Market Bytes
Episodes
My Stock Portfolio Recap for December 2025
05 Jan 2026
Contributed by Lukas
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 ...
My Stock Portfolio Recap for November 2025
01 Dec 2025
Contributed by Lukas
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 ...
PINS Update: Never Buy a Broken Chart
24 Nov 2025
Contributed by Lukas
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 wha...
Nvidia’s Earnings Are In. Here’s What It Means.
20 Nov 2025
Contributed by Lukas
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 ca...
I Used Alpha Picks for a Year. Here’s What I Found.
12 Nov 2025
Contributed by Lukas
💰 Get $100 off Alpha Picks until 12/10/25: https://buildinvestlive.com/go/alphapicksGet $200+ off of Alpha Picks + Premium bundle: https://buildinv...
3 Critical Numbers from these Earnings Reports (NET, PLTR, AMZN)
10 Nov 2025
Contributed by Lukas
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 s...
My Stock Portfolio Recap for October 2025
03 Nov 2025
Contributed by Lukas
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 ...
Some Big Earnings Moves (FI, META, V, CAT, GOOGL, MSFT)
31 Oct 2025
Contributed by Lukas
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...
This is Why I Stopped Focusing on Valuation
22 Oct 2025
Contributed by Lukas
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 ab...
Why are ASML and TSM's Revenue Growth so Different?
16 Oct 2025
Contributed by Lukas
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...
What does the AMD & OpenAI deal really mean?
09 Oct 2025
Contributed by Lukas
The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal ...
Alpha Picks Performance Update: September 2025
06 Oct 2025
Contributed by Lukas
Alpha Picks performance update for September 202500:00 Alpha Picks overall Performance02:56 Strategy 2 Performance04:38 Strategy 3 Performance06:25 St...
My Stock Portfolio Recap for September 2025
02 Oct 2025
Contributed by Lukas
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 ...
I Added a New Way to Find Stock Ideas
30 Sep 2025
Contributed by Lukas
I'm constantly trying to find ways to automate my stock research process and save myself time, so I added a new feature into StockBytes that helps...
I Just Added a New Long Position
24 Sep 2025
Contributed by Lukas
Pinterest (PINS) is a stock I thought had some potential, but didn't want to add to my long-term portfolio. So instead, I bought LEAPS. We talk ab...
This is Why People Keep Investing in Intel
23 Sep 2025
Contributed by Lukas
Intel (INTC) has been in the news a lot lately with both the U.S. Government and Nvidia taking equity stakes into the company. What does this mean for...
Everyone is talking about this Top Rated stock
15 Sep 2025
Contributed by Lukas
Adobe (ADBE) is a stock that everyone is talking about and it recently popped up in the StockBytes Top Rated list. In this video we break it down and ...
I Automated My Stock Research | StockBytes Full Review
10 Sep 2025
Contributed by Lukas
In this video we break down StockBytes, a site that I built myself to automate my stock research process00:00 What is StockBytes? 02:46 Full StockByte...
The Matrix of Duolingo: Is it the Red Pill or Blue Pill?
08 Sep 2025
Contributed by Lukas
Duolingo (DUOL) has been one of the most talked about stocks lately, and it's down 48% over the last 3 months. In this video we break down what...
My Stock Portfolio Recap for August 2025
02 Sep 2025
Contributed by Lukas
✅ Check out the tool I built (early access offer opens up this week): https://stockbytes.ioIn this video we walk through my entire stock portfolio t...
2 Key Takeaways from NVDA and SNOW's Earnings Reports
28 Aug 2025
Contributed by Lukas
Nvidia (NVDA) and Snowflake (SNOW) just reported earnings and they have the market talking and moving. In this video we break down both earnings repor...
Why are 95% of Gen AI Projects Failing?
25 Aug 2025
Contributed by Lukas
MIT recently did a study saying 95% of AI projects in enterprise are failing. In this video we go through parts of the study and I talk through my own...
Alpha Picks Performance Update: July 2025
14 Aug 2025
Contributed by Lukas
Alpha Picks performance update for July 2025 (and like half of August since I was late)00:00 Alpha Picks overall Performance02:13 Strategy 2 Performan...
