Episode Details

When companies or crypto go parabolic, force yourself to think: what does normal look like?  

(00:13) Tim Beyers and Dylan Lewis discuss:

- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase. 

- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation. 

(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models. 

Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META

Host: Dylan Lewis

Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo

Engineers: Dez Jones, Rick Engdahl

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