Dumb Money Live

Épisodes

• GTA 6 Launch Trade: Boom or Bust for Take Two? 03.07.2026 1h 18min

  Everyone knows GTA 6 will be massive. TTWO's already priced for it. Is "massive" enough?
• SpaceX IPO: Get Rich or Get Wrecked 09.06.2026 55min

  Is SpaceX about to mint a new generation of millionaires with its long-awaited IPO, or will investors get burned in one of the most hyped public debuts ever? Today on Dumb Money, how we're playing the SpaceX IPO.
• The Internet Can't Stop Buying This Wrap... We Bought the Stock 20.05.2026 51min

  Today on Dumb Money, we break down the Caesar wrap that seems to have taken over the internet and why we think it could be signaling something much bigger for the stock behind it. Is this just another viral food trend, or the beginning of a consumer trade Wall Street still doesn’t fully understand?
• Graham Sold Everything... Here’s What He's Buying 25.04.2026 1h 8min

  Today on Dumb Money, one of YouTube’s biggest real estate bulls just made a move nobody expected... he’s selling it all. What does Graham Stephan see that everyone else is missing?
• End of War Trades 24.03.2026 1h 3min

  Today on Dumb Money, preparing our trades for when the war ends.
• #1 on Amazon... and Almost No One Owns the Stock 12.03.2026 1h 2min

  Today on Dumb Money, a pure social arb trade revealed. The small public company behind a massive trend and #1 best seller on Amazon.
• AI Bull Case = Financial Crisis? 24.02.2026 1h 14min

  Today on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out consumer demand, and trigger a 2028 financial crisis.
• Our Worst Market Week Ever — How We Make It Back x2 06.02.2026 1h 13min

  Big Tech just had one of its worst weeks in years. Earnings were mixed, expectations were impossible, and the market punished everyone from AI spenders to chipmakers to SaaS. Today on Dumb Money: Our Worst Market Week Ever — How We Make It Back x2
• Meta Beats. Microsoft Misses. Why Amazon Matters Most 30.01.2026 1h 41min

  Meta beat. Microsoft missed. The reactions were extreme. Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand. With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward. Why Amazon earnings matter most right now.
• Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet 23.01.2026 1h

  Today on Dumb Money, the company that quietly dominated the holidays.
• The Real AI Trade in 2026 16.01.2026 44min

  The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.
• The AI Stock Nobody Understands 12.12.2025 59min

  AI isn't running out of GPUs… it's running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.
• The Biggest Risk After Nvidia Earnings 20.11.2025 55min

  Today on Dumb Money, our trade setup after $NVDA earnings.
• Take profits or double down? 29.10.2025 1h 42min

  Today on Dumb Money, we're making moves in anticipation of the upcoming big tech earnings reports. After the market closes on Wednesday, Microsoft, Alphabet, and Meta will release their earnings reports. Then on Thursday, it's Apple and Amazon's turn.
• The Soft Revolution: Inside 1X’s Surprising Breakthrough in Humanoid Robots 18.10.2025 21min

  Chris just got back from visiting four humanoid robot labs in California, including one that completely changed his mind. In this episode, the Dumb Money crew dives deep into 1X's unconventional tendon-driven design, why it could make robots finally safe enough for homes, and what Elon's rumored obsession with Optimus means for Tesla's next big leap. Plus, a rare-earth "arms race" is heating up… and Chris might have insider access to one of the biggest players.
• Undiscovered AI Trades 10.10.2025 38min

  Today on Dumb Money, we're buying the AI stocks Wall Street missed.
• First Impressions of the Sora app 07.10.2025 23min

  Chris & Dave give their first impressions of OpenAI's invite-only video generation app Sora and predict how this social platform will evolve.
• It’s Happening: Optimus 3 Changes Everything 03.10.2025 54min

  Tesla's Optimus Gen 3 could be the company's biggest bet yet — maybe even bigger than cars. Elon says the new design is "sublime," but can it really deliver on the hype? Today we break down what we know, what's rumor, and what it means for Tesla stock.
• The Perfect Trade 19.09.2025 1h

  Today on Dumb Money, how the Wizard of Oz at the Sphere Las Vegas changes everything for $SPHR stock.
• The Google Trends Glitch Nobody’s Talking About 29.08.2025 43min

  For nearly two decades we've relied on Google Trends as one of the most powerful tools for spotting alpha. But something changed. We dive into why the data looks broken, how AI-driven search may be skewing results, and what it means for investors. Plus: our latest takes on Lululemon, Palantir, Nvidia earnings, and Apple's upcoming iPhone lineup.