Podcasts about upst

It's the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 portfolio contest.01:28 Planning for the Berkshire Hathaway Annual Meeting09:21 Market Reactions and Investment Strategies13:35 Impact of Tariffs on Investments23:59 Evaluating Stock Valuations and Portfolio Management33:03 Setting Alerts for Stock Prices33:56 Managing a Diverse Portfolio36:43 Conviction in Stock Choices47:48 Impact of Tariffs on Investments50:31 Savvy Trader Portfolio Contest56:04 Core Weave IPO and AI InvestmentCompanies mentioned: AAPL, KNSL, LOB, UPST, WRBY*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on YouTube.04:55 Market Overview and NASDAQ Analysis06:37 Investment Strategies and Stock Valuations20:20 Options Trading Insights30:26 Listener Interaction and Q&A35:17 Recent Stock Purchases37:04 Long-Dated Options Strategy40:01 Costco Investment Insights42:56 Portfolio Contest Update47:13 Pulling Weeds from the Portfolio52:52 Finding New Investment Ideas59:26 QuantumScape vs. WolfspeedCompanies mentioned: CFLT, COST, NVDA, OM, SHOP, TTD, UPST, WOLF, QS*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing stocks that have skyrocketed in value. 01:52 Mailbag Time: Listener Questions02:42 Exploring Options Trading13:20 Understanding Return on Equity and Invested Capital18:50 Investing for Future Generations23:09 Upstart: Recent Developments and Insights25:46 Economic Uncertainties and Market Reactions27:58 Confluent's Growth and Market Position30:09 Understanding Bond ETFs33:02 Closed-End Funds: Risks and Rewards34:39 Frameworks vs. Rules in Investing36:36 Navigating Stock Price Increases43:54 ETFs vs. Individual Stocks48:24 Spam Comment of the MonthCompanies mentioned: AAPL, APP, AXON, CELH, CFLT, FLNC, MELI, UPST, ZMSubscribe to our portfolio on Savvy Trader Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubeInvesting Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine's Day and for years to come. (00:21) Jason Moser and Emily Flippen break down: - The Trade Desk's 30% post-earnings decline, and why it's more about the company's internal structure and execution rather than the long-term ad market opportunity. - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports. (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship. (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk's bid for OpenAI - What BYD's rollout of self-driving technology means for Tesla - Revitalized interest in Upstart's AI lending platform - Developments in the buy now, pay later space Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices

DoorDash (DASH) managed a revenue beat and shared outlook that signaled bulls to buy. That company's rally didn't match Upstart's (UPST) 30% gain after it shared strong optimism on the quarter and its outlook. CVS Health (CVS) regained bullish sentiment after posting its own earnings beat. Diane King Hall turns to some of the morning's biggest movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

Want to hear how wrong we were? Enjoy last year's reckless predictions show. ********************************************************** What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests' great podcasts: Chit Chat Stocks and The 7Investing Podcast. Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Today's Big 3 all tie to the tech trade. @ProsperTradingAcademy's Mike Shorr discusses why Amazon (AMZN), Affirm (AFRM) and Upstart (UPST) are worth watching into the end of the year. Rick Ducat takes a close look at the technical trends for each. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode, Jason and Jeff reflect on their 2024 market predictions, analyzing what they got right and where they went wrong. While reviewing 2024 predictions by guests Simon Erickson from 7Investing and Ryan and Brett from Chit Chat Stocks, they dive into their bold forecasts for Amazon, Cybertruck, home prices, and the Mag 7 stocks. They also share their best and worst investments of the year and forecast stocks to buy and avoid in 2025. Finally, they make their reckless predictions for the year ahead. 02:31 Reflecting on Last Year's Predictions 02:55 The Nature of Predictions and Planning 04:02 Biases in Investing and Predictions 07:21 Reviewing Last Year's Guests and Predictions 09:05 Brett's Prediction: Amazon's Market Cap 12:07 Simon's Prediction: Cybertruck vs. F-150 Lightning 18:48 Simon's Prediction: FinTech vs. Traditional Banks 24:09 Ryan's Prediction: Magnificent Seven Stocks 30:02 Ryan's Other Predictions: Match Group and Home Prices 32:31 Host Predictions and Reflections 33:42 Reflecting on Past Predictions 34:18 Elon Musk's Bold Moves and Predictions 36:08 Reckless Predictions and Market Speculations 37:49 Portfolio Performance and Live Stream Plans 39:18 Market Surprises and Economic Reflections 44:56 Best and Worst Investments of 2024 52:18 Stock Picks and Avoids for 2025 01:01:35 Reckless Predictions for 2025 Companies mentioned: AAPL, AFRM, AMZN, BAC, C, CELH, ENPH, F, GM, GOOG, INTC, JPM, KNSL, MSFT, MTCH, NVDA, OM, SBUX, SOFI, SPG, STEM, TSLA, UPST, X ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Mike Shorr of Prosper Trading Academy swings by with a nuclear power play: Cameco (CCJ). He says A.I. power demand will mean big things for this space, but says CCJ is a technical play. Mike also provides example trade strategies for UnitedHealth (UNH) and Upstart (UPST). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Market downturns happen, and we get a full-on crash every decade or so. As much as we like to think of them as opportunities, thinking that way and acting that way are two different things. And the closer you get to a financial goal, the more at-risk you are of a big downturn upending your plans. In this week's show, Jeff and Jason discuss the difference between asset allocation and diversification, building a portfolio that's more resistant to crashes and individual company risk, and resilient for both the near- and long-term.  Companies mentioned: BEP, CFLT, COST, CRWD, F, HD, HSY, KNSL, LULU, MELI, UPST, V ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  Investors must review the Options Disclosure Document (ODD): https://public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: https://public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.  See terms of the Options Rebate Program (https://public.com/disclosures/rebate-terms).  Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals.  Rates are subject to change at any time. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market's usual knee-jerk reaction to macro updates or is there more for investors to be mindful of? (00:21) Jason Moser and Emily Flippen discuss: - The market's dip earlier this week and whether its business-as-usual or cause for concern. - Anti-trust actions against Alphabet's Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.  - Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart (19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan's NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors. (31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot. Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Bill Mann Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Insider Financial profiles Wearable Devices (NASDAQ: WLDS). To get our FREE reports and eBook: https://www.insiderfinancial.com/lp/youtube This video covers WLDS, DJT, GEO, CXW, POWW, SWBI, RUM, SCNI, UPST. Under The Radar AI Stock: Apple Watch, Low Float and Short Squeeze Potential! Disclosure: ONE22 MEDIA, LLC HAS BEEN COMPENSATED A FEE OF TWENTY THOUSAND USD BY A THIRD PARTY, SHORE THING MEDIA, LLC FOR A ONE DAY WLDS PROFILE. O22 HAS PREVIOUSLY BEEN COMPENSATED A FEE OF TEN THOUSAND USD BY A THIRD PARTY, AMPLIFYIR, LLC FOR A ONE DAY WLDS PROFILE. Insider Financial is not an investment advisor; this video does not provide investment advice. Always do your research, make your own investment decisions, or consult with your nearest financial advisor. This video is not a solicitation or recommendation to buy, sell, or hold securities. This video is our opinion, is meant for informational and educational purposes only, and does not provide investment advice. Past performance is not indicative of future performance. For more information, please read our full disclaimer: https://insiderfinancial.com/disclaimer/ S&p 500, Dow, Nasdaq, SPY ETF, QQQ ETF, quantum computing stocks, Spac stocks, AI stocks, Bitcoin, crypto, Bitcoin stocks, crypto stocks, short squeeze, short squeeze stocks, low float, low float stocks, lithium stocks, ev stocks, small caps, trading, otc stocks, otc stocks list, penny stocks, penny stocks list, NASDAQ penny stocks, NYSE stocks, NYSE penny stocks, biotech stocks #aistocks #pennystocks #shortsqueeze

