Basis Points
335 posts
Basis Points
@basispointpod
Finance Media Podcast by @amitisinvesting & @stevenfiorillo
New York, NY Katılım Şubat 2026
2 Takip Edilen8.2K Takipçiler
Basis Points retweetledi
pricemogging
Molly O’Shea@MollySOShea
BREAKING: Meta just pricemogged OpenAI & Anthropic with Muse Spark 1.1 that’s reportedly 75% cheaper, putting new pressure on both open & closed models We’ve now hit the price wars phase of the AI cycle. @amitisinvesting covers how models are going to battle, including our interview w/ @Cerebras CEO @andrewdfeldman on Alex Karp’s sovereign AI thesis: “You shouldn’t be dependent on NVIDIA. You shouldn’t be dependent on one model maker… you’d like to have choices at each layer of the stack.” “If you have unique data, be sure you don’t give that away… have multiple choices in different parts of the stack, but you get the credit for your data.” Amit’s take: “This is great for Meta. It’s great for NVIDIA. It’s great for all the semi-stack. It means they’re gonna spend more on compute. It’s good for Nebius. It’s good for CoreWeave. It’s good for all the software names.”
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Basis Points retweetledi
Sat down with Ryan Cohen, CEO of GameStop, to discuss his early starts in business, why he took a stake in GameStop 5 years ago, and why Ebay deserves a new home.
Thank you to @ryancohen for taking the time!
Timestamps:
00:00 - Intro
00:50 - Ryan's Beginnings in Business
05:50 - Why Pets?
12:20 - Why Enter into Gamestop
15:59 - Gamestop's Future
18:21 - Gamestop's Retail Community
23:10 - Collectibles TAM
26:09 - Why Ebay
30:45 - Ebay's response to the offer
36:20 - Ebay's Live Studio Play
38:00 - Agentic Commerce
41:08 - Rapid Fire
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Basis Points retweetledi
I think it's crazy that $NVDA is trading at roughly 21.9x this year's earnings expectations and 15.5 times next year's considering the market has never seen this type of growth across the top and bottom line. In all seriousness how many people believe NVDA will stop growing YoY?
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In the TTM the combination of $GOOGL $AMZN $MSFT and $META spent $433.9B on CapEx and generated $617B in Cash from Ops. Why is deploying capital so controversial when these companies clearly know how to monetize their assets?
$GOOGL since Q1 2017 on a TTM basis grew cash from ops by $136B or 359.7% from $37.9B to $174B
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Basis Points retweetledi
I just finished my article discussing how Micron just confirmed that we are in the early stages of the A.I. Buildout which can be read below on @artemis $MU just backed up everything in $NVDA, $AMZN, $MSFT, $ORCL, and $GOOGL earnings reports
artemis.ai/stevenfiorillo…
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Basis Points retweetledi
I am now bullish again on $PLTR - Palantir: Upgrading To Bullish After A Record Quarter Meets A 48% Selloff seekingalpha.com/article/491797…
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Basis Points retweetledi
Nick @wealthmatica and I sat down to discuss the $PLTR and $ZETA partnership: The Palantir & Zeta Global Partnership Will Be Huge! youtu.be/_AEsefZZVko?si… via @YouTube
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Basis Points retweetledi
Sat down with Aaron Levie, CEO of Box, to discuss where AI agents are going, how agentic workflows are transforming software, why agents will require much more memory, and how token budgets for enterprises are evolving.
Thank you @levie for taking the time!
00:00 - Intro
01:30 - Where are we in AI
06:25 - The Role of Agents in Software
11:40 - The Role of Memory for Agents
14:45 - TokenMaxxing
24:54 - Why Are There AI Doomers?
31:50 - Aaron's Take on Nvidia
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BREAKING: Palantir $PLTR and Nvidia $NVDA expand their partnership to deliver sovereign AI for the US government and critical infrastructure agencies.
- The Partnership enables agencies to deploy, customize, and post-train NVIDIA Nemotron models on proprietary data.
- Combines NVIDIA AI infrastructure with Palantir platforms for sovereign, mission-critical AI.
- Gives customers control over data, IP, model weights, auditability, authorization, and post-training.
Once again, no matter what the model is…Palantir provides the infrastructure that makes any model operational to enable transformation within an enterprise.
Alex Karp: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models. Moreover, many of our US clients are already using these models, including multiple supporting critical US infrastructure — both private and public — and this will facilitate their radical expansion.”
Jensen Huang: “Open source AI is foundational to national security, public safety and U.S. technology leadership. Palantir’s Nemotron-powered intelligent engine shows how open models can strengthen America’s leadership in AI — giving U.S. government agencies a secure, customizable and fully controlled foundation to build mission-critical AI systems in support of national security.”
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Basis Points retweetledi
Great points from @stevenfiorillo on @basispointpod on why Fed should cut rate instead of hike. As I mentioned in previous posts, we're seeing sector rotation to Financials which has been laggard for too long.
m.youtube.com/watch?v=nMVUED…
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I just wrote a new article on @artemis about how the AI Buildout Just Shifted Into Another Gear. $NVDA $AVGO $META $AMZN $GOOGL $MSFT See below
artemis.ai/stevenfiorillo…
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Basis Points retweetledi
$SOFI CEO @anthonynoto talks about his mentality going to work each day!
Saying despite not being the founder he has that sort of mentality. Every day he feels a sense of urgency to deliver and wants to do it as long as possible!
HOW COULD YOU NOT BE BULLISH!
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