Basis Points

Thank you for Anthony Noto for taking the time and joining!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodAnthony Noto - https://x.com/anthonynoto00:00 - Intro02:55 - SoFi's Stock Performance15:40 - SoFi's Critical Success Factors18:58 - SoFi USD29:15 - How Big Can SoFi Become?32:51 - SoFi Plus36:50 - SoFi being the AWS of Fintech43:45 - New Cash Revenue Metrics for SoFi51:25 - SoFi's Loan Book Platform 55:40 - Rapid Fire

Thank you to Karen for being on the show!

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 - Intro00:59 - Are Markets Getting Too Euphoric22:51 - Rocketlab All Time Highs29:15 - Stocks We Bought This Week37:30 - Cisco Blowout Quarter44:10 - Steve Buys Micron51:17 - The Future of Humanoids1:04:11 - Trump Is Buying Stocks1:06:55 - Thrive Buys Shopify 1:13:20 - Next Week Preview

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 - Intro04:24 - Palantir12:30 - Semis Rally37:56 - AMD40:46 - Reddit47:20 - Space X and Anthropic56:41 - Amazon

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 - Intro 00:30 - Meta11:40 - Google17:24 - Microsoft24:35 - Amazon31:15 - Apple36:50 - Robinhood41:00 - SoFi55:30 - Intel and Chip Stocks

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/basispointpodJay - https://www.infracapfunds.com/leadership00:00 - Intro 00:39 - Jay's ETFs04:35 - Do Covered Calls work on Tech?10:45 - Best Option Strategies17:51 - Pushback on Option Selling28:08 - The Oil Trade33:50 - Three Rate Cuts This Year & The Fed Discussion43:45 - S&P Target for end of year50:30 - Momentum Trades

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 - Intel Earnings05:44 - Tesla Earnings13:08 - Service Now Earnings27:30 - Kevin Warsh Next Fed Chair34:15 - Congressional Trading36:35 - Big Tech Earnings Preview51:00 - Pump or Dump

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

Thank you to Katie for being on!Katie - https://x.com/StocktonKatieAmit - https://x.com/amitisinvestingSteve - https://x.com/stevenfiorillo00:00 - Katie's background09:00 - Exiting Tech and Re-entering last year15:15 - Predicting the oil breakout20:00 - How quick information effects technical analysis21:20 - Are we in a bear market?26:30 - Gold and Silver29:55 - Crypto Winter?33:15 - Do the technicals always know?39:25 - AI and technicals41:27 - Why should people care about price action47:08 - PLTR and HOOD51:45 - Thematic Investing53:27 - Rapid Fire

Thank you to Shannon for being on!Shannon - https://www.nb.com/en/global/biograph...Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvesting00:00 - Intro00:35 - How Shannon got into Investing and Media08:50 - The Iran War and Inflation15:30 - Labor Markets17:05 - Advising Clients during a downturn24:11 - Healthcare27:30 - Emerging Markets33:50 - Will AI Change Everything41:55 - Agents45:40 - Why Countries Lend the US Money48:45 - Retail Investors Impact on Stocks55:10 - Staying in cash vs investing59:18 - Rapid Fire

Thank you to Vlad for being on!Vlad - https://x.com/vladtenevSteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro00:30 - What The Past 2 Years Have Been Like for Vlad07:30 - Robinhood's Origin Story13:10 - Financial Super App 17:25 - Robinhood's Platinum Card22:25 - Wealth Transfer28:56 - Implications of AI on Robinhood37:15 - Investing for a living45:40 - How Brokerages Have Changed over time49:15 - Prediction Markets55:50 - Financial Literacy for Youth59:25 - Vlad's Networth Changes 1:03:37 - Rapid Fire

Thank you to Dan for coming on!00:00 - Intro01:10 - What the past 5 years have been like for Dan06:45 - Palantir08:55 - Dealing with hate 11:25 - Palantir's Valuation15:38 - Tesla19:55 - AI Doomerism 21:50 - Microsoft25:49 - Nvidia29:57 - Cybersecurity32:40 - AI Bear case37:12 - Trump Admin 40:20 - SaaS Issues43:50 - Rapid Fire

Thank you to Josh for being on! 00:00 - Josh Intro 04:35 - Josh's Early Career in the boiler rooms13:20 - Josh's philosophy on managing money16:45 - Managing 2008 27:12 - What Josh would've told his younger self32:50 - Iron Law of Finance37:39 - The pressure of being in finance media45:20 - Lost Decade for the Markets50:50 - Is Josh Bullish in 202655:20 - Costco and Nvidia57:50 - How Josh Called Nvidia in 2015