Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) The Software Apocalypse(21:36) AI and Software Development(30:30) Housing Market Insights(34:17) TripAdvisor: A Legacy Business in Transition(38:43) Viator Acquisition: A Strategic Move for Airbnb(44:38) TSMC's Growth and Market Position(52:34) Apple and Google's AI Partnership*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:(00:00) Introduction(01:59) Exploring the Defense budget increase(10:45) Leidos (Ticker: LDOS)(19:20) RTX Corp (Ticker: RTX)(25:25) CACI International (Ticker: CACI)(33:26) L3 Harris (Ticker: LHX)(36:11) BWXT Technologies (Ticker: BWXT)(42:18) Kratos Defense (Ticker: KTOS)(50:08) Black Sky Technologies (Ticker: BKSY)(54:24) Concluding thoughts on defense sector*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(00:56) Geopolitical Impacts on Investments(05:20) Venezuelan Economic Landscape and Investment Opportunities(11:04) S&P 500 Insights: Winners and Losers(28:36) Housing Market Dynamics and Institutional Investors(33:37) Small Cap of the Week: Owlet's Market Position(38:58) The Baby Economy and Market Trends(43:31) Defense Spending Insights(50:28) Streaming Wars: Netflix and Warner Bros(01:01:34) AI Bubble Watch: Funding and Future Prospects*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:(00:00) Introduction(03:58) Exploring Turning Point Brands: Company Overview(07:46) The Shift to Nicotine Pouches: Market Trends(09:28) High-Level Thesis: The Super Trend of Nicotine Pouches(13:56) Brand Strategies: FRE vs. ALP(16:44) Nearshoring Manufacturing: Impacts on Profitability(22:03) Brand Loyalty and Market Dynamics(25:51) The Zyn Shortage: Implications for Brand Loyalty(29:52) Market Dynamics and Brand Loyalty(35:02) Valuation Insights and Growth Projections(39:53) Risks and Challenges in the Nicotine Market(44:23) Comparative Analysis: Pouches vs. Vaping(51:16) Investment Strategy of Fraxinus Capital ManagementContact Capital Mindset: https://x.com/capital_mindset*****************************************************Sign up for our stock research service, Emerging Moats: ⁠⁠emergingmoats.com⁠⁠ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠⁠https://www.interactivebrokers.com/⁠⁠ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠⁠https://fiscal.ai/chitchat⁠⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we take a look back at our 2025 returns, we analyze last year's market predictions, and we make 6 new bold predictions for 2026. These include our takes on the overall economy, big tech, and stocks/sectors that we think could outperform or underperform. We discuss:(00:00) Introduction (11:55) Analyzing Our 2025 Investment Returns, including biggest winners and biggest losers(17:51) Reviewing last year's market predictions(30:12) Bold stock market predictions for 2026(53:06) Investment Goals for 2026*****************************************************Sign up for our stock research service, Emerging Moats: ⁠emergingmoats.com⁠ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:42) Nike Earnings Analysis(14:04) Harbor Diversified Update(28:55) Alphabet's Acquisition of Intersect(40:13) Amazon's Advertising Potential(41:23) Comparing OpenAI to WeWork(44:40) OpenAI's Business Model Challenges(45:56) Boring Stocks That Outperform(52:11) Financial Charlatans of the Year(58:39) Cannabis Industry Insights(01:03:41) Long-Term Stock Picks*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we pick three stocks for 2026. These could be longs, shorts, stocks we already own, stocks on the top of our watchlists, or stocks we simply like for the upcoming calendar year. We discuss:(00:00) Introduction (06:18) Stock 1(15:29) Stock 2(25:34) Stock 3(39:11) Stock 4(47:56) Stock 5(01:04:46) Stock 6*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) Meet new guest Aria Radnia(02:29) Diving into Uber: The Elevator Pitch(17:05) Transitioning to Coupang: The Data Breach Impact(28:36) Netflix's New Strategies: Podcasts and Gaming(44:11) Snap's New Monetization Strategy(52:20) Turning Point Brands: A Deep Dive(57:33) Lululemon's Earnings and Market Position(01:04:11) Bubble Watch: Current Market TrendsAria's Twitter: https://www.youtube.com/@QualityInvest5Aria's YouTube: https://x.com/QualityInvest5*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks,  Ryan dissects Monday.com (Ticker: MNDY), concluding with his decision on whether to buy the stock or not. We discuss:(00:00) Introduction(03:37) Growth Metrics and Business Model(06:19) History(09:30) Understanding the Product and User Experience(12:20) Market Position and Competitive Landscape(15:16) Financial Analysis and Valuation Insights(33:28) Profit Margins and Stock-Based Compensation(43:25) The Stickiness of Software and Customer Retention(49:53) AI's Impact on Task Management Software(57:30) Management Dynamics and Company Valuation*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(00:28) Major News: Netflix's Bid for Warner Bros.(21:57) Listener Question: Multi-Bagger Investment Strategies(23:51) Identifying High-Potential Asymmetrical Bets(40:50) Analyzing Share Buybacks and Growth Prospects(42:53) Leadership Changes at Berkshire Hathaway(45:09 Speculations on Berkshire's Investment Strategy(47:56) Berkshire's Cash Reserves and Investment Dilemmas(51:24) Rapid Fire Earnings Review: Remitly and Adobe(58:48) Nintendo's Market Position and Future Prospects(01:02:08) SpaceX IPO Speculations and Market Implications*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.