MattMoney Podcasts

Build a dividend portfolio or use AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or use AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or use AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or use AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.ai/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Build a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/watch?v=ufOipcyA8-cBuild a dividend portfolio or us AI-ensemble modeling to secure your portfolio using https://probabli.xyz/Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Introduction & Catching Up: The hosts (Vince, Matt Money, and Dave G Investing) kick off the show and chat about recent events.(00:01:42) Portfolios & Macro Events: Discussing market reactions to geopolitical news and general portfolio health.(00:04:12) AI & Tech Trends: Thoughts on AI coding tools like Open Claw and Replit, and buying into the tech market.(00:08:07) Rocket Lab Q4 Earnings & Neutron Delay: Initial thoughts on the earnings call and the delay of the Neutron rocket to Q4.(00:12:38) Neutron Tank Defect: Clarifications regarding the third-party defect in the Neutron tank and the plan to manufacture it in-house using their AFP machine.(00:15:55) Peter Beck's Philosophy: Playing and analyzing a clip from Peter Beck on the Neutron delay, emphasizing Rocket Lab's focus on ground testing and reliability over rushed timelines.(00:20:10) Financials & Electron Cadence: Reviewing Rocket Lab's record margins, increased backlog, and the impressive trajectory of Electron's increasing sales price versus its decreasing cost per launch.(00:24:52) Geopolitics & Defense Contracts: How global conflicts might impact defense spending and Rocket Lab's potential role moving forward.(00:32:21) Recent Launches: A look at a "Fail of the Week" TV segment and a review of the recent successful HASTE launch.(00:38:41) Analyst Targets & Mars Contracts: Discussing raised analyst price targets and Rocket Lab's new Mars end-to-end communication service architecture study contract.(00:47:24) Launch Provider Diversification: Analyzing a new Senate bill designed to prevent NASA from relying on a single launch provider for more than 50% of its services.(00:54:46) Competitor Pricing: Thoughts on the recent Falcon 9 price increase and how it makes Neutron's pricing more competitive.(00:57:04) Space Solar & Data Centers: Breaking down Rocket Lab's announcement of new silicon products targeted at space data centers.(01:02:44) Closing Thoughts: Final thoughts on Rocket Lab's long-term potential and wrapping up the episode.Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) - IntroJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00:00) - Steven Fiorillo calls in the "troops" and jokes with Matt about his blue light-blocking shades.(00:01:10) - Discussion begins on a recent social media post by Michael Burry ("Cassandra Unchained").(00:01:59) - Matt reads Michael Burry's accusations regarding AI data center spending and "accounting tricks" by tech giants like Google, Meta, and Microsoft.(00:05:20) - Steven explains his frustration with the claim that top-tier auditing firms would miss widespread accounting errors.(00:09:00) - Lighthearted moment showing food photos sent by community members (Michelle and Ray).(00:11:11) - Matt reads Steven's detailed public rebuttal to Michael Burry.(00:15:35) - Analysis of Burry’s potential motives and the specifics of tech company depreciation schedules.(00:18:13) - Financial comparison of capex vs. profitability for Apple vs. Microsoft.(00:23:08) - Deep dive into cash from operations for the "Mag 7" companies to disprove the "bubble" narrative.(00:46:25) - Teasing upcoming episodes and guests for the "Basis Points" podcast.(01:13:41) - "Ned Flanders" (Tanner) joins the stream to discuss the upcoming heavy earnings week (Nvidia, Salesforce, etc.).(01:33:14) - Tanner shares his "Sleep Tip of the Day" (the bed is only for sleeping).(01:36:04) - Discussion on global investors holding a record $64.1 trillion in US financial assets.(01:39:51) - Matt debuts a preview of an AI-driven investment analysis tool he has been "vibe coding."(01:55:08) - Closing remarks and the hosts' plans for the evening (watching A Knight of the Seven Kingdoms).Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) - Introduction and welcome to the Q4 earnings live stream.