Tanner Manson

Nvidia & Intel Partner, AI Boom, Private Market Bubble? | Market Monitor

Preview:This is a bullish, fast-moving market wrap centered on AI infrastructure, with the speaker arguing the buildout is still early and that capital is flowing to winners like Nvidia, Broadcom, Amazon, Google, Intel, and related enablers. He also flags weakness in software and fintech names such as Wix, Trade Desk, Wealthfront, Chime, and the valuation gap between public and private markets, while repeatedly saying the biggest bubble risk is in private companies, not the public AI leaders.

Will The Sell Off Continue Into Next Week? | Market Futures

Preview:A live Sunday market wrap focused on the AI infrastructure buildout, rising rate-hike odds, and what those mean for futures and individual stocks next week. The host argues the selloff may be a healthy pullback rather than a regime break, with Nvidia-linked hardware, memory, and energy names still benefitting even as fintech and high-debt names remain vulnerable to higher rates.

The SoFi Stock Alternative Nobody Talks About

Preview:The video argues that Nubank (referred to as “New Bank”) is a better fintech buy than SoFi because its business is still compounding quickly while the stock has sold off. The speaker emphasizes customer growth, rising activity, expanding revenue per user, strong profitability, low stock-based compensation, and upcoming geographic expansion as the core reasons to be bullish.

HUGE Market Sell Off, Time To Buy? | Market Monitor

Preview:The video is a live market-monitor stream reacting to a sharp one-day selloff in growth and AI names after a much stronger-than-expected jobs report pushed rate-hike fears higher. The speaker says the move looks more like a healthy but violent correction than a thesis break, and he spends most of the stream debating whether to buy the dip in AI infrastructure, big tech, and select high-quality compounders. He is bullish on the long-term AI theme, skeptical that the selloff is fundamentally about business deterioration, and repeatedly emphasizes underwriting positions instead of panic-selling.

Trimming MU, My Newest Position, SOFI x SpaceX | Market Monitor

Preview:The speaker mainly discusses portfolio moves and a handful of market catalysts: trimming Micron, initiating Broadcom, and reinforcing long-term conviction in NuBank, Robinhood, SoFi, Reddit, Nvidia, and AI infrastructure names. The central tension is whether AI spend is durable or overhyped; he argues the market is still underappreciating real demand, while also acknowledging some tactical risk around Micron and the memory cycle.

Should You Buy SoFi Stock Right Now?

Preview:The video argues SoFi is a cyclical but fundamentally improving financial services stock that may be attractive for long-term investors, but the speaker is not adding aggressively right now because macro risk—especially rates and the Iran/oil situation—could still pressure the shares. The core bull case is member growth, deposit-driven cross-sell, expanding TAM, and fast-growing earnings; the main caution is that higher rates or a worse macro backdrop could delay a re-rating.

The Ai Infrastructure Boom Isn't Slowing | Feat. Steven Fiorillo

Preview:This is a host-and-guest market discussion centered on the AI infrastructure boom, with a heavy focus on valuing SpaceX, Broadcom’s earnings, Google’s capex/financing, and how much of the AI spend is still underappreciated. The speakers are bullish on the broader AI infrastructure complex, but skeptical that share prices and hype are being interpreted rationally, especially in SpaceX and CrowdStrike.

Huge SoFi Signal, Google Dilution AGAIN, Market Sells Off | Market Monitor

Preview:The video is a fast-moving midday market wrap centered on tech, fintech, and AI infrastructure. The speaker argues that Upstart’s strong origination growth is an important read-through for SoFi’s loan platform business, while the broader selloff in software and AI names reflects macro uncertainty, valuation concerns, and shifting expectations around rates, inflation, and war-driven energy risk.

Nebius Stock (NBIS) Fireside Chat Live w/ CBO Roman Chernin

Preview:This fireside chat centers on Nebius’s strategy as an AI infrastructure provider, with CBO Roman Chernin arguing that the company is not merely selling data center capacity but a layered product stack that can serve different customer segments as the AI market evolves from training to inference and then agentic applications. The host frames Nebius as a potential long-term hyperscaler and presses on differentiation, customer mix, funding of GPU purchases, and supply constraints. Chernin’s core message is that Nebius’s full-stack approach, customer diversification, and software-led optimization should improve economics and keep the company relevant across successive waves of AI adoption.

Google Just Confirmed the Biggest AI Trade Yet

Preview:The speaker argues that Google’s recent AI/cloud financing move is a strong confirmation that the AI infrastructure trade is still in an early, capacity-constrained phase. In their view, if a cash-rich hyperscaler like Google is willing to stop buybacks, raise capital, and lean harder into capex, it validates the demand backdrop for compute, chips, networking, and neocloud providers.

Google Raise Capital, New SoFi Products, Robinhood In Canada | Market Monitor

Preview:The speaker argues that the AI infrastructure trade is still early and is being validated by the latest Google capital raise, Nvidia’s ecosystem stakes, and surging demand for data-center capacity. He is bullish on Nvidia, CoreWeave, Nebius, Google, and related chip/infrastructure names, while treating software and fintech selloffs as more cyclical and less thesis-breaking.

The Everything Tech Rally, Still Buying These Stocks | Market Monitor

Preview:The speaker argues the market is in an AI-led everything rally, with the most attractive opportunities still in compute, data centers, and select AI infrastructure names like Nvidia, CoreWeave, Nebius, and Micron. He is notably more cautious on software and says many SaaS businesses may face margin pressure or contract renegotiation as models improve and agents can replicate more tasks.

NVIDIA COMPUTEX 2026 LIVE | Jensen Huang Keynote

Preview:Jensen Huang’s Computex 2026 keynote framed Nvidia’s next phase as an end-to-end AI infrastructure company: not just GPUs, but full systems, software, networking, storage, power, and even PC/robotics platforms built for agentic AI. The core message was that “useful AI has arrived,” tokens are now profitable, and compute is becoming revenue and profit generation. He used that thesis to introduce Vera Rubin for data centers, Vera CPU for agentic workloads, RTX Spark / new Windows PCs for local agents, and Cosmos / Isaac / Hyperion for physical AI, self-driving, and humanoids.

Are Software & Fintech Stocks Breaking Out? | Market Monitor

Preview:The speaker argues that today’s rally in software, fintech, semis, and some adjacent names is being driven by a mix of improving macro conditions, specific product catalysts, and a broader re-rating of AI beneficiaries. He is bullish on names like Robinhood, SoFi, Dell, Micron, ServiceNow, Atlassian, Workday, Wix, and several cloud/AI infrastructure plays, while remaining cautious on some space names after the Blue Origin explosion spillover.

Top 4 Software Stocks to BUY NOW (Huge Comebacks)

Preview:The video argues that several non-AI software and software-adjacent stocks have been sold off despite strong underlying business performance, and that this creates contrarian buy opportunities. The speaker’s main picks are Reddit, SoFi, Meta, Wix, and DLocal, each framed as a company with improving growth, margins, or valuation that the market is underappreciating.

Leopold Buys Nebius, Trump Accounts, Huge SoFi Hire | Market Monitor

Preview:A midday market wrap focused on AI infrastructure names, software rotation, and a few idiosyncratic stock calls. The speaker was most bullish on Nebius and CoreWeave as beneficiaries of AI compute demand, highlighted Leopold Ashen Bronner’s large Nebius purchase, and also discussed Wix as an undervalued AI-assisted software business. He briefly touched SoFi, Robinhood, Axon, Chime, Uber, and the day’s broad strength in software and AI-linked equities.

What To Invest In If We Had To Start Over? | Feat. Steven Fiorillo

Preview:Two investing hosts discuss what they would buy if starting from scratch, with a heavy emphasis on big-cap AI leaders, select software, social platforms, and a few high-beta infrastructure names. The strongest repeated thesis is that Nvidia, Microsoft, Meta, and Amazon remain core holdings because their earnings power, buybacks, and AI exposure still look underappreciated, while Micron is portrayed as a mispriced beneficiary of a multi-year capex cycle and possible memory super-cycle. The conversation is intentionally playful and argumentative, but it contains several concrete valuation and positioning claims.

The Next Nvidia? Micron Just SHOCKED Wall Street

Preview:The video argues Micron’s post-earnings surge is being validated by a major analyst upgrade, and that the market may still be underestimating how long the memory upcycle can last. The speaker says Micron rose 20% in a day, is up 830% on the year, and now has a new Street-high price target of $1,625 from Timothy Auri, who he frames as an elite analyst with a strong track record. The core bullish thesis is that long-term supply agreements, persistent DRAM/NAND undersupply, and rising HBM demand could keep EPS and free cash flow elevated far longer than prior models implied.

New Reddit Partnership, SoFiUSD, MORE AI Upgrades | Market Monitor

Preview:A midday market wrap focused on a few high-momentum AI-adjacent winners and the speaker’s preferred “quality growth” names: Nvidia, Micron, CoreWeave, Palantir, AppLovin, Meta, Reddit, Shopify, and SoFi. The speaker argues that real demand, long-duration contracts, and platform/network effects matter more than near-term valuation fear, while calling out crowded pivots like Rumble’s cloud push as late and low-conviction.

This Is Why Nvidia Is My #1 Stock to Buy

Preview:A bullish, earnings-focused breakdown arguing Nvidia’s latest quarter was exceptional on nearly every metric: revenue growth, margins, free cash flow, valuation, buybacks, and future product visibility. The speaker’s core message is that Nvidia is still growing fast enough that it can look cheap despite its huge size, and that AI infrastructure spending plus new products like Blackwell and Vera Rubin could keep the cycle going.

New MU Upgrade, New S&P All Time Highs, HOOD acquisition | Market Monitor

Preview:The video is a live midday market wrap dominated by a bullish, highly engaged discussion of Micron after a major analyst upgrade, plus scattered commentary on Nvidia, AMD, SoFi, space stocks, Robinhood’s WonderFi acquisition, and the broader AI/space narrative. The speaker argues that Micron’s earnings power, long-term agreements, and memory demand make it fundamentally cheap despite the stock’s huge run, while space names look far more bubble-like because their TAMs are huge but economics are too expensive today.

Noto Interview, Iran Deal, S&P Headed Higher | Tech Frenzy

Preview:The speaker argues that the market is mispricing several software and internet names despite strong fundamentals, especially Wix and Reddit, while also warning that macro/rates and hype-driven rotation are distorting valuations. He is constructive on companies that keep compounding users, revenue, and margins, and skeptical of chasing headline AI or SpaceX-style narratives at the expense of businesses with visible financials.

SoFi CEO just SHOCKED Investors… SOFI LEAPS?

Preview:The video is a bullish commentary on SoFi after the host watched a Basis Points interview with CEO Anthony Noto. The speaker argues that SoFi Plus, big business banking, SoFi USD, and the Mastercard partnership could materially expand revenue and customer lifetime value, while Noto’s willingness to buy LEAPS is taken as a signal he expects strength over the next 12–24 months. The main caution is that several of the biggest claims—especially around the Mastercard/stablecoin economics and exclusivity—need more detail before they can be fully underwritten.

SoFi’s Latest Acquisition Could Be a GAME CHANGER

Preview:The speaker argues SoFi’s acquisition of Peach Finance is a major strategic move that expands its fintech infrastructure into lending and loan servicing, with potential to become a platform business for other institutions. They frame it as one of SoFi’s most important acquisitions after Galileo, while warning that higher rates could slow the lending upside.

Wall Street Upgrades Nvidia But Sell Off? | Market Monitor

Preview:A midday market wrap centered on Nvidia, SoFi, and the AI trade. The speaker argues Nvidia remains attractive despite a small pullback because analyst upgrades, share buybacks, dividend growth, and accelerating AI demand could keep the stock price rising even without a doubling in market cap.

Nvidia Stock (NVDA) Earnings Call | Q1 2026* Breakdown

Preview:A multi-speaker live reaction to Nvidia’s Q1 FY2027 earnings call. The panel expected a strong beat and largely got one: revenue, EPS, data center growth, and guidance all came in strong, but the stock initially traded choppy/flat because the market had already priced in a great quarter. The biggest new themes were Vera CPU, a new reporting framework, continued Blackwell/Rubin ramp, and Nvidia’s growing emphasis on shareholder returns via a much larger dividend and buyback.

Live from Google I/O 2026 | Market Monitor

Preview:The speaker gives a loose live update from Google I/O and pivots mainly to Nvidia’s upcoming earnings, arguing that continued revenue acceleration and strong margin/ROIC dynamics would support the stock. He also shares bullish but qualitative thoughts on Google’s AI/search ecosystem, while mixing in travel anecdotes and several side discussions on AMD, Nebius, Wix/Base44, Waymo, and Chipotle.

These AI Stocks Could Create Millionaires in 2026

Preview:The video argues that the biggest AI wealth creation will come from a basket of six names: Micron, Nebius, Palantir, Meta, Nvidia, and CoreWeave. The core thesis is that AI compute demand, data-center buildout, memory shortages, and expanding software monetization are creating a multi-year bull case across the AI stack.

Trumps Calls Off NVDA China Deal, Rate Hikes Incoming | Market Monitor

Preview:A live market monitor focused on AI and fintech names: the speaker argues that Nvidia’s China headline is mostly noise, Microsoft looks attractive after Bill Ackman’s disclosed stake, and Nubank remains a favored dip-buy because of strong growth and unit economics. He also discusses Palantir, cybersecurity valuations, Tesla/Chinese EVs, and a few 13F updates from major hedge funds.

Robinhood Conversation With CFO Shiv Verma

Preview:Robinhood CFO Shiv Verma says the company’s private-markets push via RVI is meant to give retail investors direct, low-friction, exchange-traded access to late-stage private companies like OpenAI, Stripe, and Databricks. He also emphasizes Robinhood’s accelerated use of AI internally and in the app, plus a high-performance culture built around fast shipping, customer trust, and profitable growth.

Why Everyone Is Suddenly Watching This AI Stock

Preview:The video is a bullish earnings reaction on Nebius. The speaker argues Nebius just delivered a blowout quarter with accelerating AI cloud revenue, rising ARR, strong GPU demand, higher pricing, and a large cash buffer, while emphasizing that recent net income was flattered by a non-cash ClickHouse revaluation.

dLocal Stock (DLO + NU) Earnings Call | Q1 2026 Breakdown

Preview:The video is a live earnings recap focused primarily on dLocal and Nubank, with side commentary on Figma, Applied Materials, Nvidia, and broader AI/fintech market action. The speakers argue that dLocal’s topline remains extremely strong despite an EPS miss tied partly to a one-off tax adjustment and that Nubank also showed solid growth but may face a market reaction due to margin/expense concerns and unchanged guidance.

CEREBRAS IPO, AI TRADE GOING HIGHER, WHAT NOW? | Market Monitor

Preview:The video is a live market wrap centered on the Cerebras IPO, which the host frames as a major signal for the AI trade and for future AI IPOs. The speaker is bullish on AI infrastructure names like Nvidia, Cerebras, CoreWeave, and Nebius, while also maintaining long-term conviction in fintech names like Nubank and Mercado Libre despite near-term volatility.

Should We Sell SoFi To Buy Micron Stock? | Feat. Steven Fiorillo

Preview:A fast-paced two-person market discussion centered on SoFi, Micron, Nvidia, and CoreWeave/Nebius. The speaker argues SoFi’s bull case is not broken but the “tech platform” narrative has weakened, while Micron and the AI infrastructure complex look increasingly attractive because consensus may be underestimating the duration and size of the capex/compute cycle.

Nebius BEAT, NVDA All Time Highs, SoFi Falls | Market Monitor

Preview:A rapid-fire market wrap centered on Nebius’s post-earnings surge, continued enthusiasm for AI infrastructure names like CoreWeave and Nvidia, and rising concern that hotter inflation and higher rate-hike odds could pressure rate-sensitive names such as SoFi and building-products exposure like QXO.

Nebius Stock (NBIS, WIX, BABA) Earnings Call | Q1 2026 Breakdown

Preview:Nebius reported a blowout Q1 2026 quarter and raised 2026 capex guidance, with management emphasizing that demand still exceeds supply, prices are rising, and more capacity is already committed for 2027. The call and pre-call discussion framed Nebius as a high-growth AI infrastructure winner, but also highlighted likely near-term volatility from capex expansion, financing needs, and potential dilution.

SoFi CEO Just Bought More After 2 Big Acquisitions

Preview:The video argues that SoFi’s recent acquisitions of PrimaryBid and Composer strengthen its all-in-one fintech stack, expand fee-based revenue opportunities, and fit the CEO’s prior comments about avoiding buying stock while acquisition talks are active. The speaker also views recent CEO insider buying as a bullish signal on valuation, though the stock’s path is said to still depend heavily on rates and macro conditions.

Hot CPI Read, Markets Sell Off, My New Position | Market Monitor

Preview:The speaker framed the session as a broad market wrap after a hotter-than-expected CPI print and a tech-led selloff, then centered most of the discussion on his new starter position in CoreWeave. He also spent substantial time comparing Nvidia vs AMD vs Google, discussing eToro’s earnings, and explaining why he remains bullish on AI infrastructure and memory names despite rate and margin risks.

Nvidia Stock is About to CRUSH Earnings Expectations

Preview:The video argues Nvidia’s equity investments are not just financial bets but strategic customer-development tools that have already generated strong mark-to-market gains and, more importantly, future chip orders. The speaker is bullish on Nvidia because he believes AI demand still exceeds supply, the company’s product roadmap remains ahead of competitors, and recent investments help lock in multigigawatt commitments from customers.

SoFi Acquisition, NVDA All Time Highs, New IPOs | Market Monitor

Preview:The video is a fast-moving midday market wrap centered on Nvidia’s new all-time high and the speaker’s bullish view on AI infrastructure winners such as Micron, CoreWeave, Nebius, and other data-center/memory names. Midway through, the speaker pivots to SoFi’s acquisition of Composer and PrimaryBid, framing it as part of SoFi’s ongoing strategy of buying capabilities rather than building them in-house.

10Q Just Dropped… Why The CEO Bought MORE Shares

Preview:The video is a bullish SoFi breakdown of its Q1 2026 10-Q, focusing on record loan originations, improving funding spreads, higher customer quality, and insider buying. The main caution flag is credit cards, where defaults and lower-FICO balances worsened, but the speaker argues it is still a small part of the business.

Ai Stocks Rocket Higher, New Memory Report | Market Monitor

Preview:The video is a market wrap centered on AI-led momentum: the S&P 500 is said to have hit 7400, Nvidia and semis are running, and memory names like Micron and SanDisk are benefiting from a supply squeeze. The speaker frames AI demand, data-center buildout, and higher token usage as the main drivers, while also noting rate-hike risk from a stronger jobs report.

CoreWeave (CRWV, IREN, COIN) Earnings Call | Q1 2026 Breakdown

Preview:A live aftermarket earnings stream focused on CoreWeave, IREN, Coinbase, and other AI/software names. The speakers framed CoreWeave as a long-duration AI infrastructure story with huge backlog and power expansion, but the stock sold off because margins, capex, and financing complexity still worried the market.

