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(00:00:00) Intro and Disclaimer(00:02:45) Steve's Small Account Update (Zeta, BMR options)

(00:06:23) Matt's Portfolio Update (Symbotic, SoFi, TQQQ)(00:11:47) Matt's Planned Moves: Microsoft, CrowdStrike, SoFi

(00:20:52) Educational Segment: What does "Assigned" mean in options?

(00:30:30) Philosophy on Selling: Terminal Value vs. Current Price

(00:44:54) Looking at Oracle and PayPal as Value Plays

(00:52:55) Oracle Debt and Valuation Analysis

(01:06:18) Luxury Watches: Investments or Just "Drip"?

(01:16:15) The "All-In" Podcast Drama & Jason Calacanis

(01:22:36) Breaking News: Joseph Carlson Unblocked Steve

(01:27:52) Costco Valuation vs. Amazon

(01:33:29) Matt’s Rocket Lab Merch Collection

(01:47:47) Rapid Fire Q&A: Bagels, Bitcoin, and Breitling

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