Show Notes
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro01:40 - All Bird Goes AI 02:55 - Iran War Ending11:20 - Mag 7 are not the Lag 7 anymore17:45 - Amazon could be the best Mag 7 22:58 - MSFT Selloff26:02 - Neoclouds 31:05 - SaaS Selloff36:58 - Palantir42:34 - Upcoming IPOs
More from Basis Points
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro02:00 - AI trade cracking this week08:30 - Anthropic Revenue Numbers18:20 - CoreWeave Bonds41:30 - Rocketlab, Pepsi, McDonalds50:23 - Tesla Flying Car
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Steve's Real Estate Skills08:55 - Micron Earnings 27:00 - Why not buy Micron?41:22 - Nvidia53:18 - Zeta1:01:41 - Nike1:03:07 - Trump's AI Dinner1:07:08 - Google
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Meta 17:00 - Companies partnering with Muse25:00 - Apple missed the mark33:25 - Amazon39:00 - AMD45:00 - Mount Rushmore of CEOs47:20 - Bond Yields
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro03:12 - Apple iPhone Duo11:50 - AI Safety26:50 - Dreamforce29:00 - The Fed Debate57:35 - Where does the market go with rate hikes
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod 00:00 - Intro02:15 - Tesla Event20:05 - Market Ignoring Bad News35:50 - Broadcom Earnings45:50 - Meta51:00 - Robinhood