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Chit Chat Stocks
≈ 2–3 a week
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Single-name retail stock discussion, formerly Chit Chat Money.

In the last 30 days, Chit Chat Stocks produced 103 attributed ideas; most-discussed: GOOGL, SPCX, META.

37
Ideas · 7d
103
Ideas · 30d
687
Ideas · all time
57
Episodes
Names this show discusses most
30D
GOOGL · 3SPCX · 2META · 2GM · 2FICO · 2CSGP · 2V · 2MA · 2
90D
GOOGL · 3SPCX · 2META · 2GM · 2FICO · 2CSGP · 2V · 2MA · 2

Theses first heard here · 6

CoreWeave and neoclouds are zerosFIRST HEARD 23 OCT
AI agents ease subscription cancellationFIRST HEARD 14 OCT
FICO short on monopoly greed and regulatory backlashFIRST HEARD 2 OCT · FICO
Ads business model dies with AI agentsFIRST HEARD 23 SEP
Agentic AI as a threat to Airbnb's brand moatFIRST HEARD 23 SEP · ABNB

In The Callback

CrowdStrike's $5B ARR milestone a re-rating catalyst2026-W43 · NOW PANEL
Latest attributed ideas · most recent first
26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Anthropic's durable moat is questionable
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Governance structure makes Anthropic uninvestable
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Anthropic's GAAP losses mask underlying profitability
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Amazon as the biggest winner from Anthropic's S-1
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Anthropic's 900% net revenue retention
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Enterprise customer growth staggering
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Compute costs falling, margins expanding
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Revenue per employee hits elite tier
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
SpaceX a mixed bag on AI compute contracts
SPCXOpen in Zortix →
26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Future capital intensity from own data centers
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
GPU demand sustainability optimistic post-S-1
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26 OCTYESTERDAYEMERGENCY ANTHROPIC S-1 BREAKDOWN
Cash burn rumors were overstated
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23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
SpaceX's AI infrastructure spend rivals hyperscalers
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
CoreWeave's debt-fueled collapse
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Meta's AI CapEx as a massive risk
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Netflix's financials strong despite watch hour concerns
SHOWS SPLIT14 SHOWS · NOT ALL ON THE SAME SIDENFLXOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Neo-cloud sector crash as inevitable
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23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Rollins as an AI search loser
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
WISE's margin target amid governance missteps
ORIGINAL IDEAFIRST ON WISE IN 30 DAYSWISEOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Hermès' pricing power and global resilience
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23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Wise's growth masked by multiple compression
WSEOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Semiconductor bubble in earnings, not valuations
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23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
General Motors as a deep value share cannibal
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEGMOpen in Zortix →
23 OCT4D AGOSpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
SpaceX as potential distressed asset buyer
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21 OCT6D AGOBen Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
GEICO as a massive career compounder
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21 OCT6D AGOBen Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
Montgomery Ward as a deep-value net-net
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21 OCT6D AGOBen Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
Northern Pipeline activist proxy fight
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21 OCT6D AGOBen Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
Net-net investing as a quantitative value framework
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21 OCT6D AGOBen Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
Margin of safety as the core investment principle
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21 OCT6D AGOBen Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
GM-DuPont stub as a risk-free arbitrage
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEGMOpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION