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 次观看

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.

786,453 次观看

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 次观看

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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.”

1,334,602 次观看 • 1 个月前

$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.”

765,328 次观看 • 29 天前

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."

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."

120,930 次观看 • 5 天前

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.”

372,714 次观看 • 25 天前

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:

3,019,138 次观看 • 6 个月前

TRUMP: LET THE RATES GO DOWN, OUR GDP WOULD BE 10 TIMES BIGGER

TRUMP: LET THE RATES GO DOWN, OUR GDP WOULD BE 10 TIMES BIGGER

248,543 次观看 • 20 天前

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

379,211 次观看 • 1 个月前

JENSEN: BUY QUALCOMM $QCOM STOCK

JENSEN: BUY QUALCOMM $QCOM STOCK

985,305 次观看 • 3 个月前

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.

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.

142,471 次观看 • 15 天前

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!

8,311,870 次观看 • 2 年前

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."

679,461 次观看 • 3 个月前

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."

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."

313,127 次观看 • 1 个月前

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

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

407,713 次观看 • 1 个月前

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

2,365,198 次观看 • 11 个月前

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.

1,673,789 次观看 • 11 个月前

TRUMP: "Iran wants to meet. I just got a call as I was coming here. They always want to meet and make a deal. I can tell you they want to make a deal. If you're not doing it like I'm doing it, you're never going to make a deal with them."

TRUMP: "Iran wants to meet. I just got a call as I was coming here. They always want to meet and make a deal. I can tell you they want to make a deal. If you're not doing it like I'm doing it, you're never going to make a deal with them."

267,612 次观看 • 1 个月前

Worth listening to Mariana Atencio, native Venezuelan journalist, on what the people in Venezuela actually wanted when it came to Maduro.

Worth listening to Mariana Atencio, native Venezuelan journalist, on what the people in Venezuela actually wanted when it came to Maduro.

1,204,610 次观看 • 8 个月前

$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.

2,055,252 次观看 • 1 年前

TRUMP JUST NOW: - Stocks were up 88% in my first term, they will be up more now that I get to do what I want with tariffs - Countries are calling me and “kissing my ass” - Congress wants to take away my power to negotiate on tariffs but Congress sucks at negotiating

TRUMP JUST NOW: - Stocks were up 88% in my first term, they will be up more now that I get to do what I want with tariffs - Countries are calling me and “kissing my ass” - Congress wants to take away my power to negotiate on tariffs but Congress sucks at negotiating

2,295,537 次观看 • 1 年前

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.

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.

1,351,622 次观看 • 11 个月前