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Chit Chat Stocks
Chit Chat Stocks

Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR

26 June 2026 1:03:55 Chit Chat Stocks

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About this episode

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:


(00:00) Introduction

(01:09) Micron Madness: Earnings and Expectations

(10:02) The AI Chip War: OpenAI's Custom Chip Announcement

(17:32) Meta's New Ventures: Prediction Markets and Glasses

(31:49) Meta's Capital Allocation and Market Comparisons

(32:08) Lime's IPO and Business Model Insights

(36:38) MicroStrategy's Bitcoin Strategy and Market Impact

(42:03) The Future of MicroStrategy and Bitcoin's Viability

(45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies

(52:41) Researching Industries and Competitors

(56:11) Wise's Business Performance and Market Positioning


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Subscribe to Emerging Moats Research: emergingmoats.com 

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Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


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