For the second month in a row, our First Friday livestream was not actually on the first Friday. Alas, life happens. This month, Jeff and Jason talk about the upcoming earnings season, companies they're especially interested in hearing from, a few other earnings-related takes, answer viewer questions, and play a little game with some of the biggest losers they both still own.  Companies mentioned: AMZN, BOC, CURI, CRWD, DOCN, ETSY, FIGS, LMND, ME, NFLX, OM, PTON, PYPL, RDFN, ROKU, SHOP, SLDP, STEM, TDOC, UPST, YTRA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Just how resilient is resilient? (00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry. Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups. Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN Host: Mary Long Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you tired of missing out on big stock market gains? The key to success is knowing when to buy stocks for maximum profit. In this video, We reveal expert strategies for timing the stock market, so you can stop guessing and start making smarter investment decisions. In this video, experienced portfolio managers Roy Mattox and Wesley Mattox reveal the secrets to identifying the best investment opportunities and maximizing your returns. We'll delve into market cycles, technical analysis, fundamental analysis, and macroeconomic trends so you can position yourself for success. Learn how to spot market turning points and make informed decisions based on proven strategies. Discover the critical indicators that signal a market bottom and the launch of a new bull run. We'll discuss the importance of understanding market cycles, identifying leading stocks, and the power of the CANSLIM investment methodology. Don't miss out on the next big wave of market gains. Let's work together to build a winning investment strategy. https://www.ifsinvest.com/ Roy Mattox, Chief Market Strategist / Portfolio Manager Wesley Mattox, Chief Technical Strategist / Portfolio Manager Follow Roy & Wesley on Twitter/X: https://twitter.com/RoyLMattox https://twitter.com/WesleyJMattox

Robinhood making a comeback, Lyft spiking on a guidance typo, QuidelOrtho getting downgraded, and Upstart making progress but not money. Gain a deeper understanding of these stocks as Jon and Pete share their perspectives, potential growth prospects, and market predictions. They also talk about SuperBowl records and Duane Johnson's UFL. Stay on the cutting edge with Rebel's Edge.

Upstart's Q4 2023 earnings call, unedited

What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests' great podcasts: Chit Chat Money and The 7Investing Podcast. Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Upstart's Q3 2023 earnings call, unedited

⏱️60 Seconds $UPWK $UPST $TOST $SPR $NCL $EBAY $TTWO $RIVN Rebel Edge 1pm Bang

Thanks to our listeners for a lot of great questions. Topics include holding cash for the long term, a high-growth Latin American bank, keeping conviction during a bear market, and messing around with cyclical stocks among many more. In the second part of the show, Jason asks Jeff, "what's your market vibes, bro?" Begrudgingly, Jeff answers.  Want us to answer your questions on the next mailbag? See how to reach us below.  Get 20% Off and Free Shipping with the code SMATTERING at Manscaped.com Companies mentioned: ATI, MELI, META, NEE, NEP, NU, OM, SOFI, STLD, TSLA, UPST, WIRE We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @smatteringshow  Check out our YouTube channel for more content:  https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

Today we will discuss a mid morning stock market update with options analysis. We will analyze the SPY, UPS, NKE, UPST

Dicks Sporting Goods was crushed today primarily from the impact of shrinkage. Thieves! We will look at the impact this may have on the retail sector as well as multiple viewer questions on Housing, Mortgages, UPST and more.  Send in your questions live starting at 2pm PT today!   #trading #futures #cryptocurrency #bitcoin #TSLA #DKS #UPST Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/TraderMerlin   Trading Applications used: #TastyWorks, #ThinkOrSwim #CliK, #TradeStation, #TradingView, #Barchart