S&P NEW ALL TIME HIGHS, WILL IT LAST? | Market Monitor

Preview:The speaker argues the market’s new highs are being driven mainly by AI and semiconductor demand, with Nvidia, Micron, and related infrastructure names still benefiting despite near-term volatility. He is cautious about calling the move a bubble yet, and frames the current environment as more like late-1999-style euphoria with room to run before a harder reset.

I Missed the AMD Pump... Is Nvidia Stock Next?

Preview:The speaker argues that AMD’s strong earnings show real momentum, but he still prefers Nvidia because it has stronger margins, cash generation, and a better-looking forward valuation.

AppLovin Stock (APP, ARM, COHR) Earnings Call | Q1 2026 Breakdown

Preview:Live earnings-call reaction stream covering AppLovin, Arm, IonQ, and several other reporters. The speaker liked the operating results across the board, especially AppLovin's growth, margin expansion, self-serve launch, and long runway, but the stock reactions were mixed and many names sold off after an initial pop.

AMD Crushes Earnings, NBIS New Highs, Will This Slow Down? | Market Monitor

Preview:A fast-moving market wrap centered on AMD’s huge earnings beat, Nebius’s surge, and the broader AI infrastructure trade. The speaker is bullish on compute demand and sees AMD, Nvidia, data centers, and related software names as beneficiaries, while warning that the biggest risk is chasing lower-quality secondary AI names or companies that have already over-ordered compute and may later resell capacity.

AMD Stock (+ SMCI, UPST, etc) Earnings Call | Q1 2026 Breakdown

Preview:Live earnings stream centered on AMD’s Q1 2026 results, with broad side-discussion of the AI infrastructure trade. AMD beat modestly on revenue/EPS, raised Q2 guidance, and management made a much bigger change to its long-term CPU TAM, which the hosts treated as the main bullish surprise. The after-hours move became a sector-wide rally for semis and related names, while software lagged.

Is The Market Too Bullish on Semi Stocks? | Market Monitor

Preview:The speaker argues that semiconductors and AI infrastructure remain in a powerful momentum phase, with Micron, Nvidia, AMD, and other chip names benefiting from strong earnings, guidance, and AI buildout demand. He also sees select beaten-up software names like Palantir and Shopify as potentially mispriced, though he admits the cycle can stay extended for a long time and that some positions may remain weak before recovering.

Amazon's New UPS Competitor, Big NBIS Update, Semi's Run | Market Monitor

Preview:A fast-moving midday market wrap focused on AI/data-center winners, memory names, and several live catalysts. The speaker is broadly bullish on Nebius, Micron/DRAM, NVIDIA, CoreWeave, Palantir, Amazon, and selected crypto/infrastructure names, while sharply bearish on GameStop’s proposed eBay deal and skeptical of companies he sees as disconnected from fundamentals, like VCX.

Buy The SoFi Dip, Or Double Down On AI? | Feat. Tevis

Preview:A Sunday livestream debate between Tanner and Tevis about whether SoFi still deserves capital versus higher-momentum AI trades, with recurring side discussions on Nebius, memory stocks, Meta, Google, Amazon, Nvidia, and energy. The core tension is valuation/opportunity cost versus business fundamentals and momentum.

SoFi Just Reported Record Earnings... Why is it Crashing?

Preview:SoFi reported a record-breaking quarter that nonetheless broke its streak of triple-beats: EPS came in-line with guidance, not above. The stock crashed ~9%. The speaker walks through the good (record members, products, lending revenue, rule-of-40 at 72), the mixed (net income miss vs. estimates, no guidance raise, forward PE at 23), and the bad (tech platform revenue collapsed to March 2022 levels after losing Chime, fee-based revenue mix falling, near-zero credit card additions). Despite the diversification story backsliding toward lending dominance, he remains bullish — arguing the sell-off is overdone given 30%+ revenue growth and a 23x forward PE that he calls cheaper than the S&P 500.

META, GOOGL, MSFT, AMZN, Big Tech Earnings Review | Market Monitor

Preview:The video is a live midday market monitor focused on the post-earnings reaction across mega-cap tech, especially Google/Alphabet’s huge rally versus weakness in Meta and Microsoft. The speaker argues the market is rewarding companies that are showing concrete AI/data-center demand and punishing those whose AI spending is less clearly monetized, while also seeing rotation and supply-chain pressure across chips, memory, and cloud infrastructure.

Fed FOMC, SoFi Earnings, Big Tech Earnings... | Market Monitor

Preview:This is a live market wrap centered on SoFi’s post-earnings selloff, the Fed’s no-change decision, and how both intersect with rate-cut expectations. The speaker argues the quarter was fundamentally strong but the stock is being punished because guidance was not raised and the market is now pricing in no cuts, with some additional pressure from rising oil and Middle East uncertainty.

SOFI STOCK EARNINGS CALL | Q1 2026 Breakdown

Preview:This is a SoFi Q1 2026 earnings-call livestream with multiple market commentators reacting in real time to the release and then to the live call. The core takeaway is that SoFi posted very strong top-line results — 41% revenue growth, 31% adjusted EBITDA margin, record member/product growth, and record loan originations — but the stock sold off because guidance was not raised and the tech platform segment was weak.

OpenAI Misses Revenue, Data Center Stocks TANK... What Now? | Market Monitor

Preview:The speaker argues that the market is overreacting to a Wall Street Journal report about OpenAI missing revenue targets, and he expects the selloff in Nvidia, Oracle, and related AI/data-center names to reverse. He remains constructive on AI spending and especially Nvidia, but says his own position is already too large to buy more; instead he is more interested in trimming or hedging and rotating into other AI beneficiaries like Nebius, CoreWeave, Micron, Qualcomm, and possibly AMD.

SOFI Could Make a Huge Move (Watch Before Wednesday)

Preview:The video is a bullish pre-earnings setup on SoFi ahead of Q1 2026 results on Wednesday. The speaker expects a triple beat—revenue, EPS, and guidance—arguing that member growth, loan volume, and profitability should all come in above consensus, which could support a stock move higher into and after earnings.

Big Tech Earnings, New All Time Highs, SoFi Predictions | Market Monitor

Preview:A market wrap centered on big-tech earnings, Nvidia’s new all-time highs, and what the latest OpenAI/Microsoft restructuring means for the AI capex trade. The speaker is broadly bullish on large-cap tech, especially Nvidia and Google, while warning that some lower-quality AI-adjacent names and expensive software names carry more risk.

AMD UPGRADES, NVDA HITS $5T, AI DEMAND ACCELERATES | Market Monitor

Preview:This is a fast, bullish live market wrap focused on Nvidia’s move toward fresh highs, a broad semiconductor surge, and the speaker’s conviction that AI demand is still early rather than late. The host repeatedly frames the current move as evidence that the AI buildout is accelerating, not peaking, while also discussing Microsoft, Amazon, SoFi, Nebius, Intel, AMD, and the broader implications for portfolios.

ANTHROPIC $1T VALUATION, SAASPOCALYSE, HUGE MU UPGRADE | Market Monitor

Preview:This is a fast-moving market wrap centered on a sharp selloff in software, a violent intraday reversal in the broad market tied to Middle East/ Iran escalation fears, and continued enthusiasm for AI infrastructure and memory. The speaker argues that enterprise software like ServiceNow is vulnerable to valuation compression and model-driven disruption, while names tied to compute, memory, semis, and cloud/AI infrastructure remain the cleaner long bets.

Tesla Stock (TSLA) Earnings Call | Q1 2026 Breakdown

Preview:A live earnings-reaction stream focused on Tesla, ServiceNow, IBM, and other after-hours reports, with the panel mostly talking through the numbers and what they imply for software and the broader bull market. Tesla was framed as a story-stock call around FSD, Optimus, Cybercab/semi and AI ambitions, while ServiceNow’s miss/near-miss led to a sharp software selloff.

Google $GOOGL Cloud Next 2026 LIVE | Market Monitor

Preview:This is a Google Cloud Next 2026 keynote-style product showcase focused on Gemini Enterprise, Google’s agent platform, AI infrastructure, and customer case studies. The speaker frames the event as a shift from AI pilots to production-scale agentic workflows, with strong emphasis on Google’s capex buildout and enterprise adoption.

Missed the Nvidia Boom? These 4 Stocks Are Next

Preview:The video argues that the next major AI winners may outperform Nvidia over the next three years, highlighting Amazon, Wix, Alphabet, Nebius, CrowdStrike, and Micron as beneficiaries of AI infrastructure, cloud demand, coding tools, cybersecurity spend, and memory shortages.

Amazon $100b Anthropic Deal, SoFi Crypto, OpenAI Winning Again? | Market Monitor

Preview:The video is a lively midday market wrap focused on a mixed-to-lightly red tape, AI infrastructure winners, crypto/fintech catalysts, and rising geopolitical risk around Iran. The speaker is broadly bullish on AI compute, AWS/Anthropic, AMD, Tesla autonomy, and several cloud/software names, while flagging that the market is getting hit by Iran-related escalation and oil spikes.

Markets 14 Day Rally?, NVDA Worries, SoFi Green | Market Monitor

Preview:A midday market wrap focused on the end of the NASDAQ’s 13-day winning streak, a bullish but cautious stance on big-cap tech, and a series of company-specific catalysts in QXO, Micron, Nvidia, SoFi, BMR, and AI-related names. The speaker mixed market commentary with personal portfolio thoughts, highlighted Howard Marks and Tom Lee on private credit and equities, and closed with a meetup announcement.

What Wall Street is MISSING About SoFi's Q1 Earnings

Preview:The video is a bullish, prediction-heavy preview of SoFi’s Q1 2026 earnings. The speaker argues SoFi will post record member, product, revenue, margin, and EPS growth, with crypto, credit cards, and continued cross-sell offsetting a dip in technology revenue from Chime leaving the platform.

