Investing Unscripted

What the hell is going on with tech valuations? Nick Rossolillo joins us to break down the trillion-dollar AI infrastructure cycle and why "commodity" hardware is running wild.

02:04 Chip Stock Investor Process

05:00 AI Trade Big Picture

06:18 Hyperscaler CapEx Wave

10:24 Who Pays For AI

11:16 AI Beyond Consumers

16:58 Valuations And Risk

22:40 Memory Stocks Spotlight

26:13 Is Memory A Commodity

28:21 Upgrade Cycles And Stickiness

32:00 Making Memory Less Commodity

35:04 OPEC Analogy Supply Control

36:43 Flash Memory Challengers

38:52 Apple Micron China DRAM

39:56 Portfolio and Research Ads

41:44 Power Generation Constraints

44:03 AI Labs and IPO Rumors

45:57 LLM Risks and Regulation

52:24 SpaceX Valuation Debate

57:52 Where to Find Nick

Companies mentioned: AMD, AMZN, ASML, MU, ORCL, QS, RKLB, TSLA

Check out https://chipstockinvestor.com

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
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We're opening up our watchlists! From luxury supercars to social media platforms, we break down why we haven't bought Ferrari, Reddit, or Rocket Lab…yet.

03:48 Watchlist Episode Setup

06:14 Ferrari Luxury Thesis

11:27 Lululemon Value Debate

19:15 Options Lessons Puts Calls

23:44 BBB Foods Watchlist Pick

29:29 Rocket Lab Valuation Debate

34:16 Options Strategy For Volatility

35:32 TransMedics Mission And Doubts

42:01 Reddit Business Model Fears

47:48 AI Data And Growth Metrics

51:22 Pick One Stock Today

Companies mentioned: ISRG, LULU, MTH, RACE, RDDT, RKLB, TBBB, TMDX, TOST

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. 

Follow the show on:

Spotify (https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r?si=6213b1574ff04bce)

Apple Podcasts (https://podcasts.apple.com/us/podcast/chit-chat-stocks/id1437766060

YouTube https://www.youtube.com/@ChitChatStocks

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Join our Patreon: https://www.patreon.com/investingpod

Subscribe to our portfolio on Savvy Trader (https://savvytrader.com/investingunscripted). Use code Unscripted2026 for 30% off a one-year subscription! 

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this June 2026 Mailbag, Jason and Jeff dive into OZEM, the world’s first actively managed GLP-1 weight-loss drug ETF, debating whether its steep fees are worth outsourcing your portfolio research. They also explore how generative AI is shifting white-collar labor, detail exactly how they would allocate a surprise $250,000 windfall, and answer a critical valuation question on why pre-revenue player QuantumScape still commands a multi-billion dollar market cap. 

03:36 Baseball Trash Talk

04:21 Mailbag GLP-1 ETF OZEM

08:04 Active ETF Pros and Cons

15:39 AI Disruption Question

16:37 SaaS and AI Native Future

20:58 AI in Construction and Trades

22:33 AI Productivity vs Disruption

24:07 AI Makes Us Dumber

27:19 Solid Power Overview

29:20 Battery Tech Commoditization

33:43 Windfall Money Plan

39:22 Spending vs Investing Choices

42:07 QuantumScape Market Cap

Companies mentioned: ABNB, BMW, DAVA, F, GOOG, GOOGL, HIMS, KNSL, LEN, LLY, MELI, META, NOW, NVDA, NVO, PFE, PYPL, QS, RKLB, SLDP, TTD 

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!

Learn more about your ad choices. Visit megaphone.fm/adchoices

What if AI plateaus and remains structurally mediocre?  Jason and Jeff challenge Wall Street's unstoppable narrative, talk portfolio rebalancing, and dissect the line between investing skill and pure luck. 

00:29 Mailbag Callout

01:57 Episode Setup AI Doubts

04:25 Will AI Stay Mid

08:43 LLMs Limits Learning

12:36 AI In Investing Workflow

16:08 Spending Hype Reality

19:17 Deck Building First Principles

22:55 AI Adoption And Growth Math

26:34 Rebalancing In AI Mania

27:23 Trimming Winners Hedging

33:53 Allocation Decisions Retirement

38:08 Have We Just Been Lucky

45:22 Gemini Concentration Fail

Companies mentioned: ADBE, AVGO, CRM, DDOG, KNSL, MELI, NVDA

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices

Did the SpaceX IPO live up to the hype? We’re breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit.

00:41 Show Intro And Agenda

04:20 Market Vibes Check In

05:35 Dividend Portfolio Surprise

10:09 Chat Soccer Detour

12:37 Extra Time Debate

18:34 SpaceX IPO Reactions

20:52 Valuation And Competition Risks

26:53 One Year Price Bet Setup

27:32 SpaceX Valuation Debate

28:04 Livestream Banter Fixes

30:04 Portfolio Contest Update

33:40 Lessons From Bad Picks

39:55 Trade Desk Reality Check

47:50 Intuit Versus Adobe

51:15 Oracle AI Risk Talk

54:33 QuantumScape Milestones

58:17 SpaceX IPO Trap Wrap

Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, TTD

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!

Learn more about your ad choices. Visit megaphone.fm/adchoices