Market Bytes

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for December 202505:11 Best and worst performers08:14 Overall thoughts❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for November 202503:46 Trading Update08:26 Best and worst performers11:41 Overall thoughts❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

A couple months ago I added long-dated PINS calls to my trading account, and since then the position has really tanked. In this video I break down what’s going on with the position, what happened, and what I could’ve done better to manage the trade. Also, Stanley Druckenmiller agrees.00:00 PINS position update10:51 Don’t buy broken charts w/ Stanley Druckenmiller14:44 How this applies to my long-term portfolio✅ Try out the stock research automation tool I built for myself: https://stockbytes.io

Tech stocks have been selling off and Nvidia just reported earnings. We break it down in this video.00:00 Nvidia (NVDA) earnings12:42 Bull and bear cases for NVDA18:00 Beware of too much content✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

💰 Get $100 off Alpha Picks until 12/10/25: https://buildinvestlive.com/go/alphapicksGet $200+ off of Alpha Picks + Premium bundle: https://buildinvestlive.com/go/alphabundleAlpha Picks performance update as of November 202500:00 Alpha Picks overall Performance02:29 Strategy 2 Performance04:40 Strategy 3 Performance07:07 Strategy 4 Performance08:47 Overall thoughts as of November 202511:23 Black Friday Sale

Another wild week of earnings and watching the market start to cool off. In this video we break down 3 critical numbers from 3 earnings reports from stocks in my portfolio: Cloudflare (NET), Palantir (PLTR), and Amazon (AMZN). Also, we talk about why price action after earnings sometimes doesn’t seem to make sense.00:00 NET earnings04:08 PLTR earnings09:19 AMZN earnings12:39 Understanding price action after earnings

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for October 202504:22 Stocks I bought and sold12:02 Best and worst performers❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

Earnings are heating up and there’s a lot to talk about.00:00 V earnings06:42 CAT earnings11:02 FI earnings19:08 META earnings31:38 GOOGL earnings39:53 MSFT earnings✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

As my method for picking stocks has evolved I’ve gotten a lot of questions about why I’m buying stocks at high valuations. In this video I talk about why I updated my approach and what I think has changed that makes valuation a less reliable predictor of future returns.00:00 Valuation not a primary factor for me03:23 Here’s what I think has changed07:23 What does it really mean?✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

Earnings season has started and two of the most important companies related to AI have already reported. In this video we break down what’s in their earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different.00:00 ASML’s earnings report04:28 TSM’s earnings report07:45 What these numbers mean12:13 AI Demand vs Revenues✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge