Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ
(00:00:00) Intro, mouse issues, and disclaimer
(00:01:37) Recap of Amit’s meetup and the cigar bar
(00:08:14) Basis Points podcast launch and SoFi news
(00:15:33) Discussing Tevis and Tanner’s interview with Anthony Noto
(00:22:07) Thoughts on buying SoFi stock
(00:28:48) Riff on the Bears and Hyperscaler CapEx
(00:36:18) Amazon earnings and portfolio strategy
(00:41:35) Elon Musk interview, orbital data centers, and space constraints
(00:52:43) AI Agents, "Ultron," and the future of work
(01:02:13) Market outlook: Did we hit a bottom?
(01:06:22) Crypto market outlook and forced liquidations
(01:25:24) Deep dive on PayPal: "Vulture" investing and financials
(01:46:44) Live analysis of Axon Enterprise
(01:52:18) Super Bowl picks and gym banter
(02:16:29) Figuring out what Starbucks Stars are
(02:35:01) Wishlist for future Basis Points guests
(02:41:27) Closing remarks and plans for tomorrow
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