amit

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breaking down tech, business, & stocks $PLTR

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SCOTT BESSENT: “If we measure uncertainty by the $VIX, I don’t want to make market calls but it seems that the VIX has spiked and likely peaked.” Bull. Freaking. Ish. I’m reading this as Bessent saying: “We’ll get tariff deals, we need some time, more progress is coming.”

SCOTT BESSENT: “If we measure uncertainty by the $VIX, I don’t want to make market calls but it seems that the VIX has spiked and likely peaked.” Bull. Freaking. Ish. I’m reading this as Bessent saying: “We’ll get tariff deals, we need some time, more progress is coming.”

643,132 Aufrufe

SAM ALTMAN LAST YEAR ON HIS OPENAI STAKE: “I make no money from OpenAI. I’m doing this because I love it.” Dude. Whenever someone says they aren’t “doing it for the money,” just realize…100% of the time…they are lying to you. Every single person on this planet is greedy beyond imagination. People can do things authentically and in a way that they believe truly is ethical but ANYONE who is doing something ambitious (and rightly so) has a plan to eventually make money. MONEY MAKES THE WORLD SPIN. There are ethical and unethical ways to make it, but every single person wants more of it. Sam Altman is now worth $10.5B, becoming the 250th richest person overnight, if his reported stake of 7% in OpenAI becomes actualized.

SAM ALTMAN LAST YEAR ON HIS OPENAI STAKE: “I make no money from OpenAI. I’m doing this because I love it.” Dude. Whenever someone says they aren’t “doing it for the money,” just realize…100% of the time…they are lying to you. Every single person on this planet is greedy beyond imagination. People can do things authentically and in a way that they believe truly is ethical but ANYONE who is doing something ambitious (and rightly so) has a plan to eventually make money. MONEY MAKES THE WORLD SPIN. There are ethical and unethical ways to make it, but every single person wants more of it. Sam Altman is now worth $10.5B, becoming the 250th richest person overnight, if his reported stake of 7% in OpenAI becomes actualized.

786,565 Aufrufe

My car can drive itself…. Tried FSD for the first time this week and all I can say is I need more $TSLA 🤣 Took my Dad in a 20minute FSD drive last night and he could not believe what he was seeing either. Really makes you wonder if humans will drive at all in 10 years…

My car can drive itself…. Tried FSD for the first time this week and all I can say is I need more $TSLA 🤣 Took my Dad in a 20minute FSD drive last night and he could not believe what he was seeing either. Really makes you wonder if humans will drive at all in 10 years…

136,363 Aufrufe

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$TSLA We just witnessed history folks.

$TSLA We just witnessed history folks.

1,388,881 Aufrufe • vor 14 Tagen

JENSEN RESPONDS TO CONCERNS AROUND NEOCLOUD FINANCING: "Everything else will get solved when demand is high. You can't solve the absence of demand. But when demand is high, everything else will get taken care of. I am quite confident that they will find solutions. Their solution starts with the fact that they have excellent customers. Demand is really high and they just need working capital, and working capital will come.” $NBIS $CRWV $IREN $CIFR $APLD

JENSEN RESPONDS TO CONCERNS AROUND NEOCLOUD FINANCING: "Everything else will get solved when demand is high. You can't solve the absence of demand. But when demand is high, everything else will get taken care of. I am quite confident that they will find solutions. Their solution starts with the fact that they have excellent customers. Demand is really high and they just need working capital, and working capital will come.” $NBIS $CRWV $IREN $CIFR $APLD

296,317 Aufrufe • vor 7 Tagen

$NBIS Nebius CEO Arkady Volozh at GTC Berlin: “Yes, the prices are still there, demand is still there. Actually, it’s the main thing which is happening on the market, demand is out there. There is a lot of problems we see. How to finance, how to build, how to finance the thing, where to get the chips."

$NBIS Nebius CEO Arkady Volozh at GTC Berlin: “Yes, the prices are still there, demand is still there. Actually, it’s the main thing which is happening on the market, demand is out there. There is a lot of problems we see. How to finance, how to build, how to finance the thing, where to get the chips."

179,136 Aufrufe • vor 9 Tagen

TRUMP: IF THE REPUBLICANS WIN THE HOUSE AND THE SENATE IN THE MIDTERMS, I WILL ISSUE A $5000 PAYMENT TO EVERY ADULT IN THE UNITED STATES.

