Aug 19, 2026 · 1 hr 7 min · 11 segments
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points…
Basis points.
Thank you, everybody, for being here.
Uh, this was a hell of a week.
This was a hell of a week.
Stocks-
Vindication
... vindication for a variety of things that have been said on this podcast.
Uh, vindication for the semiconductor bulls that finally got a week of relief after two weeks of stagnation, and vindication for people that have been buying the dip on SaaS all year in the face of semis going higher and believing those companies are not going to be dead because of Claude.
Vindication is not the same thing as victory.
Hmm.
We will not claim victory until the bears go in hibernation.
[laughs]
So this is just vindication and validation right now, but it is not victory.
We are so far away from victory right now.
Basis points.
Thank you, everybody, for being here.
Uh, this was a hell of a week.
This was a hell of a week.
Stocks-
Vindication
... vindication for a variety of things that have been said on this podcast.
Uh, vindication for the semiconductor bulls that finally got a week of relief after two weeks of stagnation, and vindication for people that have been buying the dip on SaaS all year in the face of semis going higher and believing those companies are not going to be dead because of Claude.
Vindication is not the same thing as victory.
Hmm.
We will not claim victory until the bears go in hibernation.
[laughs]
So this is just vindication and validation right now, but it is not victory.
We are so far away from victory right now.
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