(00:01:03) - Discussion on Rocket Lab's new silicon solar arrays for space-based data centers.(00:01:48) - Details on the acquisition of Optical Support Inc. (OSI).(00:03:40) - Review of Q4 financial highlights (Record revenue of $602M for the year).(00:05:24) - Business updates: Electron and Haste launch leadership.(00:07:02) - Space Systems: $816M SDA contract and Escapade Mars mission success.(01:13:30) - Detailed Neutron development update: Stage 1 tank rupture investigation.(01:14:51) - Announcement of the new Neutron launch target for Q4 2026.(01:16:57) - Updates on Archimedes engine testing progress.(01:21:03) - Q1 2026 financial outlook and guidance.(01:23:05) - Start of the official Earnings Call Q&A session with analysts.(02:14:01) - Post-call analysis and discussion on the Neutron delay impact.(02:22:33) - Discussion on Electron's increased launch cadence and future growth.Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) - IntroJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) - IntroJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) - IntroJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTVFollow Vince - @vinceisbullish Follow Scott - @scotto2050 Follow Dave - @daveginvesting Follow Rocket Lab - @RocketLabNZ ​🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) - Intro(00:21) - Discussion on the "beef" with Michael Burry regarding Palantir and blocking people on X (Twitter).(10:29) - "Flight to Safety" analysis: Amazon vs. Walmart and Costco (Revenue growth, CapEx, and valuation).(32:48) - Deep dive into Symbotic (SYM): Warehouse robotics, financials, and Walmart partnership.(51:57) - The "Cookie Break" and discussion about homemade cookies.(58:26) - Q&A on Oil & Gas companies, crack spreads, and Marathon Petroleum.(01:07:04) - Discussion on QXO and Brad Jacobs' strategy.(01:11:55) - Venture Global and LNG market discussion.(01:24:48) - Reaction to the Barron's article about Dan Ives.(01:33:16) - Apple valuation and wearables.(01:50:50) - Ranking Girl Scout Cookies (Samoas vs. Thin Mints).(02:01:17) - Rant on the student loan crisis and the cost of education (responding to a viewer's $1.65M debt story).Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Market sentiment and current "melt-up" headlines.(00:15:45) Rocket Lab strategy and position updates.(00:42:30) Palantir analysis and the software vs. consultancy debate.(01:10:20) $10k Portfolio Challenge progress.(01:45:00) Community Q&A and retirement strategy.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Introduction and guest MattMoney joins the stream.(00:00:53) Disclaimer: Educational and entertainment purposes only.(00:01:41) Discussion about upcoming meetups in LA and Chicago.(00:03:00) Market analysis: Sector rotation into "safety" and retail sentiment.(00:04:52) The "Flight to Safety" thesis: Why Amazon may be a better safety play than Walmart or Costco.(00:07:07) Discussion on Amazon’s stock drop (down 20% in three months) vs. business fundamentals.(00:10:49) Amazon's Capital Expenditure (CapEx) and the logistics network.(00:13:03) Analysis of Amazon’s Q4 guidance and profitability beats.(00:16:14) The "Hyperscaler" Prisoner’s Dilemma regarding AI and data center spending.(00:21:27) Crypto segment: Discussion on Beast Holdings (BMR) and "Crypto Winter."(00:27:12) Community memes and AI-generated images of the hosts and financial figures.(00:31:41) MrBeast (Jimmy Donaldson) entering the fintech and financial education space.(00:33:59) Long-term cash flows vs. short-term hype.(00:38:26) Investing in Zeta Global (ZETA) and comparing it to Palantir’s trajectory.(00:45:13) Analysis of Dutch Bros (BROS) earnings and expansion strategy.(00:51:59) Casual conversation: In-N-Out Burger and the "no cheese on red meat" debate.(01:02:04) The "AI disruption of SaaS" narrative and why the hosts believe it's overdone.(01:04:47) Microsoft (MSFT) as an AI winner vs. the broader software sell-off.(01:16:41) Thoughts on the EV market (Tesla, Nio, Lucid) and infrastructure hurdles.(01:30:01) Discussion on the "Basis Points" podcast and the Dan Ives interview.(01:38:54) TV show recommendations: Billions, Industry, and Landman.