Is This the Future of Google's Search Business?
11 Aug 2025
Contributed by Lukas
Google's AI Mode is transforming people's every day search behavior. But is it good or bad for their ad business? We look at a couple differen...
Tech Earnings are Heating Up
05 Aug 2025
Contributed by Lukas
Earnings season is in full swing and tech companies are reporting, causing some wide swings both up and down. In this video we break down earnings rep...
My Stock Portfolio Recap for July 2025
01 Aug 2025
Contributed by Lukas
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowballIn this video we walk through my e...
Meta and Microsoft's Earnings are Proof of This
31 Jul 2025
Contributed by Lukas
Meta and Microsoft (MSFT) reported earnings yesterday and the market loves it. In this video I break down what their earnings reports are obvious proo...
Revisiting the Story For All My Stocks
28 Jul 2025
Contributed by Lukas
It's good to go back over time and see how the story you had when you bought a stock is progressing. In this video we take a look at the updated stori...
The Stock Market is at All-Time Highs. Here's What I'm Doing.
21 Jul 2025
Contributed by Lukas
Stocks are at all-time highs and the market is at historical valuation levels. We talk about how I'm handling that in this video.
This is the Issue People Have with Valuing Stocks
16 Jul 2025
Contributed by Lukas
There's a critical aspect of valuation that people really struggling with. We break it down in this video.00:00 Valuation by Stage08:06 What I'...
I Just Bought Palantir. Here's Why.
11 Jul 2025
Contributed by Lukas
Palantir is at a 600+ P/E and I just added it to my portfolio. We talk about why in this video.✅ Get 15% off financial data plans from Financial Mod...
This is My One Issue with Robinhood
08 Jul 2025
Contributed by Lukas
Robinhood (HOOD) had a big announcement last week about stock tokens, and it highlighted the one issue I have with the company. We break it down in th...
My Stock Portfolio Recap for June 2025
02 Jul 2025
Contributed by Lukas
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowballIn this video we walk through my e...
Alpha Picks Performance Update: June 2025
27 Jun 2025
Contributed by Lukas
💰 Get $100 off Alpha Picks until July 7th! https://buildinvestlive.com/go/saalphapicksAlpha Picks performance update for June 202500:00 Alpha Picks...
Is the Market About to Come Down Again?
23 Jun 2025
Contributed by Lukas
Jim Osman's article - https://www.forbes.com/sites/jimosman/2025/06/22/why-wars-rarely-kill-bull-markets-the-contrarian-case-for-stocks/With the c...
This is the Best Fintech Stock in the Market
17 Jun 2025
Contributed by Lukas
Coinbase (COIN) is the best fintech stock in the market. In this video we break down their business, and I tell you why.00:00 Analyzing Coinbase07:39 ...
Is Apple's AI Strategy Good Enough?
13 Jun 2025
Contributed by Lukas
Apple's AI strategy has been a hot topic for about 2 years. The Wall Street Journal recently published part of an interview with a couple of their...
I Finally Dug Into Palantir. Here’s What I Found.
09 Jun 2025
Contributed by Lukas
Palantir (PLTR) is a stock I've mostly ignored because I really didn't understand what they did. But it's one of the most talked about sto...
My Stock Portfolio Recap for May 2025
02 Jun 2025
Contributed by Lukas
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 ...
Nvidia's Earnings Show the AI Trade is Still Strong
29 May 2025
Contributed by Lukas
After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other sto...
Alpha Picks Performance Update: May 2025
27 May 2025
Contributed by Lukas
Alpha Picks performance update for May 202500:00 Alpha Picks overall Performance02:25 Strategy 2 Performance03:51 Strategy 3 Performance05:34 Strategy...
Snowflake's Stock is Macro-Proof (so far)
23 May 2025
Contributed by Lukas
Snowflake just reported earnings and the market loved it, so we’re breaking down their latest report. Also, I talk through my portfolio performance ...
