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StoryTime w/ Steven Fiorillo
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g
(00:00:00) - Steven Fiorillo calls in the "troops" and jokes with Matt about his blue light-blocking shades.
(00:01:10) - Discussion begins on a recent social media post by Michael Burry ("Cassandra Unchained").
(00:01:59) - Matt reads Michael Burry's accusations regarding AI data center spending and "accounting tricks" by tech giants like Google, Meta, and Microsoft.
(00:05:20) - Steven explains his frustration with the claim that top-tier auditing firms would miss widespread accounting errors.
(00:09:00) - Lighthearted moment showing food photos sent by community members (Michelle and Ray).
(00:11:11) - Matt reads Steven's detailed public rebuttal to Michael Burry.
(00:15:35) - Analysis of Burry’s potential motives and the specifics of tech company depreciation schedules.
(00:18:13) - Financial comparison of capex vs. profitability for Apple vs. Microsoft.
(00:23:08) - Deep dive into cash from operations for the "Mag 7" companies to disprove the "bubble" narrative.
(00:46:25) - Teasing upcoming episodes and guests for the "Basis Points" podcast.
(01:13:41) - "Ned Flanders" (Tanner) joins the stream to discuss the upcoming heavy earnings week (Nvidia, Salesforce, etc.).
(01:33:14) - Tanner shares his "Sleep Tip of the Day" (the bed is only for sleeping).
(01:36:04) - Discussion on global investors holding a record $64.1 trillion in US financial assets.
(01:39:51) - Matt debuts a preview of an AI-driven investment analysis tool he has been "vibe coding."
(01:55:08) - Closing remarks and the hosts' plans for the evening (watching A Knight of the Seven Kingdoms).
Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
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By MattMoneyKeep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g
(00:00:00) - Steven Fiorillo calls in the "troops" and jokes with Matt about his blue light-blocking shades.
(00:01:10) - Discussion begins on a recent social media post by Michael Burry ("Cassandra Unchained").
(00:01:59) - Matt reads Michael Burry's accusations regarding AI data center spending and "accounting tricks" by tech giants like Google, Meta, and Microsoft.
(00:05:20) - Steven explains his frustration with the claim that top-tier auditing firms would miss widespread accounting errors.
(00:09:00) - Lighthearted moment showing food photos sent by community members (Michelle and Ray).
(00:11:11) - Matt reads Steven's detailed public rebuttal to Michael Burry.
(00:15:35) - Analysis of Burry’s potential motives and the specifics of tech company depreciation schedules.
(00:18:13) - Financial comparison of capex vs. profitability for Apple vs. Microsoft.
(00:23:08) - Deep dive into cash from operations for the "Mag 7" companies to disprove the "bubble" narrative.
(00:46:25) - Teasing upcoming episodes and guests for the "Basis Points" podcast.
(01:13:41) - "Ned Flanders" (Tanner) joins the stream to discuss the upcoming heavy earnings week (Nvidia, Salesforce, etc.).
(01:33:14) - Tanner shares his "Sleep Tip of the Day" (the bed is only for sleeping).
(01:36:04) - Discussion on global investors holding a record $64.1 trillion in US financial assets.
(01:39:51) - Matt debuts a preview of an AI-driven investment analysis tool he has been "vibe coding."
(01:55:08) - Closing remarks and the hosts' plans for the evening (watching A Knight of the Seven Kingdoms).
Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712