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Intro and Disclaimer(00:02:45) Steve's Small Account Update (Zeta, BMR options)(00:06:23) Matt's Portfolio Update (Symbotic, SoFi, TQQQ)(00:11:47) Matt's Planned Moves: Microsoft, CrowdStrike, SoFi(00:20:52) Educational Segment: What does "Assigned" mean in options?(00:30:30) Philosophy on Selling: Terminal Value vs. Current Price(00:44:54) Looking at Oracle and PayPal as Value Plays(00:52:55) Oracle Debt and Valuation Analysis(01:06:18) Luxury Watches: Investments or Just "Drip"?(01:16:15) The "All-In" Podcast Drama & Jason Calacanis(01:22:36) Breaking News: Joseph Carlson Unblocked Steve(01:27:52) Costco Valuation vs. Amazon(01:33:29) Matt’s Rocket Lab Merch Collection(01:47:47) Rapid Fire Q&A: Bagels, Bitcoin, and BreitlingListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Intro, mouse issues, and disclaimer(00:01:37) Recap of Amit’s meetup and the cigar bar(00:08:14) Basis Points podcast launch and SoFi news(00:15:33) Discussing Tevis and Tanner’s interview with Anthony Noto(00:22:07) Thoughts on buying SoFi stock(00:28:48) Riff on the Bears and Hyperscaler CapEx(00:36:18) Amazon earnings and portfolio strategy(00:41:35) Elon Musk interview, orbital data centers, and space constraints(00:52:43) AI Agents, "Ultron," and the future of work(01:02:13) Market outlook: Did we hit a bottom?(01:06:22) Crypto market outlook and forced liquidations(01:25:24) Deep dive on PayPal: "Vulture" investing and financials(01:46:44) Live analysis of Axon Enterprise(01:52:18) Super Bowl picks and gym banter(02:16:29) Figuring out what Starbucks Stars are(02:35:01) Wishlist for future Basis Points guests(02:41:27) Closing remarks and plans for tomorrowListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Welcome to Rocket Lab Weekly episode 122 and a look at the turbulent market.(00:01:40) Matt mentions buying the dip on Rocket Lab and other stocks like Palantir and Bitcoin.(00:04:51) Discussion begins regarding the "FUD" and rumors of an anomaly during Archimedes engine testing.(00:07:02) Analysis of images showing a roof purportedly blown off a test cell and its subsequent replacement.(00:09:28) Addressing rumors about the departure of the test site manager.(00:18:09) Rocket Lab reports deploying over 100 spacecraft in 2025, a new annual record.(00:23:00) Overview of Rocket Lab's four state-of-the-art facilities for Neutron production and R&D.(00:31:01) Comparison of recent engine test burns showing cleaner, more optimized exhaust plumes.(00:36:26) House takes steps toward a commercial deep space program, potentially benefiting Rocket Lab.(00:40:35) Discussion on the major news of SpaceX acquiring xAI.(00:53:07) Speculation on the strategic reasons for the SpaceX/xAI merger, including space-based data centers.(01:14:47) Mention of the upcoming Firefly Alpha 7 launch scheduled for Friday the 13th.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTVFollow Vince - @vinceisbullish Follow Scott - @scotto2050 Follow Dave - @daveginvesting Follow Rocket Lab - @RocketLabNZ ​🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Intro & Meetup Recap(00:09:25) "Financially Untitled" Show Announcement(00:16:35) Market Overview & Tech Selloff (Microsoft, Amazon)(00:19:55) Palantir Earnings & Analysis(00:51:04) Deep Dive into PayPal & Buybacks(01:26:06) Zeta Global Discussion(01:32:37) Dutch Bros Analysis(01:53:50) Watches (Rolex) & ClosingListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Standard financial disclaimer and introduction to the "Just Another Tuesday" livestream (00:03:10) Analysis of the Skywater Technologies (SKYT) acquisition and its strategic role in U.S. semiconductor fabrication (00:09:19) Discussion on Zeta Global (ZETA) customer expansion and growth metrics (00:18:10) Breakdown of Symbotic (SYM) and its warehouse automation partnerships (00:30:57) Market update as the S&P 500 nears the 7,000 milestone (00:32:24) Detailed explanation of the "call roll" investment strategy for managing options (00:41:00) Live reaction to the S&P 500 futures breaking above the 7,000 mark (00:48:26) Evaluation of NextDecade (NEXT) debt structure and refinancing potential (01:01:53) Bullish outlook for Meta (META) earnings and AI compute spending (01:05:48) Commentary on the physical silver market and recent price surges (01:10:38) Analysis of copper pricing discrepancies and retail bullion premiums (01:19:32) Coin roll hunting: Searching through half dollars for silver content (01:29:02) Strategies for acquiring physical copper at lower premiums using industrial suppliesListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) - Intro and discussion on the snow/weather in Texas(00:04:20) - Small Account Challenge: Steve’s portfolio update (BMR, Zeta, SoFi)(00:08:44) - Small Account Challenge: Matt’s portfolio update & Skywater Technology put(00:16:11) - Crypto market discussion: Is "Crypto Winter" beginning?