Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
1 hour 9 minutes Posted Oct 2, 2026 at 8:00 am.
PM EST. This week we discussed:
) Introduction
) Meta Poaches MongoDB CEO Ahead of Investor Day
) Nike Earnings & Strategy Review
) AI Agent Landscape & Funding Round Updates
) Muse, Agent Commerce, & Online Platform Moats
) "Compounders" Trading at Multi-Year Valuation Lows
) FICO's 72% Drawdown & Mortgage Scoring Overhaul
) Fixed Income: 30-Year TIPS at 3.25% Real Yield
) AI Bubble Watch: Burry's Puts & GPU Leverage
) Live Chat Q&A: Crypto Threats to Remitly & Interest Rates on Adyen
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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at
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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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