Basis Points
11 May 2026
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 - https://x.com/basispointpod00:00 - Intro01:40 - All Bird Goes AI 02:55 - Iran War Ending11:20 - Mag 7 are not the Lag 7 anymore17:45 - Amazon could be the best Mag 7 22:58 - MSFT Selloff26:02 - Neoclouds 31:05 - SaaS Selloff36:58 - Palantir42:34 - Upcoming IPOs
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