TRUMP: IF THE REPUBLICANS WIN THE HOUSE AND THE SENATE IN THE MIDTERMS, I WILL ISSUE A $5000 PAYMENT TO EVERY ADULT IN THE UNITED STATES.

753,068 Aufrufe • vor 1 Monat

Spoke with Chris Camillo Chris Camillo on his Amazon $AMZN trade and what it took to continue having the conviction to hold and size up in the trade: “My account was down like 40% this month. I was getting margin call after margin call which is when I decided that this was enough and it was time to go all in. This was the single best trading day of my career.”

Spoke with Chris Camillo Chris Camillo on his Amazon $AMZN trade and what it took to continue having the conviction to hold and size up in the trade: “My account was down like 40% this month. I was getting margin call after margin call which is when I decided that this was enough and it was time to go all in. This was the single best trading day of my career.”

1,339,141 Aufrufe • vor 3 Monaten

$NVDA JENSEN ON IF AI REVENUES ARE ENOUGH TO JUSTIFY CAPEX: "Compute spend is only going higher. Nvidia has many different partners we work with. Honestly, we are putting too much emphasis with one or two companies. They will be great, but so will many others."

$NVDA JENSEN ON IF AI REVENUES ARE ENOUGH TO JUSTIFY CAPEX: "Compute spend is only going higher. Nvidia has many different partners we work with. Honestly, we are putting too much emphasis with one or two companies. They will be great, but so will many others."

161,314 Aufrufe • vor 14 Tagen

The past 30 minutes have been wild. US Energy Secretary Chris Wright posted that a US Ship had officially gone through the Strait of Hormuz. Markets loved it, oil tanked, the idea that war was coming to an end started to have some legitimacy. Then, he deleted the tweet, which got markets to think things aren't actually going well. Now, Karoline Levitt confirms that a US Ship has NOT gone through the Strait and oil is now pumping again:

The past 30 minutes have been wild. US Energy Secretary Chris Wright posted that a US Ship had officially gone through the Strait of Hormuz. Markets loved it, oil tanked, the idea that war was coming to an end started to have some legitimacy. Then, he deleted the tweet, which got markets to think things aren't actually going well. Now, Karoline Levitt confirms that a US Ship has NOT gone through the Strait and oil is now pumping again:

3,019,827 Aufrufe • vor 7 Monaten

$CRWV DA Davidson analyst Gil Luria Gil Luria on the Prof G Markets podcast speaking about CoreWeave: "This is like an individual investor taking a margin loan at 9% to buy treasuries at 5%. This is a destruction of value, this is the essence of CoreWeave, if things don't go well, they are going to get wiped out."

$CRWV DA Davidson analyst Gil Luria Gil Luria on the Prof G Markets podcast speaking about CoreWeave: "This is like an individual investor taking a margin loan at 9% to buy treasuries at 5%. This is a destruction of value, this is the essence of CoreWeave, if things don't go well, they are going to get wiped out."

153,903 Aufrufe • vor 15 Tagen

$NVDA JENSEN IS LIVE WITH THE CEOS OF GOLDMAN SACHS, BLACKROCK, BLACKSTONE KKR, BROOKFIELD, AND APOLLO TO EXPLAIN THIS NEW $500B DEAL: “Compute is becoming an asset class.”

$NVDA JENSEN IS LIVE WITH THE CEOS OF GOLDMAN SACHS, BLACKROCK, BLACKSTONE KKR, BROOKFIELD, AND APOLLO TO EXPLAIN THIS NEW $500B DEAL: “Compute is becoming an asset class.”

766,942 Aufrufe • vor 2 Monaten

TRUMP: WE WILL MAKE A DEAL WITH IRAN AFTER THE MIDTERMS

TRUMP: WE WILL MAKE A DEAL WITH IRAN AFTER THE MIDTERMS

334,363 Aufrufe • vor 1 Monat

Trump: “I’m rejecting their deal.”

Trump: “I’m rejecting their deal.”

293,594 Aufrufe • vor 1 Monat

I sat down with the CEO and CoFounder of Robinhood, Vlad Tenev, to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast, we discussed the early days of Robinhood and how the company grew, the economics behind Robinhood Gold's new 1% unlimited match on deposits, how Robinhood thinks of the credit market with their new 3% cash back card, international expansion, crypto, and more. This was one of the first long-form podcasts Vlad has sat down for in over 2 years, so was very grateful for him giving the time after one of the busiest weeks in history for the company following their Gold event. I hope you all enjoy and it helps give some more insights into what Robinhood is trying to build!