I’m Saying Goodbye to these 2 Stocks
20 May 2025
Contributed by Lukas
With the market back up close to all-time highs, I decided to sell out of 2 long-held positions completely. We go over it in this video.00:00 Why I so...
This is the Most Exciting Stock in my Portfolio
16 May 2025
Contributed by Lukas
There’s one particular stock in my portfolio that I get excited about more than any other. That stock is Cloudflare (NET). In this video we break do...
The Curious Case of Google's Stock
13 May 2025
Contributed by Lukas
Check out the All-In segment on Google: https://youtu.be/g6HSFCQQ6O0?si=fXLDY46_ktqHqWj9&t=1969Is Google a dying company? Or an undervalued genera...
My Stock Portfolio Recap for April 2025
06 May 2025
Contributed by Lukas
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 ...
Earnings Roundup: GOOGL, META, AAPL, AMZN
03 May 2025
Contributed by Lukas
Earnings season is in full gear and we break down the latest from these 4 companies - Google (GOOGL), Meta Platforms (META), Amazon (AMZN), and Apple ...
Alpha Picks Performance Update: April 2025
28 Apr 2025
Contributed by Lukas
Alpha Picks performance update for April 202500:00 Alpha Picks overall Performance02:27 Strategy 2 Performance03:56 Strategy 3 Performance05:34 Strate...
Earnings Roundup: UNH, TSM, and AXP!
24 Apr 2025
Contributed by Lukas
Earnings season is starting and we break down the latest from these 3 companies - UnitedHealth (UNH), Taiwan Semiconductor (TSM), and American Express...
Is It Time To Worry About Nvidia?
16 Apr 2025
Contributed by Lukas
New export restrictions will prevent Nvidia from selling their H-20 GPUs to China. What does it mean for their future? We talk through it in this vide...
This Indicator Gives Me Confidence About My Stocks
10 Apr 2025
Contributed by Lukas
Even though I focus on fundamentals, there are technical factors that help me understand the noise in the markets. This particular one (the S&P 50...
Thoughts on Tariffs, Stocks, and America
07 Apr 2025
Contributed by Lukas
Everyone is talking about tariffs, politics, and how it impacts stocks. Here's my (barely edited) take.❄️ Use the same portfolio management tool i...
My Stock Portfolio Recap for March 2025
04 Apr 2025
Contributed by Lukas
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 ...
People aren’t ready for this Market
31 Mar 2025
Contributed by Lukas
The market has been, and it feels like some are panicking. But what if the next 10 years doesn’t go like the last 10 years?00:00 People are predicti...
Here’s what to expect from SCHD in 2025
26 Mar 2025
Contributed by Lukas
If you want to try out my SCHD changes tool in Claude, check it out here: https://claude.site/artifacts/04099e7b-4677-4e63-a49d-7813759d6e3f📈 Get $...
This is one stock I’m watching right now
20 Mar 2025
Contributed by Lukas
With all the news happening in the market, let’s get back to some old fashioned stock analysis and dig into a stock I’ve been watching for about 6...
Alpha Picks Performance Update: March 2025
17 Mar 2025
Contributed by Lukas
Alpha Picks performance update for March 202500:00 Strategy 1 Performance03:33 Strategy 1-A Performance05:10 Strategy 2 Performance06:57 Strategy 3 Pe...
Stocks are down. Here's what I've changed.
13 Mar 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicks...
Is Google’s Stock Undervalued Right Now?
10 Mar 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicks...
Grading My Best and Worst Analysis (Again)
05 Mar 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalphaAn important part of doing stock analysis is to go back and see how yo...
My Stock Portfolio Recap for February 2025
03 Mar 2025
Contributed by Lukas
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowballIn this video we walk through my e...
Is it Time to Worry About Your Tech Stocks?
27 Feb 2025
Contributed by Lukas
🧑🏻💻 Work with me to build your own strategy: https://buildinvestlive.com/work-with-meTech stocks have been down double digits over the pas...
Is Snowflake Overhyped or a SaaS Data Winner?
24 Feb 2025
Contributed by Lukas
✅ Go behind the scenes with my Snowflake analysis by becoming a YouTube channel member: https://youtu.be/H4nEoC8MUioSnowflake is one of the most tal...
