The AI Market Crash Is Here; Reddit, Axon, And Uber Earnings; Asymmetric Stocks With Travis Hoium from Chit Chat Stocks

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The AI Market Crash Is Here; Reddit, Axon, And Uber Earnings; Asymmetric Stocks With Travis Hoium

1 hour 5 minutes Posted Nov 6, 2026 at 9:00 am.

PM EST. This week we discussed:

) Introduction

) Discussion on market turmoil, debt markets closing for AI build-outs, and the potential popping of the AI bubble.

) Identifying stocks to watch during an AI downturn and evaluating Palantir's valuation.

) The importance of not price anchoring and waiting for favorable fundamentals during a market downturn.

) Analyzing Reddit's earnings, ARPU expansion, user base growth limitations, and AI data licensing potential.

) Hims & Hers operational success, the upcoming launch of peptide products, and disrupting the medical field.

) Axon's earnings report, stock-based compensation headwinds, and its post-earnings stock drop.

) Analyzing Uber, ride-sharing moats, and the limitations of using AI agents to book physical rides.

) Zillow's recent earnings, the strength of its rental business, and its position as an aggregator of demand.

) Exploring SoFi's product cross-selling, deposit growth, and the broader shift toward digital-first banking.

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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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Asymmetric Investing: https://www.youtube.com/@asymmetricinvesting

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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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