Chit Chat Stocks

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:15) The Software Apocalypse
(21:36) AI and Software Development
(30:30) Housing Market Insights
(34:17) TripAdvisor: A Legacy Business in Transition
(38:43) Viator Acquisition: A Strategic Move for Airbnb
(44:38) TSMC's Growth and Market Position
(52:34) Apple and Google's AI Partnership

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Subscribe to Emerging Moats Research: emergingmoats.com 
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Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
https://www.interactivebrokers.com/ 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:

(00:00) Introduction
(01:59) Exploring the Defense budget increase
(10:45) Leidos (Ticker: LDOS)
(19:20) RTX Corp (Ticker: RTX)
(25:25) CACI International (Ticker: CACI)
(33:26) L3 Harris (Ticker: LHX)
(36:11) BWXT Technologies (Ticker: BWXT)
(42:18) Kratos Defense (Ticker: KTOS)
(50:08) Black Sky Technologies (Ticker: BKSY)
(54:24) Concluding thoughts on defense sector

*****************************************************
Sign up for our stock research service, Emerging Moats: emergingmoats.com 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
https://www.interactivebrokers.com/ 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(00:56) Geopolitical Impacts on Investments
(05:20) Venezuelan Economic Landscape and Investment Opportunities
(11:04) S&P 500 Insights: Winners and Losers
(28:36) Housing Market Dynamics and Institutional Investors
(33:37) Small Cap of the Week: Owlet's Market Position
(38:58) The Baby Economy and Market Trends
(43:31) Defense Spending Insights
(50:28) Streaming Wars: Netflix and Warner Bros
(01:01:34) AI Bubble Watch: Funding and Future Prospects

*****************************************************

Subscribe to Emerging Moats Research: emergingmoats.com 

*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
https://www.interactivebrokers.com/ 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:

(00:00) Introduction
(03:58) Exploring Turning Point Brands: Company Overview
(07:46) The Shift to Nicotine Pouches: Market Trends
(09:28) High-Level Thesis: The Super Trend of Nicotine Pouches
(13:56) Brand Strategies: FRE vs. ALP
(16:44) Nearshoring Manufacturing: Impacts on Profitability
(22:03) Brand Loyalty and Market Dynamics
(25:51) The Zyn Shortage: Implications for Brand Loyalty
(29:52) Market Dynamics and Brand Loyalty
(35:02) Valuation Insights and Growth Projections
(39:53) Risks and Challenges in the Nicotine Market
(44:23) Comparative Analysis: Pouches vs. Vaping
(51:16) Investment Strategy of Fraxinus Capital Management

Contact Capital Mindset: https://x.com/capital_mindset

*****************************************************

Sign up for our stock research service, Emerging Moats: ⁠⁠emergingmoats.com⁠⁠ 

*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
⁠⁠https://www.interactivebrokers.com/⁠⁠ 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: ⁠⁠⁠https://fiscal.ai/chitchat⁠⁠ 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, we take a look back at our 2025 returns, we analyze last year's market predictions, and we make 6 new bold predictions for 2026.
These include our takes on the overall economy, big tech, and stocks/sectors that we think could outperform or underperform.
We discuss:

(00:00) Introduction
(11:55) Analyzing Our 2025 Investment Returns, including biggest winners and biggest losers
(17:51) Reviewing last year's market predictions
(30:12) Bold stock market predictions for 2026
(53:06) Investment Goals for 2026

*****************************************************
Sign up for our stock research service, Emerging Moats: ⁠emergingmoats.com⁠ 
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 
⁠https://www.interactivebrokers.com/⁠ 
Interactive Brokers is a member of SIPC. 
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 
Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ 
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.