In this episode, Martin analyzes Walmart’s valuation and explains why he believes it signals a broader market shift toward caution and liquidity. He also reviews Reddit’s recent earnings, interpreting them as a warning sign for speculative stocks and overvalued growth plays.

In this episode, Martin examines Berkshire Hathaway’s record $382 billion cash position and what it signals about market sentiment and opportunity. Through a compilation of key investing insights from recent streams, he shares the lessons and “gems” he believes are most relevant for navigating today’s uncertain environment.

In this episode, Martin reveals which meme stock he’s currently long on and explains the reasoning behind the position. He also provides an analysis of Taiwan Semiconductor, discusses recent developments with Tesla and Apple, and ties these insights into his broader market strategy.

In this episode, Martin reflects on growing market uncertainty and the idea that “nothing is safe anymore.” He highlights why he sees Biohaven as having 3x potential, conducts a detailed analysis of Berkshire Hathaway’s stock, and shares updated perspectives on Apple and Meta within the broader market context.

In this episode, Martin evaluates whether Meta has become a clear buying opportunity at its current valuation. He compares Meta’s positioning to Google, Apple, and Nvidia, offering his stock forecasts for each and outlining the key factors driving his outlook on big tech performance.

In this episode, Martin draws parallels between Intel’s historical rise and Nvidia’s current trajectory, highlighting the patterns that concern him as an investor. He provides an in-depth stock analysis of Nvidia, discusses potential risks ahead, and offers updated thoughts on SPRB and its place in his broader market view.

In this episode, Martin discusses his latest options trade on CAPR and how he’s positioning ahead of potential market moves. He reviews new data related to Summit stock and examines Nvidia’s growing involvement in quantum computing, outlining how these developments could shape his upcoming strategies.

In this episode, Martin reacts to new BTQ contract developments that have raised concerns about his position. He discusses the implications of the news for Quantum, explores the role of elliptic curve cryptography in modern finance, and connects these concepts to the broader outlook for Bitcoin.

In this episode, Martin reviews Intellia’s recent performance and explains why the outlook doesn’t appear promising. He discusses his upcoming short thesis on CAPR and provides a detailed analysis of Summit stock, focusing on valuation, catalysts, and potential risks.

In this episode, Martin points to a Korean stock he believes deserves close attention and explains why he’s bullish on RVMD and Nvidia’s AI GPU positioning. He also references insights from Nassim Taleb to frame his broader perspective on market risk and asymmetric opportunity.