amit
@amitisinvesting • 649,744 subscribers
breaking down tech, business, & stocks $PLTR
Shorts
Videos
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.”
amit1,334,602 views • 1 month ago
NVIDIA AQCURIES HUGGING FACE FOR $12.9B. Jensen on the value of open source models: "I recommended that people use closed models as much as they can because they are developing rapidly. We use Claude, Codex, Perplexity, and Cursor at Nvidia. However, there are so many companies that have domain expertise, companies that have sovereignty reasons, they do their own research, those companies need to have control and ownership over their own intellectual proprietary. Open sourced models have become sufficiently good to allow companies to build their own AI."
amit120,930 views • 5 days ago
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:
amit3,019,138 views • 6 months ago
BESSENT DURING HIS IRAN PRESS CONFERENCE: - The U.S. will pursue a “zero leakage” strategy on Iran sanctions, targeting areas including digital assets, technology, gold, aviation, and shipping. - Any entity helping Iran launder money could be cut off from the U.S. dollar system including other countries. - Bessent warned that “no one is above the reach” of U.S. sanctions, including China-linked entities, as Trump presses world leaders to further isolate Iran economically. Unless the economic sanctions meaningfully get Iran to the table, it looks like this war is not ending anytime soon. The good thing is that it seems like military escalation is off the table, but sanctions now will be the new basis on how both sides deal with having this come to an end.
amit142,471 views • 15 days ago
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!
amit8,311,870 views • 2 years ago
Palantir CEO Alex Karp spent some time with me at the company's Institutional Sovereignty bootcamp and explained why Open Source AI is so important to the broader AI revolution: "Honestly, many of our partners are saying no ontology no love, it's similar to no glove no love. You need the application layer to make these models useful in the enterprise. We are aligning our incentives with companies to deliver them real outcomes. We want them to own their data. We don't want them to be taken advantage of. They feel like we actually care about them and their business which is why companies are having such a positive response to what we are doing."
amit313,127 views • 1 month ago
Sat down with Ryan Cohen, CEO of GameStop, to discuss his early starts in business, why he took a stake in GameStop 5 years ago, and why Ebay deserves a new home. Thank you to Ryan Cohen for taking the time! Timestamps: 00:00 - Intro 00:50 - Ryan's Beginnings in Business 05:50 - Why Pets? 12:20 - Why Enter into Gamestop 15:59 - Gamestop's Future 18:21 - Gamestop's Retail Community 23:10 - Collectibles TAM 26:09 - Why Ebay 30:45 - Ebay's response to the offer 36:20 - Ebay's Live Studio Play 38:00 - Agentic Commerce 41:08 - Rapid Fire
amit407,713 views • 1 month ago
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
amit2,365,198 views • 11 months ago
I know very little about Quantum. However, the $IONQ CEO saying that $NVDA GPUs will become irrelevant by 2027 is quite the claim. "The blackwell chip will look dated by 2027 and honestly that will wipe the floor with any other supercomputer that exists on earth." Either this is the greatest opportunity ever, given $IONQ would be gunning for Nvidia's marketshare which would mean their $20B marketcap would have a chance to reach many trillions...or someone is greatly exaggerating the truth and creating a false narrative.
amit1,351,622 views • 11 months ago