Market Bytes

Hosted by Matt Derron

Business Investing

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Episodes

229

Latest episode

Jan 2026

Language

EN-US

About the show

Market Bytes is a show about tech and stocks. Breaking down the businesses and technology that dominates the market, making sense of the financial headlines, and sharing the details of my own personal portfolio.

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60 recent

January 5, 2026Episode 7813 min

My Stock Portfolio Recap for December 2025

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 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for December 2025 05:11 Best and worst performers 08:14 Overall thoughts ❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball

December 1, 2025Episode 7713 min

My Stock Portfolio Recap for November 2025

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 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for November 2025 03:46 Trading Update 08:26 Best and worst performers 11:41 Overall thoughts ❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball

November 24, 2025Episode 7619 min

PINS Update: Never Buy a Broken Chart

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 what’s going on with the position, what happened, and what I could’ve done better to manage the trade. Also, Stanley Druckenmiller agrees.00:00 PINS position update10:51 Don’t buy broken charts w/ Stanley Druckenmiller14:44 How this applies to my long-term portfolio ✅ Try out the stock research automation tool I built for myself: https://stockbytes.io

November 20, 2025Episode 7522 min

Nvidia’s Earnings Are In. Here’s What It Means.

Tech stocks have been selling off and Nvidia just reported earnings. We break it down in this video. 00:00 Nvidia (NVDA) earnings 12:42 Bull and bear cases for NVDA 18:00 Beware of too much content ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

November 12, 2025Episode 7413 min

I Used Alpha Picks for a Year. Here’s What I Found.

💰 Get $100 off Alpha Picks until 12/10/25: https://buildinvestlive.com/go/alphapicks Get $200+ off of Alpha Picks + Premium bundle: https://buildinvestlive.com/go/alphabundle Alpha Picks performance update as of November 2025 00:00 Alpha Picks overall Performance 02:29 Strategy 2 Performance 04:40 Strategy 3 Performance 07:07 Strategy 4 Performance 08:47 Overall thoughts as of November 2025 11:23 Black Friday Sale

November 10, 2025Episode 7319 min

3 Critical Numbers from these Earnings Reports (NET, PLTR, AMZN)

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 stocks in my portfolio: Cloudflare (NET), Palantir (PLTR), and Amazon (AMZN). Also, we talk about why price action after earnings sometimes doesn’t seem to make sense. 00:00 NET earnings 04:08 PLTR earnings 09:19 AMZN earnings 12:39 Understanding price action after earnings

November 3, 2025Episode 7216 min

My Stock Portfolio Recap for October 2025

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 500 and Nasdaq, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools. 00:00 Portfolio Performance for October 2025 04:22 Stocks I bought and sold 12:02 Best and worst performers ❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠ buildinvestlive.com/snowball

October 31, 2025Episode 7151 min

Some Big Earnings Moves (FI, META, V, CAT, GOOGL, MSFT)

Earnings are heating up and there’s a lot to talk about. 00:00 V earnings 06:42 CAT earnings 11:02 FI earnings 19:08 META earnings 31:38 GOOGL earnings 39:53 MSFT earnings ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

October 22, 2025Episode 7012 min

This is Why I Stopped Focusing on Valuation

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 about why I updated my approach and what I think has changed that makes valuation a less reliable predictor of future returns.00:00 Valuation not a primary factor for me03:23 Here’s what I think has changed07:23 What does it really mean? ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge

October 16, 2025Episode 6917 min

Why are ASML and TSM's Revenue Growth so Different?

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 earnings reports and talk about what it tells us about the nuances of their business like why their revenue growth rates are so different. 00:00 ASML’s earnings report 04:28 TSM’s earnings report 07:45 What these numbers mean 12:13 AI Demand vs Revenues ✅ Sign up for my free newsletter for weekly analysis that doesn't make it to a video! https://stockbytes.io/edge