Co-host of Dumb Money Live. Describes an 18-year investing career with concentrated positions in Amazon and memory/AI infrastructure. Actively visits robotics companies (Apptronik, Figure, 1X) and maintains a robotics network. Trades short-term options around binary catalysts (e.g., GTA 6 trailer) but holds long-term conviction positions.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Chime's migration to its own core processing and ledgering system reduced costs and enabled new product launches like Chime Card and MyPay, driving 30% revenue growth to $2.2B and a 10% EBITDA margin while serving 9.5M active members.