Market Bytes

Apr 16 2025 180 ep. 16 mins 10
Market Bytes Podcast artwork

Market Bytes is about understanding markets, tech, and businesses so we can build wealth through stock investing. I share all the details of my personal portfolio and performance, commentary on the financial news, as well as my process to analyze and monitor stocks.

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Is It Time To Worry About Nvidia?

Apr 16 2025 14 mins  
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 video.00:00 New GPU restrictions to China08:07 What does this mean?10:41 What are my thoughts?

This Indicator Gives Me Confidence About My Stocks

Apr 10 2025 14 mins  
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 500 Volatility Index or VIX) gives me confidence that my stocks will recover.

Thoughts on Tariffs, Stocks, and America

Apr 07 2025 20 mins  
Everyone is talking about tariffs, politics, and how it impacts stocks. Here's my (barely edited) take.❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

My Stock Portfolio Recap for March 2025

Apr 04 2025 13 mins  
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, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.00:00 Portfolio Performance for March 202502:58 Dividend income & What I bought and sold06:38 Best and worst performers08:45 Overall

People aren’t ready for this Market

Mar 31 2025 10 mins  
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 predicting a flat decade04:37 What do the technicals say?07:06 What are my thoughts on this?❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠⁠buildinvestlive.com/snowball⁠

Here’s what to expect from SCHD in 2025

Mar 26 2025 10 mins  
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 $30 off Seeking Alpha Premium: https://mattderron.com/go/seekingalphaSchwab’s US Dividend Equity ETF (SCHD) just went through its annual reconstitution. So in this video we break down what changed and what you should expect from SCHD

This is one stock I’m watching right now

Mar 20 2025 26 mins  
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 months: Twilio (TWLO)00:00 What is Twilio?03:19 Understanding TWLO’s business12:07 TWLO’s operations and valuation18:12 3-tier rating & recap23:05 Overall thoughts on TWLO📈 Get $30 off Seeking Alpha Premium: https://mattde

Alpha Picks Performance Update: March 2025

Mar 17 2025 12 mins  
Alpha Picks performance update for March 202500:00 Strategy 1 Performance03:33 Strategy 1-A Performance05:10 Strategy 2 Performance06:57 Strategy 3 Performance08:37 Overall thoughts for Mar 2025💰 Get $50 off Alpha Picks: https://m⁠attderron.com/go⁠/saalphapicks*I am not a licensed professional or a financial advisor. This content should not be taken as financial advice. It i

Stocks are down. Here's what I've changed.

Mar 13 2025 9 mins  
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicksThe market is selling off, and I’ve made some changes. In this video we break them down.00:00 I trimmed 2 holdings03:17 I added to 3 positions07:00 How I’m approaching the downturn

Is Google’s Stock Undervalued Right Now?

Mar 10 2025 14 mins  
📈 Get $30 off Seeking Alpha Premium: https://buildinvestlive.com/seekingalpha💰 Get $50 off Alpha Picks: https://buildinvestlive.com/saalphapicksEveryone’s talking about Google. Is it a dying monopoly or an undervalued company in an irrational market? We break it down in this video.00:00 Is Google Dead?03:24 The Biggest Risk to Google Search07:37 What is Google’s AI Mode08