(00:21:29) - Upcoming Earnings Preview: Microsoft, Meta, Tesla, and Apple(00:22:40) - Meta (Facebook) earnings expectations and outlook(00:24:50) - Microsoft valuation and long-term moat discussion(00:27:11) - Tesla discussion: Earnings expectations, margins, and Optimus(00:32:00) - Macroeconomics: Inflation, Fed meeting, and grocery prices(00:40:00) - Verizon and corporate debt discussion(00:55:30) - Steve’s new position: Zeta Global (ZETA) analysis(01:12:43) - Rocket Lab (RKLB) deep dive: Valuation, Neutron, and future potential(01:29:16) - LNG Stocks: Next Decade vs. Venture GlobalListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV ​🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) Intro(07:42) Market recap; S&P 500 performance, political landscape, and bullish business environment. (13:18) Sector rotation; bullish on REITs, BDCs (Ares Capital), and high-yield plays like Verizon. (22:52) Verizon (VZ) deep dive; analysis of debt load, free cash flow, and thesis for buying at 7% yield. (28:44) BDC comparison; Ares Capital (ARCC) vs. Main Street Capital (MAIN) valuation. (30:39) Starwood Property Trust (STWD); betting on CEO Barry Sternlicht and dividend safety. (50:42) Midstream energy comparison; Hess Midstream vs. Energy Transfer valuation metrics. (55:29) Pipeline infrastructure; viewing maps of Energy Transfer (ET) and ONEOK (OKE) assets. (01:00:28) Investing mindset; the "get your money up" rant and the problem with small accounts chasing yield. (01:10:43) Breaking News; Hasbro sued by shareholders for allegedly hiding inventory and overprinting. (01:14:25) Portfolio review; performance update on Steve's "$100 a week" dividend growth strategy. (01:29:35) Big Tech earnings preview; predictions for Meta, Tesla, and Microsoft.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) Intro(01:05) Redwire (RDW) analysis; potential to double in price.(03:41) SkyWater (SKYT) discussion; "Golden Dome" defense play and rad-hard chips.(10:32) Neutron stage 1 tank rupture; "material event" but not catastrophic.(14:06) Tank failure theory; likely missed safety margin (110-120%) testing.(20:18) Escapade mission profile and trajectory to Mars.(24:49) Mars Telecommunications Orbiter; Rocket Lab listed as a competitor.(34:34) 2026 Prediction; ~26 launches total, potential Neutron launch in Nov.(37:42) Neutron sales prediction; ~5 contracts signed in 2026.(37:57) M&A prediction; Rocket Lab possibly acquiring up to 3 companies.(42:15) Investment strategy; trimming for risk vs. holding for the 2030s.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTVFollow Vince - @vinceisbullish Follow Scott - @scotto2050 Follow Dave - @daveginvesting Follow Rocket Lab - @RocketLabNZ ​🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) Intro & "Homeless" Thumbnail Banter(00:02:55) Broadcom (AVGO) vs. Meta: Valuation & Margins Analysis(00:06:13) PIMCO Dynamic Income Fund (PDI) & Dividend Strategy(00:13:11) Energy Transfer (ET), Natural Gas Pipelines & Export Capacity(00:15:00) "Landman" TV Show vs. Real Oil Industry Mechanics(00:25:50) Zeta Global (ZETA) Stock Discussion & CEO Track Record(00:29:34) Upcoming Earnings Calendar (SoFi, Amazon, Meta, Palantir, etc.)(00:36:32) Rocket Lab ($RKLB) Mention & "White House Quant" Tweet(00:38:27) NYC Trip Planning, Pizza, & Food Talk(00:52:57) The "Silver Hunt": Searching Rolls of Half Dollars & QuartersListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0g(00:00) Intro & Disclaimer(02:18) Matt reveals his new stock purchase (Skywater Technology)(07:46) Steve’s market commentary: Dealing with volatility & long-term mindset(13:07) Netflix discussion: Stock slump & Warner Bros. deal skepticism(16:39) YouTube Earnings Reveal: Matt shares his ad revenue stats(21:07) Meta Discussion: Valuation & Steve’s missed opportunity(24:42) Microsoft Deep Dive: Valuation, competitive moat, and "disrespect" in the market(38:24) Crypto