Podcast Episode
FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
About this episode
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
(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day
(04:18) Nike Earnings & Strategy Review
(12:54) AI Agent Landscape & Funding Round Updates
(17:47) Muse, Agent Commerce, & Online Platform Moats
(29:06) "Compounders" Trading at Multi-Year Valuation Lows
(39:09) FICO's 72% Drawdown & Mortgage Scoring Overhaul
(51:04) Fixed Income: 30-Year TIPS at 3.25% Real Yield
(53:40) AI Bubble Watch: Burry's Puts & GPU Leverage
(58:19) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen
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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.
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