Tech Stock Roundup: What’s Going On With TSMC?
17 Feb 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalphaThere’s a lot going on with tech stocks, in this video I took viewer...
Alpha Picks Performance Update: February 2025
12 Feb 2025
Contributed by Lukas
💰 Get $50 off Alpha Picks and 60 days of Seeking Alpha Premium free until 2/15/25: https://buildinvestlive.com/saalphapicksAlpha Picks performance ...
Earnings Updates: Cloudflare’s On The Rise
10 Feb 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium:https://buildinvestlive.com/seekingalphaEarnings season continues and we break down the latest from 2 companies...
Earnings Updates: Why is Google Dropping?
06 Feb 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Earnings season continues and we break down the latest from 3 compan...
My Stock Portfolio Recap for January 2025
03 Feb 2025
Contributed by Lukas
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowball ✅ Work with me to build your o...
Earnings Update: I Sold Something
30 Jan 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Earnings season continues and we break down the latest from 3 compan...
What Does Deepseek Mean for Tech Stocks?
27 Jan 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Deepseek’s new LLM was all the buzz this weekend, potentially caus...
Seeking Alpha Premium Just Got Better
24 Jan 2025
Contributed by Lukas
Try out Virtual Analyst Report with a 7 day free trial to Seeking Alpha Premium: http://buildinvestlive.com/virtualanalyst Seeking Alpha released a V...
TSMC’s Dominance Keeps Growing
21 Jan 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Get started with my free basic AI prompts: https://buildinvestlive.c...
Why Are Stock Valuation Metrics Different Sometimes?
17 Jan 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Valuation metrics can be different sometimes on different websites. ...
Stocks are off to a Rough Start in 2025
15 Jan 2025
Contributed by Lukas
Follow me on instagram: https://instagram.com/mattderron ✅ Work with me to build your own strategy: https://buildinvestlive.com/coachinglist 📈 ...
This is How I Will Use Alpha Picks In 2025
13 Jan 2025
Contributed by Lukas
💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicks Watch my full review video on Alpha Picks: https://youtu.be/-Wu8p9LmX_o Break...
4 Tips For Transferring Stocks to Different Brokerages
08 Jan 2025
Contributed by Lukas
❄️ Get 10% off of any Snowball Analytics paid plans https://buildinvestlive.com/snowball ✅ Work with me to build your own strategy: https://...
This Might Be The Biggest Business Trend in 2025
06 Jan 2025
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha Get started with my free basic AI prompts: https://buildinvestlive.c...
My Stock Portfolio Recap for December 2024
02 Jan 2025
Contributed by Lukas
❄️ Get 30% off of any Snowball Analytics paid plans through 1/4/2025: https://buildinvestlive.com/snowball ✅ Work with me to build your own ...
How I’m Preparing My Portfolio Strategy for 2025
27 Dec 2024
Contributed by Lukas
Work with me to create your own strategy: https://buildinvestlive.com/coachinglist It’s time for my end of year review of my portfolio strategy and...
My 2024 Channel Recap and Plans for 2025
24 Dec 2024
Contributed by Lukas
Work with me to create your own strategy: https://buildinvestlive.com/coachinglist We have a little fun recapping 2024 and talking about what to expe...
This is One of the Best Books for Stock Pickers
20 Dec 2024
Contributed by Lukas
Annie Duke’s Thinking in Bets on Amazon: https://amzn.to/4gJE4nD My list of investing books I’ve liked the best and why: https://amzn.to/3EDToRS ...
The Nasdaq 100 (QQQ) is Changing. Here’s Why.
17 Dec 2024
Contributed by Lukas
Get my free basic AI prompts to help you pick better stocks in less time: https://buildinvestlive.com/aiprompts 📈 Get $30 off Seeking Alpha Premiu...
The Truth About Technical Analysis That No One Tells You
13 Dec 2024
Contributed by Lukas
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha 💰 Get $50 off Alpha Picks: https://buildinvestlive.com/alphapicks...