I love Webull - ⁠Sign up here and get FREE STOCKS⁠ Social Links and more - ⁠https://linktr.ee/dailystockpick ⁠ Follow along with all my trades and journal your own here -  https://savvytrader.com/Dailystockpick/2023-trading-portfolio FREE NEWSLETTER WITH CHARTS - subscribe at ⁠dailystockpick.substack.com ⁠ $PLTR earnings - buying opportunity $BABA and other Chinese stocks pummeled with their economic news Energy has been the play for the last month - tons of options in this space as oil price moves up and supply moves down.  I'll expand some charts in the newsletter so be sure to subscribe.  SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG  $20 off your first month - only $5 for the first month Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Sign up for Webull and get free stocks like I did - https://a.webull.com/yNyte9iTQnfaDYFHdv NOTES Crazy how good the Dow performed yesterday with $AAPL down 1.73%  Dow up 1.16% $QQQ up .85% $SPY up .87%  https://finviz.com/published_map.ashx?t=sec&st=d1&f=080723&i=sec_d1_165783935 $QQQ The Nasdaq has fallen over -3% in a single week 28 other times over the last five years. The next week was green 57% of the time with an average return of +1.49%  https://share.trendspider.com/chart/QQQ/29883zqxec6 Warren Buffett's Berkshire Hathaway $BRK.B hit new All Time Highs today $AAPL Today, Apple daily RSI closed in oversold territory (below 30) for just the 14th time in the last decade. If you bought that close and sold approximately one month later (21 candles) you would have a 57% win rate and average return of +3.77% Are you buying the dip? $DE reports next week with all the moves $BA has been a big mover Earnings  $PLTR - down 8% initially after earnings were in line. $LCID - weaker than expected results - loss of $.40 - street expect $.33 per share and revenue lower. Guidance for full year - they said they will produce 10k units this year - they believe they have enough liquidity to last so no capital is needed - after hours up 6%  $CHGG - up HUGE - they got killed with AI worries last quarter - now they are saying they have insight and $CHGG says they are using AI but not cheating - they have much better insight in to their customers - revenues higher and the hope at $12/share is that they will continue to grow - after hours up 30% $chgg Looking to cover a gap at $17.41 https://share.trendspider.com/chart/CHGG/189461bndsf $BYND - missed - revenue down - guidance lower - stock down 8% at report  Look out - $NFLX coming back $BA on a run  $NVDA may have a buy signal soon on the 4 hour - it triggered on the 65 min algo  $tsla down as the cfo left … a lot of rumors about why - but overall that should not have brought the stock down this much  $pypl launches first dollar-backed stablecoin from a major U.S. financial institution https://www.cnbc.com/2023/08/07/paypal-launches-first-dollar-backed-stablecoin-from-a-major-us-financial-institution.html Ziptrader thinks $pltr will 10x from here  Monday: $PLTR $LCID $BYND Tuesday: $DDOG $UPS $CPNG $RIVN $TWLO $UPST $AXON $MQ Wednesday: $RBLX $DIS $GDRX $TTD $DNA  Thursday: $BABA $IONQ Moodys did cut ratings of several small to mid size banks - remember $faz  $lly up 5% after beating earnings - plus $nvo up over 10% - def the weight loss drugs are pushing these up - novo said the risk of heart disease is cut by over 20% in their trial  For all the degenerates- $amc made a $.01 per share profit  Good video from warrior trading about a trade that yielded 3000% in 30 minutes  https://youtu.be/1xJebA6TH08 Tilray buying ab bev micro brewery stuff - they are expanding outside marijuana  SCANS $OXY $XLY $MRK $SHEL $NKE $CSGP - $100 price target - but it's commercial real estate $MA I think $TQQQ under $40 is a good swing --- Support this podcast: https://podcasters.spotify.com/pod/show/dailystockpick/support

