Podcast: Tech Growth Stocks ZM ROKU FSLY BTC and more
October 21, 2020
Beth Kindig
Lead Tech Analyst
I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku and Zoom Video. For instance, they asked if Roku will lose to the tech giants on over-the-top and if Zoom has reached peak usage.
We also talked about sensitive topics such as what it’s like being a woman in finance — you’ll hear whether I think it’s more challenging to be a woman in finance or tech and why. We also revisited Fastly, which I’ve been hesitant to invest in, and bitcoin, perhaps the most contested protocol of all time.
Most importantly, they ask what saying or philosophy I disagree with in investing and one piece of advice I have for tech investors. You can find my answer to both towards the end of the interview.
Access the interview here:
Apple Podcasts click here.
Spotify click here
YouTube click here
Here’s a preview of the segments:
20:50 Q&A Interview begins
27:50 My process with finding tech stocks and entering stocks
38:40 Roku
45:20 Zoom Video
53:05 Fastly
55:55 Bitcoin
58:17 One financial saying I disagree with
59:36 One piece of advice I have in regards to tech investing
Please Subscribe and Leave a Review for the Podcast Here
More To Explore
Newsletter
Nvidia Stock and the AI Monetization Supercycle No One Is Pricing In
Two weeks ago, Nvidia blew the doors off with an earnings report that defies the company’s mega-cap scale. The long-awaited Blackwell and Blackwell Ultra architectures are shipping in volume, leading
I/O Fund Called the Bitcoin Selloff: What Liquidity & DXY Data Predict Next
In August, the I/O Fund warned that Bitcoin was entering a high-risk phase as global liquidity stalled, and sentiment patterns flashed caution. Since then, Bitcoin has fallen more than -35%. In this a
Why Nvidia Stock Could Reach a $20 Trillion Market Cap by 2030
The headline that Nvidia could reach a $20 trillion market cap by 2030 will trigger plenty of emotion — it sounds fantastical, full of hype, or like a prediction made far too early in the AI cycle. Ye
Big Tech’s $405B Bet: Why AI Stocks Are Set Up for a Strong 2026
AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s mo
Market Cycles, Not Headlines: What History Says About the 2025 Rally and What Comes Next
Despite how it may seem, modern-day narratives rarely drive market swings. Tariffs, political headlines, niche trends like rare earth materials, or speculation about which company OpenAI partners with
Decoding the S&P 500: When Human Sentiment Meets Artificial Intelligence
Less than one-fifth of the U.S. economy is expanding, yet this small segment is growing at such a blistering pace—driven by AI-related spending—that it continues to hold up the rest of the economy. We
TSM Stock and the AI Bubble: 40%+ AI Accelerator Growth Fuels the Valuation Debate
Taiwan Semiconductor (NYSE: TSM) recently announced fiscal Q3 earnings, stating its longer-term AI revenue outlook is stronger than anticipated. The company reported record Q3 revenue of $33.1 billion
Micron Stock Up 120% YTD: What the HBM Memory Leader Plans for 2026
Micron’s stock is up 120% YTD – or 3X more YTD than AI heavyweight Nvidia. Recently, the high-bandwidth memory content that Micron supplies has increased 3.5X between GPU generations, leading to a qui
Palantir Stock Forecast 2025: Can PLTR Justify Its High Valuation?
Palantir leads the AI software pack in terms of strong earnings reports this past quarter as the company achieved significant milestones, the most impressive being US commercial revenue grew 93% YoY a
CoreWeave Stock Soars 200% Since IPO — Can It Defy the Odds?
CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among