3 Tools for Picking Better Stocks in Less Time
10 Dec 2024
Contributed by Lukas
Get started with my free basic AI prompts: https://buildinvestlive.com/aiprompts Get $140 off of Alpha Picks until 12/11/24: https://buildinvestlive....
Will Big Tech Stocks Continue to Dominate in 2025?
06 Dec 2024
Contributed by Lukas
📈 Get $90 off Seeking Alpha Premium until 12/11/2024: https://buildinvestlive.com/seekingalpha Big Tech continued rallying in 2024 after a dominan...
How Much My Portfolio Earned in November ($340,000 Account)
02 Dec 2024
Contributed by Lukas
❄️ Use the same portfolio management tool in this video and get 10% off: https://buildinvestlive.com/snowball In this video we walk through my...
Is Alpha Picks Worth the Cost?
27 Nov 2024
Contributed by Lukas
Get $140 off of Alpha Picks until 12/5/24: https://buildinvestlive.com/alphapicks Get $90 off of Seeking Alpha Premium until 12/5/24: https://buildin...
Is Snowball Analytics Worth It?
25 Nov 2024
Contributed by Lukas
❄️ Get 30% off of any Snowball Analytics plan until 12/4/24!: https://buildinvestlive.com/snowball Every investing website tries to get you to pa...
Nvidia Might Actually Be Undervalued
21 Nov 2024
Contributed by Lukas
More earnings updates, and why Nvidia may actually still be undervalued. 00:00 Nvidia’s (NVDA) earnings 14:09 Cloudflare’s (NET) earnings 20:41 U...
What I Expect From the Stock Market in 2025
18 Nov 2024
Contributed by Lukas
Donald Trump was elected as the next President of the United States (again), what does it mean for stocks and how should we prepare for 2025 as invest...
Peter Lynch’s Six Category Method for Stocks
14 Nov 2024
Contributed by Lukas
Peter Lynch’s “One Up On Wall Street” is my favorite investing book of all time. In this video we go through the 6 categories of stocks he talks...
This is the Most Important AI Company in the World
11 Nov 2024
Contributed by Lukas
Taiwan Semiconductor is probably the most important AI company on the planet. It’s also the most recent addition to my portfolio. In this video we d...
How Much My Portfolio Earned in October ($324,000 Account)
04 Nov 2024
Contributed by Lukas
In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my ...
These are Still the Best Companies in the Market
01 Nov 2024
Contributed by Lukas
Big Tech companies continue to report earnings and we break down 3 more companies from my portfolio 00:00 Amazon’s (AMZN) earnings 11:24 Big Tech v...
Earnings Season is Starting Better Than Expected
30 Oct 2024
Contributed by Lukas
Earnings have started, and we break down 4 companies from my portfolio that just reported. 00:00 Google’s (GOOGL) earnings 05:01 McDonald’s (MCD)...
The Real Truth About Credit Scores (Not What You Heard)
23 Oct 2024
Contributed by Lukas
Pretty much everything you hear about credit scores on social media is wrong. In this video we break down the truth. 00:00 Are credit scores a scam? ...
Is Amex’s Amazing Run Coming to an End?
21 Oct 2024
Contributed by Lukas
American Express (AXP) is up over 80% over the last year, but they just reported earnings and dipped 3%. Is their amazing run over? 00:00 What did Am...
These New ETFs Sound a Little Scary
18 Oct 2024
Contributed by Lukas
📈 Get access to the same articles used in this episode and get $30 off: https://www.seekingalpha.link/2DGX6QC/2QZRGT/ There are new CLO ETFs on th...
Is Tesla’s Future Vision Worth Buying Into?
14 Oct 2024
Contributed by Lukas
Tesla just had their “We, Robot” event and in this video we break down what they announced and what it means for Tesla’s stock and investors. 0...
Answering Comments: Why Did Your Investing Strategy Change?
11 Oct 2024
Contributed by Lukas
If you liked my shirt in this video, watch this: https://youtu.be/662SKLjDNKc ✅ Become a better investor with weekly learning challenges: https://y...