I sat down with the CEO and CoFounder of Robinhood, Vlad Tenev, to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast, we discussed the early days of Robinhood and how the company grew, the economics behind Robinhood Gold's new 1% unlimited match on deposits, how Robinhood thinks of the credit market with their new 3% cash back card, international expansion, crypto, and more. This was one of the first long-form podcasts Vlad has sat down for in over 2 years, so was very grateful for him giving the time after one of the busiest weeks in history for the company following their Gold event. I hope you all enjoy and it helps give some more insights into what Robinhood is trying to build!

8,599,230 Aufrufe • vor 2 Jahren

JENSEN: BUY QUALCOMM $QCOM STOCK

JENSEN: BUY QUALCOMM $QCOM STOCK

989,923 Aufrufe • vor 4 Monaten

MARK ZUCKERBERG: “We are going to spend aggressively. Even if we lose a couple hundred billion, it would suck, but it’s better than being behind the race for super intelligence.” To even hear Zucks say this…it shows how important they believe the opportunity is. Cap-ex is not slowing down. $META $NVDA

MARK ZUCKERBERG: “We are going to spend aggressively. Even if we lose a couple hundred billion, it would suck, but it’s better than being behind the race for super intelligence.” To even hear Zucks say this…it shows how important they believe the opportunity is. Cap-ex is not slowing down. $META $NVDA

2,365,473 Aufrufe • vor 1 Jahr

Josh Brown: "These AI companies grew up learning from Jeff Bezos. They do not care about profits right now, they care about marketshare. Quite frankly, that's what they should care about, especially if it's a winner take all market." What do people think? Do we focus too much on profits for the AI names that will eventually make money after capturing the market or does the size and scale of this buildout with commoditized business models mean that the lack of profitability is actually the signal to go the opposite of a typical high growth playbook?

Josh Brown: "These AI companies grew up learning from Jeff Bezos. They do not care about profits right now, they care about marketshare. Quite frankly, that's what they should care about, especially if it's a winner take all market." What do people think? Do we focus too much on profits for the AI names that will eventually make money after capturing the market or does the size and scale of this buildout with commoditized business models mean that the lack of profitability is actually the signal to go the opposite of a typical high growth playbook?

133,646 Aufrufe • vor 24 Tagen

Gavin Baker: “I have been told by people I trust internally that Dario believes there could be a world where there are only governments and one private company, which would be Anthropic.”

Gavin Baker: “I have been told by people I trust internally that Dario believes there could be a world where there are only governments and one private company, which would be Anthropic.”

373,441 Aufrufe • vor 2 Monaten

PETE HEGSETH: "We will be hitting Iran hard tonight, they have had their time to negotiate and these attacks are not a restart to the war but to set the terms for the deal."

PETE HEGSETH: "We will be hitting Iran hard tonight, they have had their time to negotiate and these attacks are not a restart to the war but to set the terms for the deal."

679,631 Aufrufe • vor 4 Monaten

TRUMP JUST NOW ON AIRFORCE ONE ABOUT CHINA: "I think we'll get along just fine. I have a great relationship with China. Xi had a bad moment. I'm not even saying he's wrong. But again, because of the tariffs, it's much tougher for them.

TRUMP JUST NOW ON AIRFORCE ONE ABOUT CHINA: "I think we'll get along just fine. I have a great relationship with China. Xi had a bad moment. I'm not even saying he's wrong. But again, because of the tariffs, it's much tougher for them.

1,674,172 Aufrufe • vor 1 Jahr

TRUMP: - THE ATTACK WE WERE PLANNING ON IRAN WOULD HAVE BEEN THE LARGEST SINCE WW2 - WE DECIDED NOT TO ATTACK SINCE THEY WANT TO MAKE A DEAL - I THINK A DEAL COULD BE IMMINENT

TRUMP: - THE ATTACK WE WERE PLANNING ON IRAN WOULD HAVE BEEN THE LARGEST SINCE WW2 - WE DECIDED NOT TO ATTACK SINCE THEY WANT TO MAKE A DEAL - I THINK A DEAL COULD BE IMMINENT

379,427 Aufrufe • vor 2 Monaten

$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies? SpaceX and OpenAI. Oh. My. Hoodness.

$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies? SpaceX and OpenAI. Oh. My. Hoodness.

2,058,771 Aufrufe • vor 1 Jahr