PODCAST · business
Market Bytes
by Matt Derron
Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own personal portfolio.
Episodes
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My Stock Portfolio Recap for December 2025
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for December...
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My Stock Portfolio Recap for November 2025
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for November...
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PINS Update: Never Buy a Broken Chart
A couple months ago I added long-dated PINS calls to my trading account, and since then the position has really tanked. In this video I break down what’s going on with the position, what happened, and what I could’ve done better to manage the trade. Also, Stanley Druckenmiller agrees.00:00 PINS...
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Nvidia’s Earnings Are In. Here’s What It Means.
Tech stocks have been selling off and Nvidia just reported earnings. We break it down in this video. 00:00 Nvidia (NVDA) earnings 12:42 Bull and bear cases for NVDA 18:00 Beware of too much content ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video!...
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I Used Alpha Picks for a Year. Here’s What I Found.
💰 Get $100 off Alpha Picks until 12/10/25: https://buildinvestlive.com/go/alphapicks Get $200+ off of Alpha Picks + Premium bundle: https://buildinvestlive.com/go/alphabundle Alpha Picks performance update as of November 2025 00:00 Alpha Picks overall Performance 02:29 Strategy 2 Performance…
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3 Critical Numbers from these Earnings Reports (NET, PLTR, AMZN)
Another wild week of earnings and watching the market start to cool off. In this video we break down 3 critical numbers from 3 earnings reports from stocks in my portfolio: Cloudflare (NET), Palantir (PLTR), and Amazon (AMZN). Also, we talk about why price action after earnings sometimes doesn’t...
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My Stock Portfolio Recap for October 2025
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for October…
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Some Big Earnings Moves (FI, META, V, CAT, GOOGL, MSFT)
Earnings are heating up and there’s a lot to talk about. 00:00 V earnings 06:42 CAT earnings 11:02 FI earnings 19:08 META earnings 31:38 GOOGL earnings 39:53 MSFT earnings ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge
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This is Why I Stopped Focusing on Valuation
As my method for picking stocks has evolved I’ve gotten a lot of questions about why I’m buying stocks at high valuations. In this video I talk about why I updated my approach and what I think has changed that makes valuation a less reliable predictor of future returns.00:00 Valuation not a…
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Why are ASML and TSM's Revenue Growth so Different?
Earnings season has started and two of the most important companies related to AI have already reported. In this video we break down what’s in their earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different. 00:00...
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What does the AMD & OpenAI deal really mean?
The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal means for AMD, what it means for Nvidia (NVDA) and what it means for the AI trade as a whole. 00:00 AMD and OpenAI’s deal 04:46 How is it different...
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Alpha Picks Performance Update: September 2025
Alpha Picks performance update for September 2025 00:00 Alpha Picks overall Performance 02:56 Strategy 2 Performance 04:38 Strategy 3 Performance 06:25 Strategy 4 Performance 08:03 Overall thoughts for September 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com/go/saalphapicks
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My Stock Portfolio Recap for September 2025
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for September...
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I Added a New Way to Find Stock Ideas
I'm constantly trying to find ways to automate my stock research process and save myself time, so I added a new feature into StockBytes that helps you search stocks based on your custom ratings. We talk about that, new features being released, and the early offer pricing going away in this video....
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I Just Added a New Long Position
Pinterest (PINS) is a stock I thought had some potential, but didn't want to add to my long-term portfolio. So instead, I bought LEAPS. We talk about it in this video. 00:00 Why am I buying options 02:49 My Thought Process on PINS 09:40 What I'm expecting going forward ✅ Sign up for the free...
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This is Why People Keep Investing in Intel
Intel (INTC) has been in the news a lot lately with both the U.S. Government and Nvidia taking equity stakes into the company. What does this mean for the stock and their future outlook? We break it down in this video 00:00 INTC has been in the news 05:48 INTC fundamentals 10:16 INTC outlook ✅…
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Everyone is talking about this Top Rated stock
Adobe (ADBE) is a stock that everyone is talking about and it recently popped up in the StockBytes Top Rated list. In this video we break it down and talk about if it's going to get disrupted by AI or if it's all noise.00:00 Adobe's fundamentals are very good05:12 Will they get disrupted by...
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I Automated My Stock Research | StockBytes Full Review
In this video we break down StockBytes, a site that I built myself to automate my stock research process00:00 What is StockBytes? 02:46 Full StockBytes demo16:58 How StockBytes can be your automation tool as well22:27 Other cool features25:56 Who StockBytes is for and what does it cost? ✅ Check…
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The Matrix of Duolingo: Is it the Red Pill or Blue Pill?
