Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity

Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity

We officially announce our transition to building an AI Neo Cloud. (00:00) Introduction (03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon (06:10) Taiwan Semiconductor and ASML Earnings (12:07) Hermes (18:20) Coupang's AI Investments (24:49) PayPal's Market Position (30:58) Stock-Based Compensation and Its Impact on Software Companies (37:40) Netflix Earnings and Strategic Shifts (43:14) Consulting Industry Insights and Trends (49:13) Amazon's Satellite Acquisition and Market Implications (55:45) OpenAI Losing Market Share ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(824)

Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

In this episode, Ryan Henderson and Jason Hall take a look at the 134 stocks in the S&P 500 currently in a 40% drawdown or worse. They also dive into the recent underperformance of homebuilders and wr...

17 Loka 1h 5min

Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)

On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more. (00:00) Introduction (02:29) Initia...

14 Loka 1h 12min

Brazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER

Brazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) - Introduction (01:42) - H...

9 Loka 1h 4min

Exterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis

Exterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis

On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss: (00:00) Introduction (04:50) History of Rollins and its founder, ...

7 Loka 1h 3min

FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ

FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:06) Meta Poaches MongoDB C...

2 Loka 1h 9min

Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)

Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)

On this episode of Chit Chat Stocks, Brett speaks with Jim Gillies from Motley Fool Canada on how to invest in hidden gems in 2026. We discuss: (00:00) - Introduction (00:58) - Reviewing Nelnet: O...

30 Syys 1h 17min

Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE

Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) - Introduction (02:02) - Zeta Global (ZETA)...

25 Syys 1h 4min

Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)

Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)

On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss: 00:00 Introduction 02:11 How AI advan...

23 Syys 1h 3min

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