Market 13 Day Rally! Oil Prices Fall, Iran Deal | Market Monitor

Preview:A bullish midday market wrap centered on a 13-day NASDAQ winning streak, the S&P's new highs, and a risk-on rotation fueled by easing Iran/oil headlines and continuing AI enthusiasm. The speaker argues that dips in growth and AI names have repeatedly been buying opportunities, while the bigger structural winners remain Nvidia, hyperscalers, and compute-adjacent infrastructure.

Why Anthropic Might Send Nebius Stock to $200 a Share

Preview:The video argues Nebius stock can keep running toward and possibly above $200 because the market is rerating the company for explosive AI-cloud demand, new hyperscaler-style contracts, and continued price-discovery momentum. The main caution is that further upside may come with dilution or debt funding, which could create volatility even if the long-term business case improves.

Market 12 Day Streak?!, Google CapEx, Coreweave Raises | Market monitor

Preview:A midday market wrap focused on the NASDAQ’s attempt to extend an unusually long winning streak, the strength in large-cap tech and software, and a heavy rotation of AI/data-center names. The speaker was notably bullish on tech, CoreWeave’s growth model, Robinhood’s long-term platform advantage, and Nvidia-linked infrastructure demand, while warning that aggressive capital raises and leveraged or crowded narratives can create volatility. The show also touched on Trump/Israel-Iran ceasefire headlines, oil volatility, Meta’s headset price hikes from memory costs, and Tom Lee’s view that stocks can absorb the oil shock better than feared.

Markets Hit All Time Highs, What Are We Buying? | Feat. Steven Fiorillo

Preview:A live market chat arguing that the rally in mega-cap tech is still early, with the hosts leaning bullish on Nvidia, Microsoft, Meta, Amazon, and select software like Workday. The discussion mixes stock-market commentary, position management (covered calls), and a broader thesis that enterprise software disruption from AI is overstated while high-quality businesses and the S&P remain the preferred long-term buys.

Anthropic Upgrades, New CRWV Deal, Stock Rally Continues | Market Monitor

Preview:A fast-moving midday market wrap focused on today’s broad rally, AI infrastructure headlines, and a strong bullish tape. The speaker repeatedly highlights CoreWeave’s new multi-billion-dollar deal with Jane Street, Anthropic’s rising valuation and compute demand, Allbirds’ meme-like pivot into AI infrastructure, and the market’s ability to keep rallying despite Iran/war uncertainty and earnings caution.

Nvidia Boom, Meta Ads, SoFi Fees, Bottom is in? | Market Monitor

Preview:A lively market wrap focused on an AI-led risk-on rebound: Nvidia, Amazon, Meta, Micron, and several data-center/memory names were ripping, while the host argued the market had likely made a local bottom on March 30. He also highlighted SoFi as a beneficiary of easing rate-cut fears, discussed Nebius dilution and covered-call management, and warned software names could be under pressure if Anthropic’s new product release intensifies AI-platform competition.

CapEx Is Back, Nvidia Runs, The Neoclouds RALLY! | Market Monitor

Preview:A lively midday market wrap centered on the AI infrastructure trade: the speaker argues that Anthropic/OpenAI demand is driving a rotation into Nvidia, CoreWeave, Nebius, Micron, TSMC, and related “neocloud” names, while software and some SaaS names are getting repriced lower. He repeatedly frames compute as the scarce input that converts directly into revenue, and says the market is rewarding companies aligned with the strongest AI model ecosystems.

Meta’s New $21B Deal, NVDA Record Rev, Trump Update | Market Monitor

Preview:A live market wrap centered on whether the March 30 pullback marked the low, with the host leaning bullish on the idea that the market may already have bottomed. He emphasized strength in mega-cap tech, AI infrastructure, e-commerce, and selected growth names, while also warning that expensive software names remain vulnerable and geopolitics can still swing the tape.

Trump LIVE, SoFi Website Traffic, AI Surging, BMNR Holdings | Market Monitor

Preview:This is a long market live stream centered on Trump’s Iran briefing and its market implications, followed by a wide-ranging equity and thematic scan. The speaker is highly opinionated, mixes political commentary with trading views, and repeatedly argues that the Iran situation is driving oil, inflation expectations, and risk assets, while also highlighting names tied to fintech, AI compute, memory, and space.

Tesla Deliveries, Memory Prices BOOM, SoFi Business Banking | Market Monitor

Preview:The video is a fast-moving midday market wrap centered on three themes: oil/geopolitics, SoFi’s new business banking push, and the AI/memory capex trade. The speaker sounds broadly bullish on AI infrastructure names like Nvidia and Micron, cautiously optimistic but not fully committed on SoFi’s new vertical, and wary that higher oil could become a broader macro problem if it persists.

Huge SoFi Q1 Growth, HOOD Deposits, Market Hopeful On Iran | Market Monitor

Preview:The video is a live market wrap centered on a broad risk-on bounce, SoFi’s strong app/download momentum, Robinhood’s banking deposit growth, and evolving Iran/geopolitical headlines that keep intraday sentiment unstable. The host is broadly constructive on long-term winners like SoFi, Robinhood, Amazon, Microsoft, Nvidia, and Intel, while arguing that short-term market noise and recession fear are being over-read versus the underlying business data.

Iran Wants Peace, US Wants Peace, Markets Goes GREEN | Market Monitor

Preview:A live market-monitor stream reacting to a sudden risk-on rally tied to headline progress on the US-Iran situation. The host frames the move as either a durable bottom or a dead-cat bounce, then spends most of the video connecting the rally to falling oil, lower VIX, strength in high-beta growth names, and a broader AI-compute thesis led by Nvidia and related suppliers.

Chip Stocks DESTROYED, Inflation Shock, What's Next? | Market Monitor

Preview:A live market-monitor stream focused on a sharp selloff in semiconductors, a jump in oil and war risk tied to Iran, and how those shocks are rippling through tech, cloud/AI infrastructure, and speculative growth names. The host argued that some AI and cloud names remain fundamentally supported by rising GPU rental demand, while broader market pricing is being hit by inflation, recession fears, and geopolitical damage.

Why SoFi Stock is PLUMMETING (Worst Is Yet To Come?)

Are We Due For A Broad Market Correction? | Market Monitor

Preview:The speaker argues the market is in a broad correction, with heavy red across Nasdaq, software, fintech, cyber, and high-multiple growth names, while gold, oil, and some defensives are bid. He frames the selloff as a mix of geopolitical shock, higher-rate/less-cut expectations, and multiple compression, but he also spends a lot of time on long-term investing ideas: friction removal expands TAM, and the market often underestimates how new products grow demand.

Muddy Waters EXPOSED? SoFi Hits Back with $3.6B Deal!

Preview:A SoFi-focused monologue covering the company's $3.6B loan-platform deal, the new SoFi Plus subscription tier, the Muddy Waters short report (and Carson Block's outreach attempt), short-interest data, SoFi USD stablecoin progress, the Clarity Act/Coinbase tension, and a speculative buyback idea — all from a bullish retail analyst defending the stock amid a post-short-report selloff to ~$15.87.

VCX Short Report, META Lawsuits, Sell Off Continues | Market Monitor

Preview:The video is a noisy midday market wrap centered on a broad risk-off tape, the Iran/geopolitics-driven selloff, and the speaker’s bullish long-term stance on quality growth names like SoFi, Meta, Nvidia, and Micron. The biggest actionable thread is that he sees the market reacting more to headlines and sentiment than to business fundamentals, especially after SoFi announced a $3.6B expansion of its loan platform business.

Is The AI Bubble Finally Popping? | Feat. Steven Fiorillo

Preview:A long, interview-style market discussion centered on AI capex, Nvidia, Zeta Global, SoFi, and the idea that the AI buildout is still early despite bubble concerns. The speakers argued that AI is driving real productivity gains, that companies with proprietary data and strong ROI can defend themselves, and that attempts to slow data-center buildouts would likely hurt U.S. competitiveness more than they help.

Are Stocks Recovering or Just Another Fake Bounce? | Market Monitor

Preview:The video is a live market-monitor style monologue focused on AI/memory stocks, SoFi, private-market bubble signs, and a few day-of-news items. The speaker argues the recent selloff in Micron and other memory names is overdone, sees the Google 'Turbo Quant' news as DeepSeek-like noise rather than a fundamental threat, and remains constructive on Nvidia, Nebius, and other AI infrastructure plays. He is also upbeat on SoFi’s growth and product expansion, while warning that macro deterioration or rate hikes could still pressure the name.

META Selloff, SMCI Founder Arrested & MORE | Market Monitor

Preview:A live market-monitor stream focused on a sharp selloff in mega-cap tech, with the host arguing that the AI trade is still intact despite near-term pain, while also highlighting oil shock risk, Fed uncertainty, and a few names he still wants to own on weakness.

SoFi Short Report, Micron Earnings & Nvidia GTC! | Feat. Steven Fiorillo

Preview:This was a live, two-person market discussion centered on SoFi’s short report, Micron’s earnings, Nvidia/GTC, Super Micro (SMCI) allegations, and the impact of Middle East escalation on markets. The speakers were generally bullish on Nvidia and Micron on valuation and earnings power, more cautious on SoFi because of its dependence on rate cuts and macro conditions, and skeptical that the Muddy Waters SoFi short thesis proved fraud rather than aggressive accounting and disclosure choices. They also spent time on the broader market reaction to war risk, arguing energy infrastructure damage is far more durable than tariff headlines and could change the macro backdrop for risk assets.

New NVDA Fears, Buying Micron & DLO Earnings Surprise | Market Monitor

Preview:A fast-paced midday market wrap focused on violent post-earnings moves, with the speaker arguing that fear is overwhelming fundamentals. The main thesis is that names like Micron, DLocal, Nvidia, SoFi, and other AI/fintech stocks are being sold despite strong business results, which he sees as a market-wide risk-off tape rather than a company-specific problem.