Talk: Brad Garlinghouse at Davos & XRP outlook(46:14) Rocket Lab ($RKLB) Update: Analysis of the recent tank testing anomaly(50:10) Venture Global LNG: Investment thesis & natural gas market outlook(59:25) Chris Patel joins the stream(01:04:26) The "Intervention": Steve & Kris pressure Matt to take Rocket Lab profits(01:43:51) Tech News: 10-ft "Terminator" robot builder(01:46:49) Stock Pitch: Kris pitches Sprouts Farmers Market ($SFM)(01:56:30) Dutch Bros ($BROS) growth discussion(01:58:22) Outro & Upcoming scheduleJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Market Analysis & Global Events(01:43) – Market Outlook: Discussion on Trump's letter to Norway and potential "taco events" (unforeseen market-disrupting events).(09:36) – Greenland & EU Relations: A deep dive into the rhetoric surrounding the Greenland purchase, including a timeline of events from January 4th to the present (11:37).(13:32) – Tariffs & Tech: How tariffs on European nations might specifically impact the U.S. technology and communication sectors.(16:26) – The Energy "Trump Card": Analysis of the EU's dependence on U.S. LNG and oil, and how energy policy dictates geopolitical leverage.(25:26) – The Davos Precursor: Speculation on Trump’s strategy heading into his speech at Davos and its implications for deal-making.(31:36) – Japanese Interest Rates: Discussion on whether the Japan yen carry trade or interest rate hikes are a "nothing burger" for U.S. markets.(35:15) – Data Center Buildout: Evaluating the decade-long growth potential of data centers and the AI infrastructure trade.(43:33) – Nvidia's Dominance: A detailed look at Nvidia’s valuation, its potential to become a $10 trillion company, and why "all roads lead back to Nvidia."(47:06) – Big Tech Capex Expansion: Reviewing the massive capital expenditure growth from Amazon, Microsoft, Alphabet, and Meta (49:13).(50:47) – Valuation Comparisons: Comparing Nvidia’s growth and P/E ratios to traditional giants like Walmart and Costco.(57:17) – Derivative Plays: Discussing secondary AI stocks like Nebius, Coreweave, and Verdive versus sticking with Nvidia.(01:10:17) – Amazon's Potential: Why Amazon could reach a $6–7 trillion market cap by 2029 through margin expansion in AI and robotics.(01:21:01) – Stock Quick-Fire: Brief takes on Zeta Global, Fortnite (cybersecurity), and Robin Hood (prediction markets).(01:24:05) – Crypto Outlook: Thoughts on the current state of Bitcoin and the possibility of a "Crypto Winter."(01:26:42) – Microsoft & Palantir: Comparing Microsoft Azure to Palantir’s enterprise software products.(01:46:55) – Prediction Markets: A debate on the ethics and risks of integrating gambling/prediction markets into brokerage and bank accounts.Banter & Lifestyle(05:11) – Entertainment Talk: Reviewing the shows Industry and Game of Thrones.(08:47) – Remote Work Tech: Steven discusses his office phone system setup for remote efficiency.(01:13:23) – Football Chat: Discussing recent NFL plays involving the Bills and Chiefs.(01:39:02) – Real Estate Horror Story: Chris Patel shares his experience with a house inspection that revealed extensive termite damage.Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ [00:04] Intro & Rocket Lab Stock (RKLB) approaching $100[00:58] Scott's update on the Eos Energy event[03:35] Discussion on RKLB valuation, taking profits, and market sentiment[11:57] Upcoming Launch Schedule: Open Cosmos, K-Sat, and Q1 outlook[18:09] Competitor Watch: Isar Aerospace launch preparations[20:40] VIP Visits (Pete Hegseth & Jared Isaacman) & MTO contract rumors[23:55] Discussion on recent insider selling[28:22] Neutron Updates: Mid-River testing, Wallops activity, and "Hungry Hippo" fairing[36:15] Q&A: Will they raise more cash for the constellation?[43:38] Analyst price target upgrades (Morgan Stanley, TD Cowen, etc.)[46:14] Telesat & Airbus solar panel contract details[52:39] Speculation on potential acquisitions (CesiumAstro, Umbra, etc.)[58:25] Community predictions update & ClosingJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTVFollow Vince - @vinceisbullish Follow Scott - @scotto2050 Follow Dave - @daveginvesting Follow Rocket Lab - @RocketLabNZ ​🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712

Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ Join Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712