earnings07:22 Recent announcements11:33 Cloudflare’s long-term potential

Check out the All-In segment on Google: https://youtu.be/g6HSFCQQ6O0?si=fXLDY46_ktqHqWj9&t=1969Is Google a dying company? Or an undervalued generational buying opportunity? We break it down in this video.00:00 Recent news about Google07:55 Strengths and Concerns for Google15:29 What are my thoughts on the stock now?

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 April 2025

02:33 Dividend income & What I bought and sold

06:23 Best and worst performers

08:09 Overall thoughts on the previous month

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

Earnings season is in full gear and we break down the latest from these 4 companies - Google (GOOGL), Meta Platforms (META), Amazon (AMZN), and Apple (AAPL).

00:00 Google’s earnings

10:46 Meta’s earnings

17:45 Amazon’s earnings

25:33 Apple’s earnings

Alpha Picks performance update for April 2025

00:00 Alpha Picks overall Performance

02:27 Strategy 2 Performance

03:56 Strategy 3 Performance

05:34 Strategy 4 Performance

07:35 Overall thoughts for April 2025

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

Earnings season is starting and we break down the latest from these 3 companies - UnitedHealth (UNH), Taiwan Semiconductor (TSM), and American Express (AXP).00:00 UnitedHealth’s earnings08:34 Taiwan Semiconductor’s earnings15:35 American Express’ earnings23:07 General thoughts on the market right now

📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/go/seekingalpha

New export restrictions will prevent Nvidia from selling their H-20 GPUs to China. What does it mean for their future? We talk through it in this video.

00:00 New GPU restrictions to China

08:07 What does this mean?

10:41 What are my thoughts?