FOMC, Micron Earnings, SoFi Short Report & More | Market Monitor

Preview:A long market-monitor livestream covering the FOMC, SoFi’s short-report backlash, crypto regulation, and especially Micron earnings. The speaker framed the Fed decision as expected, argued inflation risks from oil/tariffs remain real but uncertain, and then spent much of the session on Micron’s massive earnings and guidance beat, treating it as a major AI/memory supply-cycle signal.

Short Sellers Targeted SoFi Stock... Then THIS Happened

Preview:The video argues that Muddy Waters’ short report on SoFi was overstated, misleading, and quickly contradicted by SoFi’s own response, insider buying, and the speaker’s interpretation of loan-sale economics. The speaker frames the report as sensationalized short-seller tactics that caused a sharp but brief selloff, then claims the market overreacted because the alleged accounting issues were either misunderstood or already disclosed in different form.

NVIDIA GTC 2026 LIVE | Jensen Huang Keynote

Preview:This is a live-market keynote watcharound built around Nvidia GTC 2026, with the speaker mostly framing Nvidia as the central infrastructure layer for AI and using the event as a near-term trading catalyst. The transcript mixes market commentary, live reaction to a Jensen Huang keynote, and a strong bull case for Nvidia, Nebius, Micron, and related AI infrastructure names.

Wall Street is Selling SoFi. Here’s What They Aren't Telling You

Preview:SoFi stock has fallen 33% to under $18/share amid a private credit selloff that has hit much larger names like Blackstone, KKR, and Aries. The speaker argues the selloff is sentiment-driven rather than company-specific, noting SoFi missed S&P 500 inclusion in March but that odds have actually improved. New job postings reveal SoFi is building a commercial banking division with a real-time payment network (SEN) and digital asset custody. The macro setup is challenging: SoFi's 2026 guidance assumes two rate cuts, but the Iran-driven oil spike makes that only an 18% probability. Despite this, the speaker remains bullish, citing CEO Anthony Noto's wartime leadership and SoFi's track record of beating guidance through tough environments.

Meta Taps Google For AI Model, Market Sells Off | Market Monitor

Preview:The video is a fast-moving market wrap centered on Meta’s weak AI-model report, broader tech weakness, rising oil prices, and a growing debate about whether the market is near a bottom. The speaker argues that Meta’s AI spend looks increasingly troubling, while Google, Nvidia, and even service/software names may benefit from the AI stack shifting toward licensing, cloud, and enterprise agents. He is also bullish on several growth names, but he repeatedly frames the day as part of a larger selloff driven by geopolitics, inflation, and risk-off sentiment rather than a clean company-specific story.

Why BMNR is Hoarding Cash (The "Big Move" is Coming)

Preview:The video argues that Bitmine Immersion (BMNR) is quietly preparing for a larger Ethereum deployment rather than winding down. The speaker points to a rapidly rising cash balance, record raise levels, and continued ETH accumulation as evidence that the company is positioned for a potential “big move” if Ethereum dips or the crypto cycle turns up.

Nvidia Invests in Nebius! New Tesla AI! | Market Monitor

Preview:The host argues Nebius is the day’s standout AI trade after Nvidia’s $2B investment, framing Nebius as still cheap, likely to benefit from escalating AI demand, and potentially on a path to much larger data-center scale. He also broadens that bull case to CoreWeave, IREN, Cipher, Robinhood, Uber, Wix/Base44, and the AI/cloud stack, while reacting live to macro shocks like Iran-related headlines and oil spikes.

Meta's Acquisitions, NVDA Models, & BMNR's New Strategy | Market Monitor

Preview:This is a fast-moving market wrap centered on X Money, oil/Red Sea/Hormuz disruptions, Nvidia-related names, and a shifting thesis on BMR. The speaker argues X Money’s high APY and cash-back debit card look like an aggressive customer-acquisition loss leader, says oil’s price action is being driven by war headlines and official reversals, and claims BMR may need to change strategy because it is now trading below MNAV.

New Website Traffic Data, GPU Prices Soaring! | Market Monitor

Preview:This is a fast-moving market monitor centered on a broad risk-off/risk-on intraday tape, AI/data-center names, fintech traffic data, and the latest commodity shock from Iran-related headlines. The host argues that website-traffic trends remain a useful early signal for names like Cash App, Robinhood, and SoFi, while also emphasizing that oil spikes and supply-chain disruptions could pressure inflation and growth. He is constructive on AI infrastructure and cloud/rental compute beneficiaries like Nvidia and Nebius, and he repeatedly frames the market as reacting to both geopolitics and the ongoing AI buildout.

Trump Preps STRONG New Rules On AI Chip Sales... | Market Monitor

Preview:The video is a fast-moving market livestream centered on two main themes: a rumored Trump administration rule that could tightly restrict global AI chip exports, and a broader rotation in AI/software/fintech names. The speaker is clearly bearish on the policy idea for Nvidia and AMD in the near term, while also arguing it could push foreign buyers toward alternative suppliers and accelerate non-U.S. chip ecosystems.

SoFi Just Released Its Most Profitable Business Model

Preview:The video argues that SoFi’s new USD stablecoin product could become a major profit engine because it sits on Ethereum, uses bank-regulated reserves, and can be used for payments, settlement, and infrastructure services. The speaker also highlights supporting moves like Mastercard integration, a Solana partnership, stronger crypto incentives, and a larger HELOC offering as signs that SoFi is widening its monetization opportunities.

NVDA Fireside Chat LIVE, HOOD Event, Wix Earnings | Market Monitor

Preview:This is a market-wrap style live stream centered on Jensen Huang’s Nvidia fireside chat at Morgan Stanley, with the host using it to reinforce a bullish AI/compute thesis. The speaker argues that Nvidia’s full-stack control, supply-chain strength, and ecosystem reach make it the key enabler of an expanding AI token economy, while also commenting on Robinhood, Wix, Nubank, Nebius, and a Goldman Sachs interview on US resilience and Iran-related market impacts.

Everything Is On Sale, What Stock To Buy? | Feat. Steven Fiorillo

Preview:A livestream interview-style discussion centered on fintechs, especially Robinhood and SoFi, then broadened into a strong bullish case for Amazon and NVIDIA while expressing skepticism about Apple’s relative valuation. The speakers argued that Robinhood is building toward a consumer finance “super app,” SoFi belongs above Robinhood in that category, and fintech remains attractive because it is high-margin, regulated, and easy to analyze. The conversation then shifted heavily into AI capex: they think hyperscalers are still in the buildout phase, that Amazon’s capex surge is misunderstood by bears, and that the biggest AI winners may be the companies spending aggressively now rather than optimizing for free cash flow immediately.

Noto Buys SoFi, Originations Updates. Nvidia Upgrades | Market Monitor

Preview:A fast-moving market wrap centered on SoFi, insider buying, fintech sentiment, and a few big-cap crosscurrents. The speaker is clearly bullish on SoFi after Anthony Noto disclosed a roughly $1 million purchase, and he frames that plus other insider buys as evidence executives are buying dips rather than signaling weakness. He also highlights Upstart’s improving origination data, Target’s better-than-feared guidance, Nvidia’s China-related export uncertainty, and broader worries around credit/private credit, software disruption, and market volatility.

SOFI CEO Just Bought the Dip! Why This Is Just The Start

Preview:The video argues that SoFi CEO Anthony Noto’s recent $1 million open-market purchase is a strong bullish signal. The speaker frames it as unusually meaningful because Noto bought immediately after a lockup/forward-contract-related window opened, and because executives tend to buy only when they think the stock is undervalued.

AI & Crypto Stocks Start Rebounds, Will It Last? | Market Monitor

Preview:The host argues the market’s AI, crypto, and selected risk-on rebound is real, not a dead-cat bounce. He is especially bullish on Nvidia, Ethereum-linked exposure, SoFi, and a handful of AI/software names, while tying near-term tape action to the Iran conflict and to company-specific earnings and product catalysts.

Don't Get Fooled by the Nvidia Sell-Off (The Truth)

Preview:The speaker argues that NVIDIA's post-earnings 13% sell-off is a buying opportunity, not a warning sign. He points to accelerating revenue growth (73.2%), 75% gross margins, conservative guidance that excludes China data center revenue, and a forward P/E of ~19.4x as evidence the stock is "ridiculously cheap." His core thesis: the AI buildout is only ~3 years into a decade-long cycle, hyperscaler capex is still accelerating toward $700B+, and the rise in inventory that spooked the market is actually a normal pre-ramp signal ahead of the Rubin architecture launch.

Markets Sell Off Tech & AI Worries.... Again | Market Monitor

Preview:The video is a fast-moving market wrap centered on a selloff in AI, software, and fintech names. The host argues the move is mostly an overreaction and uses it to add to Nvidia, Nebius, SoFi, and other growth names while dismissing concerns around circular AI spending, margin pressure, and temporary weakness in the sector.

Stocks Sell Off On Good Earnings, I'm Buying | Market Monitor

Preview:The video is a live market rant/review centered on post-earnings selloffs in Nvidia, Nu Holdings, Chime, Shift4, and a few other names. The speaker argues that Nvidia’s quarter was excellent and that the stock’s drop is mainly valuation/crowding and “sell the news,” while he is also highly constructive on Nu Holdings as a long-term compounder and much more skeptical of higher-risk or devalue names like Shift4 and PayPal.

Nvidia (NVDA) Earnings Review | Feat. Steven Fiorillo

Preview:An interview-style market discussion centered on Nvidia’s blowout earnings and what they imply for AI infrastructure, margins, valuation, and the durability of the capex cycle. The speakers are extremely bullish on NVDA, argue the market is still undervaluing its growth and profitability, and broaden the discussion to AI-adjacent names like TSM, ASML, Nebius, CoreWeave, Zeta, and Salesforce, plus a speculative side discussion on Netflix, Warner Bros. Discovery, and the future of content creation in the AI era.

Nvidia Stock (NVDA) Earnings Call | Q4 2025* Breakdown

Preview:This is a bullish, highly opinionated Nvidia earnings live reaction focused on the company’s role in the AI capex cycle. The hosts argued that Nvidia is still early in the buildout, that hyperscaler spending can continue, and that the main risk wasn’t demand but supply bottlenecks like memory, advanced packaging, power, and wafers. When the results finally came out, they were strongly above expectations: revenue, earnings, gross margins, and next-quarter guidance all beat, reinforcing their view that the AI infrastructure cycle is not close to ending.

Nvidia Earnings Up Next, AI Agents, SoFi Ads | Market Monitor

Preview:This is a bullish, high-conviction market-monitor stream centered on Nvidia earnings, AI agents, stablecoins, and a handful of consumer/fintech names. The speaker argues that recent AI agent products from Perplexity, Notion, and Claude show the technology is still early and will increase compute demand, not reduce it, which is why Nvidia should report strongly. He also extends that logic to Circle, arguing stablecoins are becoming the money layer for AI-driven commerce, and to names like SoFi, Uber, and crypto infrastructure plays that could benefit from more payments and automation.

Why I’m LOADING UP on SOFI Stock Right Now

Preview:The speaker is bullish on SoFi and says he is buying more shares around $18, framing the recent selloff as a valuation reset rather than a business deterioration. His core case is that revenue, member growth, fee-based mix, margins, and guidance have all improved materially, while the stock has fallen sharply with other high-beta names.

AI Buildout Continues, I Bought The SoFi Dip | Market Monitor

Preview:The streamer argues that the AI buildout remains the dominant market theme, highlights bullish analyst upgrades on Nvidia and Google, and says he bought SoFi on the recent selloff. He also extends that bullish lens to other infrastructure and platform names like Amazon, Meta, Nebius, Uber, Coinbase, Wix, and certain financials, while dismissing some bearish takes as missing the broader market rotation.

Why SoFi's CEO is Waiting for March 1st (The $49 Target)

Preview:The speaker breaks down a February 6th interview with SoFi CEO Anthony Noto, focusing on Noto's statement that he would have bought SoFi stock if March 1st had already passed — but he was blocked by a short-swing profit rule tied to an August 28th prepaid forward contract. The speaker calculates that Noto's cap price on that forward was $49.18, implying 80–160% upside from ~$19. If Noto does NOT buy after the blackout lifts on March 2nd, the speaker speculates that an acquisition (business banking, crypto, AI, or a competitor like LendingClub) could be in the works. The stock has fallen ~6% since the interview; institutional ownership just hit a new high.

Is Tom Lee Finally Right About the ETH Bottom? (BMNR Update)

Preview:The speaker provides a BMNR (Bitmine) update, noting that Tom Lee has accelerated Ethereum purchases — buying ~62,700 ETH in just a few days versus the recent ~40,000/week pace — possibly signaling a Tom DeMark bottom. BMNR now holds 4.37M ETH (3.62% of supply), staking yields ~$181M/week, and trades near 1x MNAV. He also covers the controversial $200M Mr. Beast acquisition, the White House's March 1 deadline for stablecoin yield clarity, and Brian Armstrong's April target for the Clarity Act, which he sees as a potential institutional catalyst — though he cautions the market could sell the news.

Trump Press Briefing Regarding Tariffs... | Market Monitor

Preview:This was a live reaction stream to Trump’s press briefing after a Supreme Court ruling narrowed his tariff authority. The speaker framed the ruling as disappointing but immediately focused on Trump’s claim that alternative legal tools still allow a 10% global tariff and additional country-specific investigations, then pivoted into market implications for rates, banks, AI stocks, and tariff-sensitive names.

Markets Turn Sour On Growth, Any Opportunities? | Market Monitor

Preview:This is a fast-moving market wrap centered on growth stocks, software/AI names, crypto regulation, and a lot of live portfolio talk. The speaker’s core view is that the market is punishing growth and software too aggressively, while still rewarding names with strong AI-linked product narratives, buybacks, and durable growth such as Nvidia, Meta, Google, Figma, and Nebius. He repeatedly emphasizes that short-term price action is noisy and often irrational, so he is using pullbacks to add selectively rather than trying to trade every swing.

Will Nvidia get above $250 by EOY? | Feat. Steven Fiorillo

Preview:An interview-style market discussion centered on Nvidia, AI capex, and software names under pressure. The speakers argued Nvidia still has a path to $250+ by year-end, but the market is increasingly skeptical of the moat and is favoring companies that can translate AI into margin expansion, back-office automation, and buybacks. They also debated whether AI threatens SaaS, with Figma, ServiceNow, Salesforce, Wix, and eBay used as examples, and closed with some lighter franchise-ranking and sleep-tech chatter.

I Read Every Page of SoFi’s New 10-K (Here's What's New)

Preview:The video is a bullish read-through of SoFi’s latest 10-K, arguing that the company’s lending, deposits, and customer acquisition metrics are still improving faster than expected. The speaker emphasizes stronger originations, low default rates, a rising net spread, rapid growth in home loans and credit cards, and the payoff from past dilution via lower funding costs and a stronger balance sheet.

HUGE Nvidia Deal, Super Investors Buy Big Tech | Market Monitor

Preview:A fast-moving midday market wrap centered on Nvidia, SoFi, big tech, and AI infrastructure. The speaker argues that Meta’s expanded Nvidia relationship, Anthropic’s large cloud spend, and continued demand for Nvidia chips all reinforce a multi-year AI capex cycle, while also using SoFi’s 10-K to argue the lender’s credit quality is improving sharply. He also touches on prediction markets, the Fed minutes, Robinhood, Microsoft, eToro, Nebius, Shopify, and a broad risk-on tape.

Google Stock is Dipping, and I’m LOADING UP!

Preview:A bullish deep dive on Google (Alphabet) post-Q4 2025 earnings. The speaker highlights Google Search re-acceleration (16.7% growth), Google Cloud at 48% growth with potential 50%+ in 2026, expanding take rates (30% vs 17% YoY), a massive $242B revenue backlog, and record gross margins. He frames aggressive capex ($175-185B for 2026) as a positive — buying "inventory" to capture AI cloud demand — and argues the stock is cheap at 26.5x forward earnings vs the S&P 500. He's buying.

Stock Fears Continue to Build, No End In Sight... | Market Monitor

Preview:This livestream covers Robinhood’s new private-markets product, then broadens into a market commentary on AI beneficiaries, fintech, software, macro volatility, and Fed policy. The speaker is constructive on large platforms and AI infrastructure, skeptical of some product extensions and “cheap for a reason” stocks, and broadly bullish on the idea that AI expands the addressable market for incumbents rather than destroying them.

Is Wix Stock Secretly The Best AI Trade? | Stock Tank Interview

Preview:This is a bullish, valuation-driven pitch on Wix, with base 44 (the acquired vibe-coding startup) as the main catalyst. The speaker argues the market is wrongly pricing Wix as a dying point solution, when most of the business is an embedded SMB platform generating strong free cash flow, and that base 44 gives Wix unexpected AI growth optionality at a fraction of private-market comps.

The Market is WRONG About SoFi (My Biggest Buy Yet)

Preview:The speaker argues that SoFi’s post-earnings selloff is disconnected from fundamentals and says the stock is a buy below $20. He points to strong Q4 2025 results, rising institutional ownership, insider buying, improving valuation, and continued user/traffic growth as evidence that the business is still compounding even if the stock is weak.

Markets Slightly Recovers, Will It Last? | Market Monitor

Preview:The speaker treats the day’s rebound as a selective reset rather than a durable regime change. He remains constructive on long-duration growth names tied to secular trends like crypto, fintech, AI infrastructure, and digital media, while arguing that many recent pullbacks mostly improve entry prices rather than invalidate theses. At the same time, he acknowledges macro softness, rate sensitivity, tariff uncertainty, and the risk that AI buildout and market rotations continue to punish crowded names in the near term.

Market Continues to Sell Off, WTF... | Market Monitor

Preview:The video is a live market-monitor stream reacting to a sharp selloff across speculative growth, fintech, SaaS, and AI-linked names. The speaker argues the drawdown is largely a valuation reset and capex-fear trade rather than a collapse in underlying business quality, with bullish exceptions for large, profitable AI infrastructure spenders like Amazon, Microsoft, Google, Meta, and some smaller hyperscaler beneficiaries like Nebius.

Nebius Group (NBIS) Stock Earnings Call | Q4 2025 Breakdown

Preview:This is a live earnings-call reaction for Nebius (NBIS), focused on whether the company’s Q4 miss mattered more than the much stronger forward signals. The speakers argued the quarter was actually bullish: ARR beat, capacity and contracted power jumped, prepayments funded a large share of capex, and management reiterated a very ambitious 2026 roadmap even as the stock initially sold off on the headline revenue miss.

The Market Hangs On Nvidia Earnings... AGAIN | Market Monitor

Preview:The speaker mostly argues that Shopify is still a high-quality, premium growth company despite a post-earnings selloff, and that the market is mispricing several AI, fintech, and consumer names in a volatile 'good news is bad news' tape. He also uses the session to discuss rates, valuation, Nvidia, Robinhood, Upstart, and a few other earnings/news items, while repeatedly defending a concentrated long-only growth style.