I bought $NFLX - follow along with all my trades and journal your own here -  https://savvytrader.com/Dailystockpick/2023-trading-portfolio I love Webull - Sign up here and get FREE STOCKS I go over the Great 8 and price targets - Nasdaq rebalancing on July 24 FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com  SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG  $20 off your first month - only $5 for the first month Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Sign up for Webull and get free stocks like I did - https://a.webull.com/yNyte9iTQnfaDYFHdv Social Links and more - https://linktr.ee/dailystockpick  NOTES $amzn prime day  Tomorrow CPI data - I won't do a podcast but I will have the newsletter ________________ Yesterday, almost every stock in the Nasdaq 100 went up EXCEPT the magnificent 7 (AAPL, MSFT, GOOGL, AMZN, TSLA, NVDA, META). The only exception was META that went up because its new Threads app gained a record 100m users in 5 days The Mag 7 declined yesterday because it was announced that the Nasdaq 100 index will be doing a special rebalancing to reduce the weightage of the Mag 7 on 24 July.  Currently, Mag 7 makes up 55% of the Nasdaq 100. This weightage change will reduce it to below 50%. This means that Index ETFs that track the Nasdaq 100 will be forced to sell the Mag 7 and rotate the cash into the other 93 stocks. The market has started to price in this change yesterday. I expect the Mag 7 to have a bit of price decline because of this in the short-term... may be a great opportunity for investors to add shares if they get weak enough. Look at $XLE since June $XOM $SLB $OIH $Mro was guy Adamis final trade and I like it  $dkng  $rivn  $uber  $pins Look at savy traders portfolio  $pltr $ulta  $pypl  $sedg - $enph too  ____________ $DKNG (+8.29%), $SOS (+26.33%), $RIOT (+8.91%), $UPST (+12.37%), $MARA (+7.98%), $IOVA (+21.41%), $GRRR (+27.87%), and $NBTX (+24.52%). Fisker rallying 17% on news of a $340 million convertible note offering that could double. Meanwhile, Carvana shares rose 16% after saying it expects exponential growth in its used EV unit as consumers look for more affordable options Low-float Chinese stocks remain on traders' radars, with Prestige Wealth jumping nearly 500% following last week's initial public offering (IPO) _____________________ Wall Street analysts are bearish on the second half of the year 2023 How accurate are their forecasts? Every single time Wall Street was net negative on S&P500  2nd half of year returns, market delivered positive gains     1999 = 7%  2019 = 9.8%  2020 = 21%  2021 = 10.9%  2023 = ??? $GOOG Google closes below its 50 day SMA today for the first time in nearly four months! Below $115 we have a gap to fill. https://share.trendspider.com/chart/GOOG/29883xattvl Social requests $CAKE - by Sherry $MULN for Joe Mark from Spotify - Gary can you please cover. $gld at least on Mondays and or Fridays. I believe lots of everyday listeners do play GOLD and SILVER options. Thank you in advance. Great news on your dog. Evin on FB - $GWW Sam from fb  Hey would you mind taking a look at PAGP. I have been playing around looking for potential breakouts on finviz and this one kinda looks interesting not sure if it's got enough upside left.    Carl on YouTube asked about $t  Trevor on fb  Gary, do you think it's a good time to get into $CAT medium to long term? SCANS $PYPL $ETSY $CRM $GS $UMDD $HIBL $URTY $TARK $ARKG $ARKF $ARKW $ARKK $WYNN $RKT $CAT $SBUX $BLK Vanguard cross ups $VO $RSP $VBK $VWO $VOT $VB --- Support this podcast: https://podcasters.spotify.com/pod/show/dailystockpick/support

Last week we had a therapy session for Jeff in our episode, "I don't know how to invest anymore." Jeff says thanks for helping him work through his struggles. The obvious follow-up? An episode about stocks! In this "back to basics" conversation, Jason and Jeff talked about what has changed, why stocks are still very important investments and offered some insights on how to invest in stocks going forward.  In the second part of the show, we answer two questions listeners have sent in recently, about a similar topic: What do you do with found money (or stocks)? Jason and Jeff discuss ways to make the most of a cash inheritance, a stock inheritance, and some ideas for how you can think about making the best decision if this unfortunate opportunity arises in your life.  Financial planning networks mentioned: https://www.garrettplanningnetwork.com/ https://www.napfa.org/ https://www.xyplanningnetwork.com/ Companies mentioned: TGT, ABNB, BAM, BRK.A, COST, CRWD, NET, OKTA, PG, UPST, WBA, WMT We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @smatteringshow  Check out our YouTube channel for more content:  https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio

$GOOG dev conference announcements with AI - if it holds $109 today we are off to the races $UPST went crazy $RBLX earnings Banks showed up on the daily scans as bullish $ARKW is my favorite - but I take a look at all the $ARK funds Tons of scans in the private FB group and listed below  A look at $SPY weekly and whether we are in a bull or a bear market for a weekly perspective   In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA and Reeses Peanut Butter Cups SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK  Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick  NOTES CPI - 4.9% - this is down AGAIn which is hugely bullish and confirms the fed may pause  Bond rates down, stocks move up big and Bitcoin and crypto up big!  This opens the fed pausing in June and likely reduces rates later this year IF things continue to move this way.  We have PPI tomorrow and the debt ceiling still to get out of a fear mode for downside Oil down based on supply level increase in the US and continued slow demand in China  $GOOG dev conference - I think $108 is the breakout because it's got very little resistance above - auto fib - old resistance turns to support at $109 if we close above it  Dman commented  jeld is up big time again.  Latest picks Generac, seas, smg, Is doing good too and Something Iv been looking at lately is ONON its a shoe company that got traction lately. Deff over priced tho I think. But mid and small caps are the opportunity I think since large is so crowded that being everyone playing safety. Gotta think out of the box sometimes in times like this and not follow the crowd. It's about what's doing good that people don't think are doing good is the trick think I'm getting the hang of. $upst - crazy move  $abnb - weak guidance but I do think it's a good long term play  $pypl - at $65  $soxs - big move  $nvo nordisk for Carl  $dis earnings  $RBLX down on earnings - still had an increase in users year over year $mara and $riot  $uco $sco  $boil $kold  $ARKK $ARKW $ARKG $ARKF Scans $PXD  $AMZN $BA $FANG $XLE $BOIL $HAL $SLB $DRV $SDS $VO  $VTI $XLI $RNG $PINS $CAT $AXP $ODFL $GD $LMT $C $COF $USB --- Support this podcast: https://podcasters.spotify.com/pod/show/dailystockpick/support

Everyone loves a great story. The problem is that great stories don't always make for great investments. Jeff and Jason share their stories of seven stocks they love, but that they hate that they love. It's a story as old as time: The portfolio gets what the heart wants. In the second part of the show, Jeff and Jason play Change my mind, the game where they each bring a stock, and the other person has to talk them out of either buying or selling it. Companies discussed: COIN, FLGT, LMND, MKC, NTB, TELL, UPST, ZM We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio

Our research suggests post-earnings stocks typically follow the earnings direction with volatility contracting. Tony looks at UPST bucking that assumption with volatility staying bid, bullish omi directional trade.  

