ABOUT THIS EPISODE
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro03:04 - Nebius and Coreweave08:00 - New Nvidia Deal20:31 - Burry37:25 - Software is back46:00 - Bill Ackman58:00 - Sports Gambling
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OTHER EPISODES IN THIS PODCAST
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - skip or embrace the cringe04:05 - palantir earnings15:44 - zeta18:34 …
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod
Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant Approa…
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft Earnings24:32 …
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