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 (02:19) Analyzing the SoFi Short Report (13:07) SoFi&#x27;s Response and Shareholder Concerns (26:33) Uber&#x27;s Autonomous Vehicle Partnerships (33:11) Trade Desk&#x27;s Controversies and Market Position (38:18) Bumble&#x27;s decline (41:45) Micron&#x27;s Earnings Surprise (46:29) Nvidia&#x27;s AI Revenue Projections (51:10) OpenAI&#x27;s Strategic Shift ***************************************************** 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.

SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection

Chit Chat Stocks

# Full Transcript

**Podcast:** Chit Chat Stocks

## Participants

- **Ryan Henderson** (Chit Chat Stocks)
- **Brett Schaefer** (Chit Chat Stocks)

## Transcript

This episode is presented by Interactive Brokers. Interactive Brokers is the best platform for global investors. From their one-of-a-kind market coverage to their best-in-class pricing, IBKR truly has it all. If you're serious about investing, head on over to IBKR.com. Stay tuned for more Interactive Brokers later in this episode. Welcome to the Chit Chat Stocks podcast, the podcast that helps you discover your next great investment. I am one of your hosts, Ryan Henderson, and I am joined, as always, by the one and only Brett Schaefer.

We got a lot on the docket this week. This is our weekly investing power hour episode where we talk all things financial markets. We do these live every Thursday at 5 p.m. Eastern Time. So if you want to get any questions in, feel free to hit us up on YouTube. Head on over at 5 p.m. Eastern Time and ask away in the live chat.

We've got a SoFi short report from Muddy Waters, controversial one, popular name. There was a bit of selling in the stock. We've got the trade desk, not technically sued, but protested by one of its largest customers. We have absolutely insane revenue numbers out of the largest memory chip maker, I believe the largest, Micron, who reported earnings this week.

And we've got plenty of other news as well. OpenAI potentially giving up to Google, some Uber partnerships, and plenty more. Brett, how are you today? Where do you want to start? Brett, how are you today?

Miss a thing or two. And if you have any specific companies you want us to look at or anything like that, the Substack Chat is the place to do that because it gives us a little bit of time to actually prep and add some notes instead of just doing a live take. Do we want to talk SoFi short report? Let's do it. I didn't have time to read it, but it looks like you made quite a few notes here. Of course, Muddy Waters, pretty popular short seller.

Well, unpopular in certain circles, but they've been around for a long time. They're not afraid of any controversy. What were they saying here, Ryan? And can I assume that – I think we talked about it on the episode that came out this week where new lenders, lending businesses, it's all about trust. And were we vindicated by our hot takes that some people give us pushback for? Yes.

Well, vindicated by this report and some of the allegations per se. But obviously, at the moment, they remain allegations. So – and I do want to maybe take a sec. When we talk about short reports, they can be almost intimidating if you're a shareholder. And there are a lot of shareholders that just ignore them.

There's a lot of shareholders that try to dismiss whatever they can, discredit the short seller. My general piece of advice – because I don't know if you've ever had a company that you've owned where there's been a major short report that was relea...

SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
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SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.