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock. (17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl

Notes for the show are below some of the links, but I focus on $RBLX $TTD $AMST $DVN $ABNB $SHOP $ROKU $CSCO $NINE $CRDO $ZG In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES $AMST as hype rally - I tweeted - got a tweet back about Chat GPT 3 being implemented - took stock from $.25 to $77 just in pre market with a press release Also $EPAZ $Orcl powers Uber in thr cloud with $goog - they also power tiki tok and could be a big move - josh brown big buy $ABNB - huge beat and surprise $trip - Great guidance - up 10% - experience bookings were up $DVN - missed their whisper number - brought the stock down from $63.94 to $61 - not huge - but maybe energy is going to top here. Severe winter weather and q1 production is going to be lower - not good news. $UPST - didn't really make it - they surprised but slowed - this is as good as dead and is a trade $F - halted production of F150 lightning because of battery issue - this is just bigger indication that $TSLA is a buy $CRDO - interesting insider sales - and a huge move down after hours. Def insider sales were an indication. $RBLX earnings $TTD earnings $GOLD earnings $GNRC earnings $SUN earnings $SHOP after hours $ROKU after hours $CSCO after hours $ET after hours $MRO after hours $ALB after hours $EQT after hours $QS after hours $FSLY after hours $ZG after hours $BRK.B - they decreased their $TSM by 86% - they sold out of most of their position $USB - they cut by 90% $MCK - cut by 11% 10% stake in $ALLY Also boosted $aapl and $para Citadel took a 5.5% stake in $SI which is a HUGE short stock that we've seen pop Mark newton of fundstrat said nat gas bottomed - $boil MICHAEL BURRY'S CURRENT PORTFOLIO $GEO 25% $BKI 19.9% $COHR 11.3% $BABA 9.4% $JD 9% $WWW 8.3% $MGM 7.2% $QRTEA 5.5% $SKYW 4.4% STARTED A POSITION IN THESE 7 $BABA $JD $MGM $SKYM $COHR $BKI $WWW SOLD ALL OF HIS SHARES IN $CHTR $AJRD $LILAK $CXW AND SOLD 50% OF HIS $GEO POSITION Retail sales up big 2.3% vs. .9% expected - didn't move the needed much but bigger inflation, hotter economy - Fed may move more $M SCANS $TSM $SNOW $NXE $PDD $JPM $DDOG $NINE --- Support this podcast: https://anchor.fm/dailystockpick/support

How many stocks should you own? Like many of the hard investing questions, there are a lot of right answers. And the number that's right for one person may be completely wrong for someone else. There's also a good chance the number that's right for you today could change over time. In this episode, Jeff and Jason talk through this challenging topic, share their own experiences and offer some ideas for how you can find your own right answer. Companies discussed: AAPL, CRWD, CSCO, DIS, GE, LMND, MELI, NFLX, TREX, TTD, TXN, UPST, ZM We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio

Notes for the show are below some of the links, but I focus on $GNS $LYT $CVNA $NFLX $SQQQ $TQQQ $AAPL $GOOG $AMZN $BBBY $GOOG $GOOGL $SPY $MSFT $AMZN $JPM $GS $TSLA $BAC $COIN $CVNA $UPST In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES $w up 22% Top Wall Street Bets Mentions For Friday January 20, 2023: $NFLX, $TSLA, $NDA, $GNS, $BBBY, $GOOGL, $MSFT, $AAPL, $GME, $AMZN $Ivw and $Ive - growth and value $Tsla minor head and shoulders or a cup and handle and the daily indicates a good move to $160 or so ⛹️ Monday #FocusList ⛹️ $UPST

FORTUNE FAVORS THE BRAVE!!!!! FTX is bringing down the Crypto world Thank you to everyone who writes me notes and says they've learned so much and thank you to the supporters of the podcast. Disney and others reported weak earnings. Should you buy these stocks now? $GS - bought under $300 - now over $360 - GREAT TRADE $LNG $COST $UNH $CLF $BOIL $SOXL $AMD $UBER $ATVI - Activision $MSFT deal at $95 $Rblx $Bbw for Sam on insta $tsla Elon Musk sold $3.95 billion worth of shares in his electric car company Tesla after closing his $44 billion acquisition of Twitter. According to filings with the Securities and Exchange Commission, Musk sold 19.5 million shares of Tesla. $dis - oct 3 Cramer was bullish on Disney … it's down big since then $Vvv for dman - $Rblx earnings $Ttd earnings $Upst earnings $AVYA - for Scott $DIS earnings $AMC earnings $UPST earnings $OXY earnings $MARA earnings $AFRM $RIVN $BYND $VET $TGT for Zephan FANG stocks - $META $AAPL $AMZN $NFLX $GOOG $GOOGL ENERGY $VNOM $Cop $Dvn $Oxy $Xom $Cvx $Fang $PXD SCANS $GOOGL and $GOOG $DE $PYPL $INTC - but like $QCOM --- Support this podcast: https://anchor.fm/dailystockpick/support

It's earnings week and several stocks report after the bell today. I go over the ones I like. $Sedg - posted earnings and forgot but they went up big on huge earnings beat and guidance $DIS earnings $AMC earnings $UPST earnings $OXY earnings $MARA earnings $AFRM $Boil Buffet portfolio with $AAPL $KO $BAC and $axp Mention $META group Check earnings whisper Cloud like five9 getting killed $fiven $Lyft missed and $UBER down you have a chance to get it Why didn't I buy $BOIL Daily morning progress $NVDA - new chip that meets USA export to China restrictions $LMT - for Alvin $AMD $SOXL - cross up $CLF $UPRO - bull $SPXU - bear $SPXL - bull $TQQQ - bull $SQQQ - bear $SARK - bear ENERGY $VNOM $Cop $Dvn $Oxy $Xom $Cvx $Fang $PXD SCANS $AEO $UPS $FDX $AVGO $SMLP Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick --- Support this podcast: https://anchor.fm/dailystockpick/support