Duolingo (DUOL) has been one of the most talked about stocks lately, and it's down 48% over the last 3 months. In this video we break down what's been going on with the stock, how the fundamentals look, and if it's one I'm going to be adding to my portfolio.00:00 DUOL fundamentals05:46 The real...
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My Stock Portfolio Recap for August 2025
✅ Check out the tool I built (early access offer opens up this week): https://stockbytes.io In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend...
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2 Key Takeaways from NVDA and SNOW's Earnings Reports
Nvidia (NVDA) and Snowflake (SNOW) just reported earnings and they have the market talking and moving. In this video we break down both earnings reports and I talk through the 2 key takeaways that investors need to know. 00:00 NVDA earnings 09:23 SNOW earnings
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Why are 95% of Gen AI Projects Failing?
MIT recently did a study saying 95% of AI projects in enterprise are failing. In this video we go through parts of the study and I talk through my own experiences and what I think it means. 00:00 MIT Study on Enterprise AI 07:29 5 Myths of Enterprise AI 13:55 Thoughts on PLTR & CRM
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Alpha Picks Performance Update: July 2025
Alpha Picks performance update for July 2025 (and like half of August since I was late) 00:00 Alpha Picks overall Performance 02:13 Strategy 2 Performance 03:41 Strategy 3 Performance 05:13 Strategy 4 Performance 06:29 Overall thoughts for July 2025 💰 Get $50 off Alpha Picks:...
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Is This the Future of Google's Search Business?
Google's AI Mode is transforming people's every day search behavior. But is it good or bad for their ad business? We look at a couple different perspectives in this video. Plus Nvidia and AMD have a new China tax, and Bitcoin is at all-time highs again. 00:00 Google search trends for different...
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Tech Earnings are Heating Up
Earnings season is in full swing and tech companies are reporting, causing some wide swings both up and down. In this video we break down earnings reports for 5 tech companies, and I talk about my thoughts on their performance and outlook 00:00 AMZN earnings 07:01 AAPL earnings 13:41 COIN…
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My Stock Portfolio Recap for July 2025
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowball In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and...
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Meta and Microsoft's Earnings are Proof of This
Meta and Microsoft (MSFT) reported earnings yesterday and the market loves it. In this video I break down what their earnings reports are obvious proof of 00:00 Meta's earnings 06:44 Microsoft's earnings 09:20 What their earnings are proof of
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Revisiting the Story For All My Stocks
It's good to go back over time and see how the story you had when you bought a stock is progressing. In this video we take a look at the updated stories for each of my stocks. 00:00 NVDA 05:39 AMZN 09:30 META 15:21 TSM 18:37 COIN 22:14 NET 29:00 V 35:15 SNOW 39:58 GOOGL 45:43 PLTR ✅ Get 15% off...
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The Stock Market is at All-Time Highs. Here's What I'm Doing.
Stocks are at all-time highs and the market is at historical valuation levels. We talk about how I'm handling that in this video.
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This is the Issue People Have with Valuing Stocks
There's a critical aspect of valuation that people really struggling with. We break it down in this video. 00:00 Valuation by Stage 08:06 What I've learned from investing books over the years Brian Feroldi's account on X: https://x.com/BrianFeroldi
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I Just Bought Palantir. Here's Why.
Palantir is at a 600+ P/E and I just added it to my portfolio. We talk about why in this video. ✅ Get 15% off financial data plans from Financial Modeling Prep: https://buildinvestlive.com/go/fmp
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This is My One Issue with Robinhood
Robinhood (HOOD) had a big announcement last week about stock tokens, and it highlighted the one issue I have with the company. We break it down in this video. 00:00 Robinhood announces stock tokens 04:34 Here's my one issue 08:30 Is Robinhood a scam? ✅ Get 15% off financial data plans from...
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My Stock Portfolio Recap for June 2025
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowball In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and...
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Alpha Picks Performance Update: June 2025
💰 Get $100 off Alpha Picks until July 7th! https://buildinvestlive.com/go/saalphapicks Alpha Picks performance update for June 2025 00:00 Alpha Picks overall Performance 02:09 Strategy 2 Performance 03:33 Strategy 3 Performance 05:08 Strategy 4 Performance 06:24 Overall thoughts for June 2025
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Is the Market About to Come Down Again?
Jim Osman's article - https://www.forbes.com/sites/jimosman/2025/06/22/why-wars-rarely-kill-bull-markets-the-contrarian-case-for-stocks/ With the conflict in the middle east ramping up over the weekend, it's a good time to consider how much of this news is meaningful for most every day investors...
