Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META

Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META

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

(01:06) Nvidia's Strategic Investment in Intel

(03:08) The Semiconductor Supply Chain Dilemma

(10:21) The Future of Intel and TSMC

(22:21) Airbnb's Growth Strategies and Advertising

(31:57) Mark Zuckerberg's $600 Billion Commitment

(36:31) Mortgage Payment Searches and Economic Indicators

(40:48) Federal Reserve's Interest Rate Decisions

(52:46) Fraud Watch: Trevor Milton and RCI Hospitality

(01:04:49) Remitly's New Subscription Model and Market Strategy




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Episoder(728)

Fundamental Analysis: AT&T (T)

Fundamental Analysis: AT&T (T)

On this show we talk At&T. Find out why Brett gave it a 5.5 and Ryan a 3.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Apr 202023min

Justin Castelli & the RIA Industry

Justin Castelli & the RIA Industry

This week we have an interview with special guest, Justin Castelli (starts at 27:05). Justin is a registered independent advisor, running his own firm, RLS Wealth Management. Before we get to the interview, our hosts Ryan Henderson and Brett Schafer have their news stories for the week. Ryan dives into the Travis Scott concert on the Fortnite platform, and analyzes the Matthew Ball article discussing the immersive experiences (1:20). Brett discusses why Peloton is riding high during coronavirus, and whether or not we think the business model will withstand the test of time (8:48). Our favorite businesses are teaming up this week in our current state of fintwit (21:06). After current state of fintwit we have our delightful discussion with Justin Castelli (27:05). After the interview, as always, we have our Hot Water (1:07:00), FMK (1:13:04), and Anecdotal Evidence (1:14:10). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Apr 20201h 18min

Fundamental Analysis: Airbus (AIR.PA)

Fundamental Analysis: Airbus (AIR.PA)

On this show we discuss Airbus (the Boeing of Europe). Find out why Brett gave it a rating of 6 and Ryan a rating of 5.  --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Apr 202019min

Fundamental Analysis: Netflix (NFLX)

Fundamental Analysis: Netflix (NFLX)

On this show we talk Netflix. Find out why Brett gave it a rating of 7.3 and Ryan a rating of 7.5 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 202027min

The Great Oil Crisis of 2020

The Great Oil Crisis of 2020

This week we have no interview, but we have an exciting story to discuss regarding oil. Before we get to that, host Ryan Henderson briefly covers the time to build article by Marc Andreesen (1:02), and then we dig into the oil crisis. On Monday, April 20th, May futures contracts for crude oil fell to negative prices, an unprecedented event in oil markets (5:50). Brett Schafer and Ryan Henderson describe why that happens and what to expect going forward. We get political this week for our current state of fintwit (17:03) with the new mass protests. For our draft this week we have the top 3 best and worst investors to have to quarantine with (22:19). As always, we have our Hot Water (31:51), FMK (38:53), and Anecdotal Evidence (40:30). --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Apr 202045min

17 Month Update of Hypo Capital

17 Month Update of Hypo Capital

On this show we discuss the hypothetical portfolio we run. Check out the numbers/returns here: https://www.chitchatmoney.com/one-year-five-month-update-of-hypo-capital/ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Apr 202012min

Fundamental Analysis: Shopify (SHOP)

Fundamental Analysis: Shopify (SHOP)

On this episode we discuss Shopify. Find out why Brett gave it a rating of 5 and Ryan a rating of 5.5.  Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Apr 202020min

Fundamental Analysis: Wendy's (WEN)

Fundamental Analysis: Wendy's (WEN)

On this show we discuss Wendy's. Find out why Brett gave it a rating of 5.3 and Ryan a rating of 4.8 --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Apr 202021min

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