Acquisitions, TSMC Chip Sales, SHOP Upgrades | Market Monitor

Preview:This is a live market-monitor style monologue centered on AI capex, chip demand, and a few event-driven names. The speaker is broadly bullish on Nvidia, TSMC, Amazon, Meta, Google, Shopify, Nebius, and Robinhood, while being skeptical of some software names and of prediction markets being framed as purely a policy issue.

My Honest Thoughts After Interviewing Anthony Noto

Preview:The speaker argues that Anthony Noto’s interview materially clarified SoFi’s strategy, valuation, and long-term growth runway. The core message is bullish: SoFi is being run as a compounding platform with multiple growth vectors—lending, fee-based services, business banking, payments, crypto, and possibly acquisitions—while management is intentionally conservative on guidance to build trust and preserve flexibility.

Nvidia Upgrades, SoFi CEO Interview, Crypto Sell Off... | Market Monitor

Preview:A long, high-energy market wrap centered on Nvidia, SoFi, the software selloff, AI capex, and the implications of large cloud and data-center spending. The speaker is broadly bullish on AI infrastructure, Nvidia, Amazon, Google, Meta, and SoFi, while arguing that many software names are being repriced for disruption risk or weak growth.

EXCLUSIVE: Anthony Noto Reveals SoFi’s 2026 Roadmap

Preview:Anthony Noto argues SoFi can justify a premium valuation through sustained high revenue and earnings growth, expanding fee-based businesses, and rising returns on tangible equity. He says the recent capital raises were opportunistic and accretive, guidance is intentionally responsible rather than sandbagged, and the company’s next growth engines include loan platform expansion, crypto, big-business banking, SoFi Plus, and payments.

Markets Rally HARD, Is The Sell Off Over? | Market Monitor

Preview:A lively market-wrap stream focused on a sharp rebound in risk assets, especially AI/semis, while the speaker remained cautious about whether the selloff is truly over. He argued that Nvidia, big-tech capex, and selected high-conviction equities still look stronger than the market’s current sentiment suggests, but he also said this could easily be another dead-cat bounce if macro or geopolitics deteriorate.

SOFI UNDER $20, Google Cloud SELL OFF?, FEAR! | Market Monitor

Preview:The video is a fast-moving market wrap centered on a broad selloff in high-beta tech and software, with the speaker arguing that the market is overreacting to fear even as many company fundamentals remain strong. He highlights SoFi below $20, Google/Alphabet’s cloud and AI-related earnings strength, and the day’s weak labor data as the main macro backdrop. His core message is that rate-cut expectations may increase, AI is still a net positive for many large platforms, and the market is punishing good businesses too aggressively.

Was Google Earnings The Catalyst We Needed? | Feat. Steven Fiorillo

Preview:A long, upbeat but volatile-market conversation centered on the idea that the recent selloff is more about leverage, margin pressure, and sentiment than broken fundamentals. The speakers argue that Google/Alphabet’s earnings, giant AI capex plans, and still-strong results from major tech names make the dump in Nvidia, Microsoft, Meta, Palantir, Salesforce, ServiceNow, AMD, and others look overdone. They also contrast strong businesses they want to own or add to with a struggling PayPal thesis they think is deteriorating, while repeatedly framing the pullback as a buying opportunity for patient investors.

Software Sells Off, China Trade Deals, PAIN! | Market Monitor

Preview:The video is a fast-moving midday market wrap centered on a tech/software selloff, rotating sentiment, and the speaker’s view that the market is overreacting to AI disruption fears. The speaker argues that high-quality software, semis, and AI infrastructure names are being punished on narrative rather than fundamentals, while pointing to comments from Jensen Huang and Lisa Su as evidence that AI increases tool usage and compute demand rather than eliminating software. He also notes that the broader market is only modestly down, with the pain concentrated in tech, and keeps emphasizing conviction, patience, and buying quality names rather than panicking.

Stock Market Horror, We Need To Talk... | Market Monitor

Preview:The speaker frames the session as a broad market bloodbath driven by earnings misses, sharp de-ratings in software/payments, crypto weakness, and a geopolitical scare after reports of a US military encounter with an Iranian drone. His main response is to stay calm, prefer quality winners that are still beating and raising, and selectively buy large drawdowns in names he believes have durable growth, especially Microsoft, Amazon, Robinhood, SoFi, and some software leaders.

The Market is Wrong About SoFi Stock (Q4 Review)

Preview:The speaker argues that SoFi’s Q4 was fundamentally strong despite the stock selling off sharply on earnings. He highlights record member growth, a billion-dollar revenue quarter, rising deposits and product adoption, improving loan economics, and upbeat 2026–2028 guidance as evidence that the market is underestimating the company’s growth and profitability trajectory.

SoFi Sells Off On Earnings Triple Beat... | Market Monitor

Preview:The video is a fast-moving live market monologue centered on SoFi’s earnings selloff and a broader risk-off day across commodities, software, and several high-beta growth names. The speaker argues SoFi’s quarter and 2026 guidance were strong, the market reaction was irrational, and the weakness was likely driven by concerns around Chime and broader sector rotation rather than fundamental deterioration.

SOFI STOCK EARNINGS CALL | Q4 2025 Breakdown

Preview:This is a live SoFi Q4 2025 earnings-call reaction stream. The speakers were broadly bullish: SoFi beat across revenue, EPS, member growth, product growth, and margins, and management raised 2026 guidance plus long-term 2028 growth targets. The main debate was whether the stock would hold gains into the open given a red macro tape, with the strongest lingering concern being the tech platform/chime revenue drop and whether guidance is overly conservative or slightly sandbagged.

Twas The Night Before SoFi Stock Earnings | Tech Frenzy

Preview:This is a pre-earnings SoFi livestream focused on what the host expects from the next day’s report, especially member growth, lending expansion, revenue growth, and whether management will sandbag guidance. The discussion is broadly bullish on SoFi, but it also flags tactical risks from macro headlines, a possible Fed-chair announcement, dilution history, and whether guidance comes in below the street’s hopes.

Big Tech Stocks Are Split, But What Went Wrong? | Market Monitor

Preview:The video is a fast-moving midday market recap centered on the sharp selloff in big tech, especially Microsoft and Meta, plus a side-by-side read-through of SoFi versus LendingClub ahead of SoFi earnings. The speaker argues the market is overreacting to the software/AI trade being questioned, and that the pullback is creating buyable dislocations in names he already likes. He also frames Meta’s AI spend as already showing up in revenue acceleration, and sees LendingClub’s earnings as indirectly supportive of SoFi’s loan-originations thesis.

META & TSLA Stock Earnings Calls | Q4 2025 Breakdown

Preview:This is a long, live earnings-watch discussion focused on Meta, Microsoft, and Tesla. The panel is most constructive on Meta, wary but still positive on Microsoft, and mixed-to-cautious on Tesla in the near term, even while staying bullish on Tesla’s longer-term autonomy and robotics story.

Big Tech Earnings Are Up, Who's The Biggest Winner? | Market Monitor

Preview:The video is a live market wrap centered on big-tech earnings, Nvidia-China export demand, the Fed’s hold, and a stream of personal portfolio commentary. The speaker is bullish on Nvidia, CoreWeave, Nebius, Meta, SoFi, Robinhood, and several AI infrastructure names, while expressing skepticism about PayPal, SoundHound, Carvana, and some overvalued software/consumer fintech names. He also spends substantial time reacting live to Powell’s press conference and the Fed’s unchanged policy rate.

GOING ALL IN ON AI STOCKS... | Market Monitor

Preview:This is a long, high-energy live market stream centered on the AI infrastructure trade, especially CoreWeave, Nvidia, Nebius, and adjacent names like Meta, Amazon, Reddit, SoFi, Nubank, and Robinhood. The speaker’s core view is broadly bullish on AI compute and cloud capacity, arguing that demand, reliability, and strategic partnerships are keeping the trade strong even after sharp runs in the stock prices.

Nvidia New Deals, Neoclouds & SoFi Upgrades | Market Monitor

Preview:The video is a fast-moving midday market wrap centered on AI infrastructure, especially Nvidia, CoreWeave, Nebius, and broader “neocloud” demand. The speaker is highly bullish on Nvidia’s demand story and on CoreWeave as a quasi-Nvidia proxy, while also touching on silver’s surge, Zoom’s Anthropic stake, SoFi, IBKR, Pagaya, crypto payments, and a grab bag of market/news items.

Why Wall Street Is Wrong About SoFi Earnings

Preview:The video is a pre-earnings preview for SoFi's Q4 results, comparing the speaker's own estimates against three other YouTube retail analysts (Teis from Fundamentals of Investing, Roy Crossroads, Kyle the Stockgoat) and Wall Street consensus. The speaker aggregates a "YouTube consensus" across new members, total revenue, lending, financial services, tech platform (including a $33M Chime termination payment that some analysts excluded), corporate revenue, net income, and EPS. The core thesis: SoFi has beaten Wall Street every quarter since going public, so the retail analyst consensus — which is more bullish than Wall Street — is likely closer to reality. The speaker is cautiously optimistic but less bullish than Roy on revenue growth and margins, arguing it's hard to simultaneously deliver 52% growth and record-high margins.

Top 4 Stocks to BUY NOW for 2026 (High Growth Stocks)

Preview:The speaker presents four stocks he is buying in 2026 as diversification away from Nvidia: Meta (META), SoFi (SOFI), Amazon (AMZN), and Nebius (NBIS). Each pick is justified by revenue growth acceleration, margin improvement, and near-term catalysts. Meta is framed as the cheapest Mag-6 stock with an accelerating ad business powered by AI capex. SoFi is a high-growth digital bank with S&P 500 inclusion potential. Amazon benefits from AWS reacceleration, advertising, and robotics-driven margin expansion. Nebius is an AI data-center play with 400%+ growth, sold-out capacity, and Nvidia as a minor stakeholder. The speaker remains bullish on Nvidia but is not adding due to its 43% portfolio concentration.