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This is the Best Fintech Stock in the Market
Coinbase (COIN) is the best fintech stock in the market. In this video we break down their business, and I tell you why. 00:00 Analyzing Coinbase 07:39 Coinbase & Revenue Diversification 11:57 Competition and Risks 18:00 Operations and Valuation 25:14 Overall thoughts
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Is Apple's AI Strategy Good Enough?
Apple's AI strategy has been a hot topic for about 2 years. The Wall Street Journal recently published part of an interview with a couple of their leaders and Apple just had their WWDC 25 developer conference. In this video we break down parts of both and talk about my thoughts on their AI…
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I Finally Dug Into Palantir. Here’s What I Found.
Palantir (PLTR) is a stock I've mostly ignored because I really didn't understand what they did. But it's one of the most talked about stocks in the market and is up 450%+ over the last 12 months. In this video we do a deep drive on Palantir's business, and I talk about what I found. 00:00...
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My Stock Portfolio Recap for May 2025
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for May 2025 04:56 What I...
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Nvidia's Earnings Show the AI Trade is Still Strong
After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well. 00:00 Nvidia’s latest earnings and biggest risk 07:05 Nvidia’s NVLink announcement 08:56 Thoughts on Salesforce (CRM) 11:26 Thoughts…
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Alpha Picks Performance Update: May 2025
Alpha Picks performance update for May 2025 00:00 Alpha Picks overall Performance 02:25 Strategy 2 Performance 03:51 Strategy 3 Performance 05:34 Strategy 4 Performance 07:14 Overall thoughts for May 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com/go/saalphapicks
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Snowflake's Stock is Macro-Proof (so far)
Snowflake just reported earnings and the market loved it, so we’re breaking down their latest report. Also, I talk through my portfolio performance versus the QQQ. 00:00 Snowflake’s latest earnings report 07:16 Common criticisms of Snowflake 11:16 My portfolio vs the QQQ ❄️ Use the same portfolio...
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I’m Saying Goodbye to these 2 Stocks
With the market back up close to all-time highs, I decided to sell out of 2 long-held positions completely. We go over it in this video. 00:00 Why I sold McDonald’s (MCD) 05:20 Why I sold American Express (AXP) 10:07 What I’m preparing for in the market ❄️ Use the same portfolio management tool…
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This is the Most Exciting Stock in my Portfolio
There’s one particular stock in my portfolio that I get excited about more than any other. That stock is Cloudflare (NET). In this video we break down their latest earnings and announcements, and I explain why I think they have so much long-term potential.00:00 Cloudflare's latest earnings07:22...
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The Curious Case of Google's Stock
Check out the All-In segment on Google: https://youtu.be/g6HSFCQQ6O0?si=fXLDY46_ktqHqWj9&t=1969Is Google a dying company? Or an undervalued generational buying opportunity? We break it down in this video.00:00 Recent news about Google07:55 Strengths and Concerns for Google15:29 What are my…
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My Stock Portfolio Recap for April 2025
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for April 2025 02:33...
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Earnings Roundup: GOOGL, META, AAPL, AMZN
Earnings season is in full gear and we break down the latest from these 4 companies - Google (GOOGL), Meta Platforms (META), Amazon (AMZN), and Apple (AAPL). 00:00 Google’s earnings 10:46 Meta’s earnings 17:45 Amazon’s earnings 25:33 Apple’s earnings
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Alpha Picks Performance Update: April 2025
Alpha Picks performance update for April 2025 00:00 Alpha Picks overall Performance 02:27 Strategy 2 Performance 03:56 Strategy 3 Performance 05:34 Strategy 4 Performance 07:35 Overall thoughts for April 2025 💰 Get $50 off Alpha Picks: https://buildinvestlive.com/go/saalphapicks
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Earnings Roundup: UNH, TSM, and AXP!
Earnings season is starting and we break down the latest from these 3 companies - UnitedHealth (UNH), Taiwan Semiconductor (TSM), and American Express (AXP).00:00 UnitedHealth’s earnings08:34 Taiwan Semiconductor’s earnings15:35 American Express’ earnings23:07 General thoughts on the market right...
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Is It Time To Worry About Nvidia?
New export restrictions will prevent Nvidia from selling their H-20 GPUs to China. What does it mean for their future? We talk through it in this video. 00:00 New GPU restrictions to China 08:07 What does this mean? 10:41 What are my thoughts?
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Frequently Asked Questions
How many episodes does Market Bytes have?
Market Bytes currently has 229 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Market Bytes about?
Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own personal portfolio.
How often does Market Bytes release new episodes?
Market Bytes publishes regularly with 229 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Market Bytes?
You can listen to Market Bytes on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Market Bytes?
Market Bytes is created and hosted by Matt Derron.
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