Chit Chat Stocks

Latest Episodes:

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun Jul 24, 2026

Show notes

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

(01:23) Google's Earnings

(16:42) Uber's Acquisition of Delivery Hero

(28:35) Netflix Earnings: Growth, Content, and AI

(39:06) Intel's Revenue Growth and CapEx

(45:10) Lockheed Martin's Defense Orders and Market Signals

(49:20) Market Top Indicators and Investment Strategies

(52:44) Reddit's Data Deal and AI Content Sources

(55:18) Bubble Watch

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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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Hidden AI Winners Jul 22, 2026

Show notes

On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today.

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Subscribe to our newsletter, 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN Jul 17, 2026

Show notes

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

(01:55) ASML's Earnings

(04:53) Adyen's Annual Report and Shareholder Questions

(10:58) OpenAI's Legal Challenges and Hardware Developments

(15:03) Bank earnings

(24:56) Stripe, PayPal, and Payment Industry Dynamics

(29:55) Tech Leadership on social media

(35:05) Crypto, NFTs, and Regulatory Environment

(40:01) Home Buying Trends and Market Reflections

(49:58) Interest Rates, Inflation, and Demographics

(55:01) Share issuance issue

*****************************************************

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS Jul 15, 2026

Show notes

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss:

(00:00) Introduction

(04:04) What Is a Semiconductor? Basic Explanation and Analogy

(15:11) History

(19:54) Industry Cycles, Leading Companies, and Market Dynamics

(30:09) Case Study: ASML and EUV Lithography Machines

(38:03) Case Study: Taiwan Semiconductor (TSMC) and Advanced Nodes

(53:00) Cadence Design Systems and Semiconductor Software

(01:08:13) Listener Questions

*****************************************************

Subscribe to our newsletter, 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI Jul 10, 2026

Show notes

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

(01:02) Terry Smith's letter

(24:16) Microsoft's layoffs at Xbox

(40:21) Samsung earnings and industry outlook

(44:27) AI lab profitability metrics and bubble watch

(46:24) Blue Origin's valuation

(48:32) Satellite industry and capital cycle considerations

(54:58) Listener questions

(01:00:10) Coca-Cola's bottling vs. beverage company performance

*****************************************************

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT) Jul 08, 2026

Show notes

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss:

(00:00) Introduction

(05:52) Understanding Copart's Business Model

(14:32) Competition in the Vehicle Remarketing Industry

(29:36) Understanding Market Dynamics and Natural Disasters

(31:44) International Expansion

(33:28) Management Changes

(39:04) Market Share Challenges

(45:05) Valuation

(50:23) Investment Decision

*****************************************************

Subscribe to our newsletter, 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB Jul 03, 2026

Show notes

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

(01:30) Meta's Cloud Business Announcement

(16:46) Investing in Automotive: The Case of Renault

(21:17) Nike's Struggles in the Market

(28:17) Rocket Lab's Acquisition and the Space Economy

(39:55) The Semiconductor Sector: Opportunities and Risks

(47:56) Restaurant Investments: Jersey Mike's

(51:08) Small Cap Insights and Market Trends

(54:03) Humorous Stock Market Insights and Misconceptions

*****************************************************

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More) Jul 01, 2026

Show notes

On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss:

(00:00) Introduction

(01:21) Accenture

(10:43) Netflix

(16:19) Nike

(22:37) Stock 4

(28:14) Stock 5

(34:42) Stock 6

(42:21) Stock 7

(47:52) Stock 8

(53:16) Stock 9

(58:23) Stock 10

(01:02:44) Rapid Fire Picks

*****************************************************

Subscribe to our newsletter, 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR Jun 26, 2026

Show notes

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

(01:09) Micron Madness: Earnings and Expectations

(10:02) The AI Chip War: OpenAI's Custom Chip Announcement

(17:32) Meta's New Ventures: Prediction Markets and Glasses

(31:49) Meta's Capital Allocation and Market Comparisons

(32:08) Lime's IPO and Business Model Insights

(36:38) MicroStrategy's Bitcoin Strategy and Market Impact

(42:03) The Future of MicroStrategy and Bitcoin's Viability

(45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies

(52:41) Researching Industries and Competitors

(56:11) Wise's Business Performance and Market Positioning

*****************************************************

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market Jun 24, 2026

Show notes

On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:

(00:00) Introduction

(02:57) Rupert's Background and the SpaceX IPO

(06:04) Understanding the Lockup Period for SpaceX

(09:04) Market Dynamics and Capital Raising Trends

(11:52) The Impact of Indices on Market Valuations

(15:03) Hyperscalers and Their Capital Raising Strategies

(17:51) The Future of AI IPOs and Market Sentiment

(34:40) The Role of AI in Market Valuations

(38:17) Understanding Addressable Market in IPOs

(46:34) Navigating Bull Markets and Historical Context

(50:17) Retail Investors and the IPO Process

Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true

*****************************************************

Subscribe to our newsletter, 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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