Liz and Jenny take live tweets on earnings trade ideas and discuss naked calls vs. short strangles. They trade a super bull with Mikey in NVDA and a short put in UPST. They also move their ZEBRA trades out in time to extend duration. Want to know more about the ZEBRA (Zero Extrinsic Back RAtio)? Check out the Liz and Jenny Strategy Series: 

Liz and Jenny take live tweets on earnings trade ideas and discuss naked calls vs. short strangles. They trade a super bull with Mikey in NVDA and a short put in UPST. They also move their ZEBRA trades out in time to extend duration. Want to know more about the ZEBRA (Zero Extrinsic Back RAtio)? Check out the Liz and Jenny Strategy Series: 

As U.S. job growth continues, the biggest tech companies plot their next moves. (0:30) Maria Gallagher and Jason Moser discuss: - June's jobs report, falling gas prices, and the shifting employment landscape - Apple and Google looking to monetize the lock screen of your phone - Meta Platforms planning to launch a $1,000 VR headset - A big rationale for Levi's dividend increase - The latest from Amazon, Upstart Holdings, and GameStop (20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare. (33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs Engineer: Dan Boyd

Jobs reports came in strong bouncing yields in the bond market and hitting growth stocks with fears that maybe the Fed will have to continue to raise rates and tighten. September is going to be key with the big amount of selling the Fed will do of their assets. $CLF - still like it at $15 handle $GS - over $300 and I like them going in to earnings - won't go back to $400 anytime soon, but I do think $330 could be in the cards. $UCO - strong demand - weak supply $TQQQ - I like this if you think the S&P has 4,000 in it like Carter Worth does $TSLA - wrapped up in $TWTR deal - I would sell over $700 still $BOIL - strong moves in energy and this is running. $PXD - oil still will run $DVN - strong - but no catalyst until earnings - still an 8% yield on a major stock $OXY - if Buffett is still buying, under $60 get it - over $60 - sell it - but I like it to buy and hold here too. $FANG - energy is still strong $NVDA and other chips were up as well as $QCOM $Evfm - ziptrader pick - June 27th pick tan from $.60 to $1.54 and is pulling back now . Birth control gel about an hour before u knock boots that's hormone free - so if you haven't been screwed by the market enough … go and find yourself someone who … never mind Roe vs wade pushed this one up and it may have more room to run It's now been zero copay under aca insurance The patent is tight and shouldn't have competitors Honestly the hype from zip trader may move it Valuation - loses money so it's not a fundamental play … so it's a trade .. not buy and hold … the fundamentals suck $UPST - won't hit q2 and stock tanks … i warned about this Wp says elon $TWTR deal on jeapordy … nobody else wants this company so it might be negotiating - Twitter stock could crater so maybe buy some put options Carter worth of worth charting thinks we have more legs on this run … infilled gap at 4020 $SPY He thinks Bitcoin from a chart perspective has found a floor and will bounce $Xpo logistics may be too cheap Theranos - sunny bulwani guilty … if you watched dropout or the documentary on hbo then let's just hope Elizabeth Holmes is also thrown in jail Recession may be held off just because of the employment numbers Jobs are steadily growing … wage growth down but still elevated --- Support this podcast: https://anchor.fm/dailystockpick/support

I go over a TON of stocks on this one as it's long, but remember what I recommend. $SPXU $SQQQ $SARK $UVXY. $BRK.B $PAA $CTO - 7% dividend yields $MCD $UNH led the dow yesterday $UPST - no longer one of my favorites $NVDA - I love this one here, but I fear you've got a little more downside. Don't time it for long term though - get it under $150 if you can. $TSLA - under $700 - but I feel the delivery number may be light so don't load up before that comes out. $CLF - commodities like iron ore worry me - I still think their earnings are going to be a catalyst $ENPH - I like this one as it's been beaten down. $RH - consumers are weak now - brought down guidance and tanked all retail $XRT may be a good opportunity but I still like $M $BITI - short Bitcoin - more downside $BHAT and $REV may be done with as far as runs, but day trading is a good opportunity $FANG $MPC $OXY $DVN $UCO $XOM $CVX $XLE - I think long side energy is still the right play $AMD - I like this with the forward PE so low $SBUX - with China opening and a dividend increase - this may be a good time to get back in $HD $TGT $WMT $LOW all high yields and good upside for 2nd half $MSFT $AAPL $AMZN $GOOG $META $NFLX - I like these for 2nd half - specifically $GOOG $NLY - 14% yield - interesting here $AA $BMRN $DDOG $XM --- Support this podcast: https://anchor.fm/dailystockpick/support

This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a "wonderful company at a fair price" and ignoring sentiment.

