amit
@amitisinvesting • 529,115 subscribers
breaking down tech, business, & stocks $PLTR
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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
amit394,696 views • 11 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:
amit3,017,006 views • 4 months ago
$HOOD ROBINHOOD CEO VLAD TENEV: "We're very focused on making sure that everyone hears about Trump Accounts and encouraging people to tell their friends and loved ones that these accounts are there." Whether or not you support the Trump adminstration, if you care about capital markets, this policy is a SLAM DUNK. American youth do not care about markets or financial literacy and this is really a structural problem around incentives and education. Giving people a tiny piece of the greatest economy in the world and letting them see it grow is an INCREDIBLE way to get them to think more positively about markets and discover the life changing opportunities that exist within them. As a $HOOD shareholder...man. This is so, so bullish. The design of these Trump accounts were developed by Robinhood. The sleek feel and easy UI to interact with is all Robinhood. The accounts themselves on HOOD's platform will compound their AUM growth but more importantly, the fact that the US gov chose Robinhood to play such a big role here...this is not your average financial institution. They are on the cutting edge of everything happening in financial markets on a global scale and the fact that their brand is so intimately tied with America's youth getting a piece of the stock market at birth is just incredible...Vlad is on a mission. LFG.
amit168,873 views • 18 days ago
$PLTR One of the most important parts of the new Karp interview today: “I’ve been in business for a very long time. The reality is, critical infrastructure does not run these models without an application layer. That application layer is our ontology. There’s a reason for it. Some people love me and some people hate me. They’re not buying it because of that. They’re buying it because they have to be made safe. The “I’m gonna trust you because you’ve never lied” bs thing, that just doesn’t cut it at this level.” While you have self proclaimed experts trying to analyze Karp’s communication style for his arguments, it’s obvious to me how many of those experts are missing. the. point. If your best rebuttal is that you don’t like how someone said something vs answering what they said…well good luck in trying to make a compelling case for your side. Many of these “experts” don’t realize that Karp’s style of communication is AUTHENTIC to him and all of his attributes that got millions of individual people to invest in his passion for Palantir in the first place. His argument is that these models DO NOT WANT to help you or your enterprise, they want to sell tokens. They aren’t building trust. They are extracting every little bit of value with fake “forward deployed shops” when most companies have no idea what it means to engage in the art of forward deployed engineering because that would require CARING about your customers for months, many times years, WITHOUT getting paid but just focusing on providing outcomes. Karp is saying the truth and he’s backing that truth with 20 years of a company that has been solely focused on outcomes and has the growth to show how much customers also deeply, deeply care about those outcomes in a world of pure extraction from the frontier model companies. That’s the point and that’s what most of these people are completely missing…which is why Palantir keeps winning. They are making the case for what actually matters in the age of AI.
amit191,877 views • 23 days ago
$PLTR Sat down with Forward Deployed Architect at Palantir, Chad Wahlquist, for a discussion about where the world is when it comes to artificial intelligence and what role Palantir is playing in that world. We talked about why producing tokens for the sake of producing them doesn't create value, what partners actually want when it comes to AI, how AIP/Foundry/Apollo are pushing towards the next frontier, and what it takes to deliver meaningful results to an enterprise for them to be willing to adopt a new way of transforming their business operations. I also threw some dad jokes at him that I think he enjoyed. Thank you to Chad Wahlquist for taking the time!
amit97,819 views • 12 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!
amit7,973,876 views • 2 years ago
Jim Chanos is short the neoclouds. "It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either as rights or equipment leasing companies should never trade at higher multiples than the company that controls their supply." $CRWV $NBIS $IREN
amit293,847 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
amit2,365,029 views • 10 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.
amit1,289,167 views • 10 months ago
