10 juli 2026
74 min
Meta Enters The Neocloud Race, Micron Destroys Earnings, Rate Hikes Coming? | 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 - Intro02:10 - Micron's Earnings and Sentiment Shift14:11 - Meta Compute25:20 - Burry Long Draftkings29:15 - Palantir's Open Source Push46:35 - Trump and Iran54:46 - The Fed1:01:10 - Sectors besides TechAsk
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Basis Points
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24 juli 2026
Google CRUSHES Earnings, Micron and Nebius Go Down, Will CapEx Spend Continue | Basis Points
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The Stock Market Is Confusing | Basis Points
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The Fed Is Wrong & The Market Knows It | Basis Points
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10 juli 2026
SpaceX Has A MONSTER IPO, But Tech Still Sells Off | Basis Points
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10 juli 2026
Software Is Back & The Bulls Stay In Control | Basis Points
64 min
10 juli 2026
David Steinberg, CEO of Zeta | Basis Points
48 min
22 maj 2026
CEO of SoFi, Anthony Noto | Basis Points
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Karen Firestone - Aureus Assets Management
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15 maj 2026
The Stock Market just Keeps Going Up | Basis Points
79 min
11 maj 2026
The Semiconductors Can't Stop, AMD Keeps Winning, Palantir Has The Best Quarter Ever | Basis Points
66 min