Beat-Up
Recurring guest segment contributor who analyzes oversold stocks using a four-step checklist to determine if market moves are overreactions or opportunities.
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Feb 11, 2026 • 32min
Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished
Mr Beat-Up, a recurring contrarian who uses a four-step checklist to judge oversold stocks, returns to dissect Xero’s 60% plunge. The hosts unpack the $660B AI spending surge. They also probe why Reddit can beat forecasts yet still get sold off. Short, punchy takes on AI agents, SaaS moats and whether Xero is an overreaction or warning sign.
