Market Bytes

<p>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.</p>

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 202503:46 Trading Update08:26 Best and worst performers11:41 Overall thoughts❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

12-01
13:38

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 position update10:51 Don’t buy broken charts w/ Stanley Druckenmiller14:44 How this applies to my long-term portfolio✅ Try out the stock research automation tool I built for myself: https://stockbytes.io

11-24
19:44

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) earnings12:42 Bull and bear cases for NVDA18:00 Beware of too much content✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

11-20
22:28

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/alphapicksGet $200+ off of Alpha Picks + Premium bundle: https://buildinvestlive.com/go/alphabundleAlpha Picks performance update as of November 202500:00 Alpha Picks overall Performance02:29 Strategy 2 Performance04:40 Strategy 3 Performance07:07 Strategy 4 Performance08:47 Overall thoughts as of November 202511:23 Black Friday Sale

11-12
13:11

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 seem to make sense.00:00 NET earnings04:08 PLTR earnings09:19 AMZN earnings12:39 Understanding price action after earnings

11-10
19:24

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 202504:22 Stocks I bought and sold12:02 Best and worst performers❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

11-03
16:21

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 earnings06:42 CAT earnings11:02 FI earnings19:08 META earnings31:38 GOOGL earnings39:53 MSFT earnings✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

10-31
51:37

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 primary factor for me03:23 Here’s what I think has changed07:23 What does it really mean?✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

10-22
12:02

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 ASML’s earnings report04:28 TSM’s earnings report07:45 What these numbers mean12:13 AI Demand vs Revenues✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

10-16
17:08

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 deal04:46 How is it different from NVDA’s deal?13:35 What does it mean for AMD, NVDA, and OpenAI?15:44 What does it mean for the AI trade overall?✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

10-09
19:07

Alpha Picks Performance Update: September 2025

Alpha Picks performance update for September 202500:00 Alpha Picks overall Performance02:56 Strategy 2 Performance04:38 Strategy 3 Performance06:25 Strategy 4 Performance08:03 Overall thoughts for September 2025💰 Get $50 off Alpha Picks: https://buildinvestlive.com/go/saalphapicks

10-06
11:41

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 202506:37 Best and worst performers09:35 Overall thoughts on the previous month❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

10-02
14:14

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.00:00 My new way of finding stock ideas02:53 Other new features for StockBytes05:17 Early access pricing is ending✅ Check out StockBytes (early access offer ends on Friday 10/3/25): https://stockbytes.io✅ Get 15% off financial data plans from Financial Modeling Prep directly: https://buildinvestlive.com/go/fmp

09-30
06:30

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 options02:49 My Thought Process on PINS09:40 What I'm expecting going forward✅ Sign up for the free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

09-24
14:34

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 video00:00 INTC has been in the news05:48 INTC fundamentals10:16 INTC outlook✅ Sign up for the free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

09-23
14:45

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 AI?11:03 Future outlook for ADBE✅ Sign up for the free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

09-15
16:01

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 out StockBytes (early access offer open now): https://stockbytes.io✅ Sign up for the new free weekly newsletter: https://stockbytes.io/edge✅ Get 15% off financial data plans from Financial Modeling Prep directly: https://buildinvestlive.com/go/fmp

09-10
29:25

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 question about DUOL10:49 Am I adding DUOL?// BUILD YOUR EDGE Get my free weekly newsletter where you see...✅ Stock analysis that goes beyonds the headlines and clickbait✅ Ways to automate your research process to get your weekends back✅ Industry expertise in the world of tech and paymentsSubscribe for free → https://stockbytes.io/edge

09-08
13:15

My Stock Portfolio Recap for August 2025

✅ Check out the tool I built (early access offer opens up this week): https://stockbytes.ioIn 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 August 202505:00 Best and worst performers07:11 Overall thoughts on the previous month10:06 I Built Something Cool

09-02
13:36

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 earnings09:23 SNOW earnings

08-28
18:05

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