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It's down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss: - How Upstart is using its balance sheet now - Growth opportunities in auto lending - One stock idea (that's not his own company) Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL Host: Tom Gardner Guest: Dave Girouard Producer: Ricky Mulvey Engineer: Dan Boyd, Adam Landfair

David Tepper - calling the bottom - seems like everyone wants to be the market hero these days. Panic selling and panic buying - amateur hour out there. A quick less on Buying the Dip - or maybe not buying the dip. A best of episode of Andrew's rants and issues with the Fed heads. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TLT), (PTON), (UPST)

Sharing information that can protect capital & increase net worth Educating how to use the information to execute a winning strategy Join the ARMR Virtual Hedge Fund community and become an ARMR Insider today. Visit us at https://armrreport.com/ ARMR Education: What do all these stocks have in common MSOS RBLX U UUUU UEC CCJ COIN UPST SI CRWD NET Hint: It's not obvious ARMR Portfolio Changes: Risk Monitor RED on 4/11/22; Cash is our largest holding; VIXY is no longer a position & the Top Shelf of ARMR Whiteboard is sparse How to convert ARMR Report information into success: When, what and if we will set up investing Shorts Q&A: As always, we will dedicate time to sharing ideas so bring your best You can also follow us on... StockTwits https://stocktwits.com/ARMRreport Twitter https://twitter.com/BretRosenthal DISCLAIMER: All of ARMRreport, our trades, strategies, and news coverage are based on our opinions alone and are only for educational purposes. You should not take any of this information as guidance for buying or selling any type of investment or security. I am only sharing my biased opinion based off of speculation and personal experience. An individual trader's/investor's results may not be typical and may vary from person to person. It is important to keep in mind that there are risks associated with investing in the stock market and that one can lose all of their investment. Thus, trades/investments should not be based on the opinions of others but by your own research and due diligence.

The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Products) (13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high. Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445 Stocks discussed: AMZN, UPST, SQ Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd

HAPPY TUESSSSSDAYToday we’re covering some news stories about Upstart, Shopify, Okta, and The Trade Desk then diving into my notes from GitLab’s (GTLB) earnings call last week. TLDR I was very impressed, opened a position, and tend to DCA in overtime keeping it a “large” position in my portfolio. BUT FIRSTThis newsletter would not be possible without Commonstock. In my mind, Commonstock is like Twitter without the bots and people trolling you because they think they are the ruler of all opinions on stocks/investing. This isn’t an advertisement, but I love the platform so much that I badgered the team so much over the last couple of years that they basically had to give me a job so I’d stop bothering them.In all seriousness, I joined because the team is focused on improving the world’s financial health by creating a platform that amplifies transparency and accountability alongside people’s opinions on everything from crypto to stocks. My portfolio is linked securely on Commonstock and you can always see my positions, trades, and performance at this link. Portfolio NewsUpstart (UPST) is down 7% after Wedbush downgraded it to underperform with a $75 price target (Down from $110). The analyst noted weakening delinquency trends. This doesn’t concern me at all and I intend to keep dollar-cost averaging (DCA) into UPST so I’ll take lower prices due to short-term fears all day!Shopify (SHOP) was down 12% yesterday after an announcement that Google intends to offer “Last Mile Fleet Solution” to help business owners optimize deliveries/logistics. At this point, I’m not concerned and SHOP will move towards the top of my list for new contributions if prices drop more from here. If we see Shopify’s results suffer in the next few quarters, then it could indicate they’re losing part of their competitive advantage. I’ll research this new offering from Google and share it in a future email.Okta (OKTA) is currently down 8% pre-market after hacking group Lapsus$ posted screenshots on its Telegram claiming to have hacked Okta. Okta has stated it sees no signs of a breach. As of right now, I’m not concerned and I certainly trust Okta’s track record + management to quickly fix anything (and make the platform better) if there was a breach. Okta is currently at the top of my list to buy when my next contributions hit. I talked about that in yesterday’s email. Adobe (ADBE) reports earnings this afternoon. I own a starter position in Adobe because it is a fantastic company with a very long track-record of success. I don’t intend to add to my position because its multiple is a bit high considering forward growth estimates and I believe there are better opportunities elsewhere (see link to yesterday’s email). I’d start to get interested in adding shares if the P/E gets down to around 29-30. It’s currently at a blended P/E of 35.3. That’d be about a 20% drop from here down to around $390/sh. I have no idea what happens with earnings.The Trade Desk (TTD) launches new certified service partner program for SMBs. “This program expands self-service access to The Trade Desk’s demand-side platform, as client demand for data-driven advertising continues to rise. As part of this announcement, Goodway Group becomes The Trade Desk’s first certified service partner to help meet this rising demand.” I own TTD and won’t be selling my shares anytime soon, but I’d love for the multiple to come down a bit before adding. GitLab (GTLB) Conference Call NotesAfter Gitlab’s earnings last week I sent an email saying I intended to buy shares with the new contributions that were coming into my account (link). I ended up purchasing shares on Tuesday and Wednesday and the position is up nicely. It’s currently a large position for me and I have some catching up to do in building other positions so I won’t be buying more in the next month or two but I’m very bullish on the company’s future. Here are my notes from the earnings conference callCEO Sid Sijbrandij opening remarks:Beat revenue expectations with revenue of $77.8 million, 69% year-over-yearDollar-based net retention rate exceeded the 152% we reported in S-1 filing Strength was broad-based across enterprise, mid, and SMB customersUltimate remains fastest growing tier of product offeringStrength indicates the market is moving from DIY DevOps to a DevOps platform which plays to GitLab’s strengthGartner Market Guide for value stream delivery platforms states that by 2024, 60% of organizations will have switched to a platform approach, up from 20% in 2021Management believes “the source of our product differentiation is our platform approach to DevOps.”“We believe our single application helps companies to deliver software faster, improve organizational efficiency and reduce security and compliance risk. The DevOps platform also enables our customers to manage and secure the entire DevOps workflow across any hybrid and multi-cloud environment.”“Acquisition of Opstrace, a pre-revenue open-source observability solution will allow GitLab to offer robust monitoring and observability capabilities that will enable organizations to lower incident rates, increase developer productivity and reduce mean time to resolution.”Management believes DevOps platform addresses a $40B market opportunity. Bain & Company study showed 90% of companies believe DevOps is a priority but only 12% believe they have mature DevOps practicesAdded over 500 net new base customers. New logos/expansions include U.S. Army, Deutsche Telekom and Travis Perkins.Travis Perkins expansion: “Travis Perkins is the U.K.'s largest distributor of building materials. They accelerated their migration to the cloud using GitLab Premium by consolidating their software to it. Doing so increased their velocity, cut down overall cost by 20% and it allowed their team members to focus on building new customer-facing digital services and capabilities instead of managing their toolchain. This quarter, they upgraded from Premium to Ultimate licenses and more than doubled the number of users on the system. This will expand usage of GitLab to their security teams and allow development operations and security to collaborate on a single DevOps platform.”CFO Brian Robbins remarks:Revenue is the key metric to evaluate the health and performance of the business. Because approximately 90% of revenue is ratable, it serves as a predictable and transparent benchmark for how we are growing.“Cohorts from six years ago are still expanding today. This is a testament to how we're constantly adding value to our customers. Most of our customers start using GitLab with small teams with just one to two stages of our platform. From there, they typically increase their spend with us 2x over the first year as our platform is adopted across multiple teams. Customers then continue to increase their spend as our platform expands to more teams across their organizations or they upgrade to a higher paid tier.”“We are also effective at retaining our customers. When our customers deploy the DevOps platform, it becomes a central platform from which all their DevOps workflows originate from, making it sticky and difficult to replace. The result is that we ended our fourth quarter with a dollar-based net retention rate exceeding 152% which is higher than the disclosure we provided in our S-1 at the time of our IPO.”“Our platform is offered with a free version and two paid subscription tiers which we call Premium and Ultimate. Our paid tiers are priced per user with different features per tier. Every user within an organization is on the same plan which helps keep our business model transparent and easy to understand. The Ultimate tier is our fastest-growing tier, now representing 37% of our annual recurring revenue for the fourth quarter compared with 26% of annual recurring revenue in the fourth quarter of FY 2021 and growing in excess of 100%. In FY '22, our non-GAAP gross margin held steady at 89%. Over time, we expect this to compress as our SaaS offering becomes a larger portion of our business and associated hosting costs will increase.”Over 4,500 customers with ARR of at least $5,000 per customer compared to over 4,000 customers in the prior quarter and over 2,700 customers in the prior year. This represents a year-over-year growth rate of approximately 67%. Currently, customers with greater than $5,000 in ARR represent approximately 95% of our ARR.Over 490 customers with ARR of at least $100,000, up from 420 customers and over 280 customers compared to the prior quarter and year, respectively. This represents a year-over-year growth rate of approximately 74%39 customers with ARR of at least $1 million compared to 20 customers at the end of the prior fiscal year which represents a year-over-year growth rate of 95%.Total RPO grew 95% year-over-year to $312 million.Non-GAAP gross margins were 89% for the quarter which compares to 90% in the immediately preceding quarter and 89% in the fourth quarter last year. As we move forward, we're estimating a moderate reduction in this metric due to the rapid year-over-year growth rate of our SaaS offeringNon-GAAP operating loss was $27.4 million or negative 35% of revenue compared to a loss of $22.2 million or negative 48% of revenue in Q4 of the last fiscal year. Q4 includes $5 million of expenses related to our JV and majority-owned subsidiary.Guidance:For first quarter of FY 2023, we expect total revenue of $77 million to $78 million, representing a growth rate of 54% to 56% year-over-year.We expect a non-GAAP operating loss of $38.5 million to $37.5 million.We expect a non-GAAP net loss per share of $0.28 to $0.27, assuming 147 million weighted average shares outstanding.For the full year FY 2023, we expect total revenue of $385.5 million to $390.5 million, representing a growth rate of 53% to 55% year-over-year.We expect a non-GAAP operating loss of $142 million to $138 million.We expect a non-GAAP net loss per share of $1.02 to $0.97, assuming 148 million weighted average shares outstanding.Our annual FY 2023 guidance implies non-GAAP operating margin improvement of almost 300 basis points year-over-year at the midpoint of our guidance ranges. Over the longer term, we believe that a continued targeted focus on growth initiatives and scaling the business will yield further improvement in unit economics.Q&AQuestion about where strength in 152% net-dollar retention rate is coming fromAnswer: Ultimate is driving a lot of upsell because of the advanced security capabilities. Create and verify are used heavily; so they are important too. Apart from create, verify and secure, we see growth in packaging and release. Packaging, for example, is replacing JFrog Artifactory at more and more customers.Question on acquisition of Opstrace, the pre-revenue open source application in the category of observability.Answer: Observability lets you close the loop. You plan to make something, you make it, you roll it out and then you see how it does. So it's a really important element of a DevOps platform and we're really early. But because it's so important, we wanted to accelerate how fast we got there and we love the team and the product that Opstrace already built. So we acquired them to rebuild that inside GitLab and we think that closing that loop will help our customers achieve better business outcomes. If you get feedback faster, you reduce your cycle time and you get better outcomes. And it's really important to note that we'll do it in an iterative fashion. So in the beginning, our solution will not so much compete with existing vendors but with nonconsumption. People haven't set up monitoring yet and we'll start from a simple product and work with our users and customers contributing to expand the functionality over time.Links to company news articlesUpstart downgraded by WedbushShopify - Google “Last Mile Fleet Solution”Okta potential security breachAdobe Investor Relations PageThe Trade Desk Launches New Certified Service Partner Program for Small and Medium-Sized Businesses This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit austin.substack.com/subscribe

Upstart (UPST) stock price is up over 70% year-over-year. The recent Upstart earnings report revealed $0.89 in EPS and $304.85M in revenue. UPST shares hit an all-time high of $401 in October 2021. CEO Dave Girouard weighs in on the $400M share repurchase program that the company announced.