The Market Was Wrong, We Were Right... | Market Monitor

Preview:A fast-paced market wrap centered on the speaker’s bullish stance toward quality growth stocks, especially Nvidia, Microsoft, Meta, Amazon, SoFi, Robinhood, and Nubank. He argues the market is underappreciating strong earnings, AI capex, and Fed easing, while retail investors are getting too short-term and too speculative.

The Next 10x Opportunity in Retail Brokerage Stocks?

Preview:The speaker compares four retail brokerage stocks — E Toro, Robinhood, WeBull, and Interactive Brokers (IBKR) — across customer counts, revenue, revenue per user, assets under administration, margins, and valuation. E Toro stands out as the cheapest by far (4.4x EV/EBITDA vs. 27.5x+ for peers), but also has the weakest growth and margins relative to the leaders. Robinhood leads on user growth and revenue momentum; IBKR dominates on margins and revenue per customer. The speaker frames E Toro as a potential GARP (growth at a reasonable price) play rather than a glaringly obvious buy, and suggests the choice depends on what metric an investor prioritizes.

Big Tech Is Back! Time To Double Down? | Market Monitor

Preview:The video is a rapid-fire midday market wrap centered on the return of Big Tech and select AI/fintech names. The speaker is especially bullish on Meta, Tesla, Google, E Toro, Nebius, Broadcom, and parts of the AI infrastructure stack, while expressing skepticism toward PayPal, Grab, Netflix, and some retail/payment competitors.

Do We Have Too Much Money In Mag 7 Stocks? Feat. Steven Fiorillo

Preview:This is a long, casual interview-style market discussion centered on Microsoft and Meta, with side debates on Fiscal AI, SoFi, Robinhood/IBKR, crypto proxies like BMNR/Strategy, and portfolio construction around the Mag 7. The main thesis from both speakers is bullish: they argue that the big platform names are being unfairly sold off, remain deeply embedded in enterprise or ad ecosystems, and are still attractive on valuation and cash generation despite heavy AI capex.

AI Demand HEATS UP Ahead of Earnings | Market Monitor

Preview:A live market wrap centered on AI infrastructure, earnings, and a sharp intraday risk-on reversal after Trump said planned tariffs would not go into effect if a Greenland framework deal holds. The speaker is broadly bullish on large-cap AI beneficiaries like Nvidia, Meta, Microsoft, Amazon, and selected fintech/software names such as SoFi, PayPal, Robinhood, and IBKR, while expressing skepticism toward some hyped smaller names and certain healthcare plays.

Why I’m Buying SoFi Before Q4 Earnings (Aggressively)

Preview:The speaker is bullish on SoFi into Q4 2025 earnings, mainly because they expect strong member growth, higher product growth, and continued improvement in revenue and profitability. The key near-term catalyst is the January 30 earnings release, with the speaker specifically looking for a beat driven by member additions, lending growth, and a likely one-time boost to technology revenue from the Chime/Galileo termination fee.

New SoFi Partnership & BMNR Holdings | Market Monitor

Preview:A live market-monitor stream that mixed tactical stock commentary with a few macro clips and a lot of chat banter. The speaker was broadly bullish on big-cap tech, especially Nvidia, Meta, Amazon, and SoFi, while expressing skepticism toward Ethereum treasury vehicles like BMNR and warning that brokerages and software names can get hit when market activity slows.

The Truth About Zeta Global | Stock Tank Interview

Preview:This is a bullish interview-style pitch on Zeta Global from a retail investor who argues Zeta is a misunderstood martech platform with a first-party data moat, omni-channel reach, and improving financials. The speaker’s base case is that 2026 should bring gap profitability, Athena-driven product expansion, and resolution of the short-report/lawsuit overhang, which he believes could re-rate the stock materially higher.

2026 Off to a Strong Market Start | Market Monitor

Preview:The video is a market-monitor style livestream focused on a mixed tape: high-beta names and AI-linked stocks are strong, while software and some legacy enterprise names are under pressure. The speaker is broadly bullish on AI infrastructure, Nvidia, AMD, Broadcom, Meta, Nebius, and Robinhood, while arguing that AI is structurally eating software economics and that companies owning the user/data layer are better protected.

Why I'm Doubling Down On These Stocks | Tech Frenzy

Preview:The speaker argues he is doubling down on a concentrated set of large-cap and fintech names—especially Meta, Nvidia, SoFi, Robinhood, and Google—because he sees accelerating growth, strong margins, durable moats, and founder-led execution. The video is less a market-neutral analysis than a live portfolio thesis update, with a heavy emphasis on valuation, revenue acceleration, AI infrastructure spending, and platform/network effects.

Tom Lee Presents: BMNR Shareholder Meeting LIVE

Preview:A live shareholder-meeting transcript for BitMine (BMNR) centered on Tom Lee’s case that Ethereum is the company’s core treasury asset and long-term business engine. Lee argued the company is rapidly approaching its “alchemy of 5%” Ethereum target, framed BMNR as a highly liquid ETH treasury with no debt and substantial cash, and presented a four-pillar growth plan: maximize ETH yield, make moonshot investments, productize BitMine, and bridge tradfi/DeFi. A large portion of the event was also devoted to defending the $200 million investment in Mr. Beast’s Beast Industries and pitching broader tokenization and Ethereum adoption themes.

Buying The Dip On These Undervalued Stocks | Market Monitor

Preview:The speaker argues the market is mispricing profitable software and fintech names while over-rewarding speculative assets, and he uses the session to explain recent buys in Meta and SoFi while staying constructive on Nvidia, Shopify, Coinbase-adjacent crypto infrastructure, and eToro. He is bearish on the idea that AI will wipe out incumbents wholesale, and he views the 10% credit-card-rate proposal as politically loud but unlikely to become law.

Better Than SOFI? Why This Stock Is Now His Top Pick for 2026

Preview:This is a fintech-focused interview with Devon Ryan of Citizens. He argues that SoFi, Coinbase, Circle, eToro, and Wealthfront are all benefiting from a broader shift toward higher engagement, better unit economics, and more capital-light business models, with crypto/blockchain moving from speculation toward institutional adoption. The main near-term twist is the Trump administration’s proposed 10% credit-card APR cap, which he thinks would be disruptive across consumer credit and could create headline risk and volatility for lenders, even if it doesn’t immediately change business fundamentals.

SoFi Is Prepping For Growth... WOW | Market Monitor

Preview:The video is a broad midday market livestream that mixes commentary on fintech, AI infrastructure, payments policy, crypto, and individual stock ideas. The speaker is most constructive on SoFi, Nvidia, Meta, Microsoft-related data center spending, and some energy/power beneficiaries, while staying skeptical of PayPal, junk-food consumer names, and the near-term uncertainty around payment-fee regulation.

SoFi Investors Weigh Pros & Cons of Trump Credit Caps | Market Monitor

Preview:This is a fast-moving market monitor centered on Trump’s proposed 10% credit-card cap, SoFi, and the knock-on effects for financials. The host argues the policy would pressure credit-card issuers and could rerate names like Capital One, AmEx, Upstart, and SoFi, but repeatedly says he does not think the cap will actually pass. The second major theme is the AI/data-center buildout: Meta’s infrastructure plans, nuclear power deals with Oklo, and the bullish spillover into Nvidia, Nebius, CoreWeave, and edge-compute plays like One Stop Systems.

Big Trump Credit Card Bomb Just DROPPED | Fintech Fridays

Preview:The video centers on an overnight Trump proposal to cap credit-card interest rates at 10% for one year and the immediate market and stock implications if that idea ever gained traction. The panel mostly agrees the proposal is unlikely to pass, but they spend most of the discussion game-planning second-order effects for financial stocks, SoFi, personal loans, buy-now-pay-later products, and card issuers.

Nvidia's Newest Chip Buyers & SoFi Concerns... | Market Monitor

Preview:A fast-paced market livestream focused mainly on two themes: SoFi’s recent card-fee controversy and Nvidia’s demand outlook. The speaker argues the SoFi issue is more about product design, legacy card processing, and early-user edge cases than a full thesis break, while remaining constructive on SoFi’s growth. He is much more emphatic on Nvidia, arguing that accelerating data-center demand, China/H200 orders, and AI infrastructure spending keep the stock fundamentally supported despite complaints that it is 'dead money.'

Live From Nvidia CES 2026 | Market Monitor

Preview:The stream is a live, travel-heavy market monologue from CES focused mainly on Nvidia, SoFi, Amazon, Nebius, and a few other portfolio names. The speaker is bullish on Nvidia’s long runway after CES product announcements, defends SoFi’s business and says the stock’s drop is mostly manipulation/noise, and prefers Nebius over PayPal as a higher-growth AI infrastructure opportunity.

HOOD vs SOFI Stock in 2026, Who Wins? | Fintech Friday

Preview:A fintech Friday panel mostly debates SoFi vs. Robinhood for 2026, with side discussions on a SoFi credit-card fee rumor, Shift4 valuation, and a heated critique of BMR/BitMine-style Ethereum treasury dilution. The group’s tentative stock takeaway is that SoFi may have more upside in 2026 because it has lagged and could benefit more from lower rates, while Robinhood likely has stronger business momentum but tougher comps.

Great Start For Stocks In 2026! | Market Monitor

Preview:A highly energetic 2026 market wrap focused on AI, software rotation, crypto-linked names, and a few stock-specific debates. The speaker is broadly bullish on AI infrastructure and select financial/fintech names, but skeptical of richly valued software, Tesla at current levels, and BitMine’s share authorization plan.