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.
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.
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Alpha Picks performance update as of November 2025
00:00 Alpha Picks overall Performance
02:29 Strategy 2 Performance
04:40 Strategy 3 Performance
07:07 Strategy 4 Performance
08:47 Overall thoughts as of November 2025
11:23 Black Friday Sale
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 earnings
04:08 PLTR earnings
09:19 AMZN earnings
12:39 Understanding price action after earnings
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 2025
04:22 Stocks I bought and sold
12:02 Best and worst performers
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowball
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
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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?
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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 report
04:28 TSM’s earnings report
07:45 What these numbers mean
12:13 AI Demand vs Revenues
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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 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
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
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
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 ideas
02:53 Other new features for StockBytes
05:17 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
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 newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge
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
✅ Sign up for the free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge
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
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
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?
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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 August 2025
05:00 Best and worst performers
07:11 Overall thoughts on the previous month
10:06 I Built Something Cool
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
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
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: https://buildinvestlive.com/go/saalphapicks
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 companies
05:53 NVDA and AMD to pay a China tax
08:32 Bitcoin close to ATH again