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The US-China relationship has been a major focus, with Trump and others making comments that have alternately escalated and de-escalated tensions, affecting market sentiment. Bank earnings have been strong, with several major banks beating estimates, which could help boost market confidence. Despite some volatility, investors are still buying into tech and AI-related stocks, with companies like $NVDA, $PLTR, and $AMZN seeing significant interest.
Social category influence stocks #287 finance #319 technology brands #2097 countries #601 cryptocurrencies #44 automotive brands #533 celebrities XXXX% exchanges #46 social networks XXXX% events XXXX%
Social topic influence $nvda #10, $hood #20, china #35, nvda #203, $pltr #1, $eth #12, over the #292, tariffs #198, $bmnr #78, palantir #4
Top accounts mentioned or mentioned by @dividendstreams @mikelongterm @samsolid57 @gabgrowth @krossroads @deitaone @chadwahl @elonmusk @krispatel99 @stockmktnewz @arnytrezzi @futurenvesting @saynototrading @gurgavin @oshuahill @elianoayounes @farzyness @clearank @datadinvesting @saylor
Top assets mentioned NVIDIA Corp. (NVDA) Robinhood Markets, Inc. (HOOD) Palantir (PLTR) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Grab Holdings Limited Class A Ordinary Shares (GRAB) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) RAI Finance (SOFI) Bitcoin (BTC) Metadium (META) Rocket Lab USA, Inc. Common Stock (RKLB) Amkor Technology Inc (AMKR) Alphabet Inc Class A (GOOGL) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) JPMorgan Chase (JPM) SPX6900 (SPX) Mario Coin (COIN) Quantum Computing Inc. Common (QUBT) Rigetti Computing, Inc. Common Stock (RGTI) SPDR S&P XXX ETF Trust (SPY) Apple, Inc. (AAPL) Super Micro Computer, Inc. Common Stock (SMCI) IREN Limited (IREN) Open Custody Protocol (OPEN) Bank of America (BAC) GammaSwap (GS) Alibaba Group (BABA) Simplify Macro Strategy ETF (FIG) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitfarms Ltd. (BITF) SoundHound AI, Inc. Class A Common Stock (SOUN) Ethereum Name Service (ENS) Strategy (MSTR) Meta Platforms, Inc. (META)
Top posts by engagements in the last XX hours
"$NVDA BREAKING: The United States has approved several billion dollars worth of Nvidias chip exports to the United Arab Emirates as per Bloomberg. Nvidia is hitting all time highs overnight"
X Link @amitisinvesting 2025-10-09T03:54Z 271.4K followers, 380K engagements
"@AngelRealm7 @Efelix1985 good point about the shutdown"
X Link @amitisinvesting 2025-10-16T18:50Z 271.4K followers, XXX engagements
"im just curious what the AI bears have to say about the AMD/OpenAI deal genuinely what is their response to the amount of demand we are seeing for compute every single hyperscaler knows if they control compute they can control the path to intelligence how do you fade that"
X Link @amitisinvesting 2025-10-06T15:17Z 271.1K followers, 150.7K engagements
"so i think the market kinda reversed today based on the jobs number being bad enough for the market to actually be scared which to meis not the best reason heres why: unless the labor market shows such significant weakness that corporate earnings dump then its largely irrelevant meaning we can have labor market weakness (which is why Powell wants to cut) but it cant be an absolute deterioration of the labor market that would be when the economy gets hit aka earnings get hit i dont see that happeningwe need way more data to say thats going on in the labor market so why the selloff today i"
X Link @amitisinvesting 2025-09-05T16:49Z 270.4K followers, 210.7K engagements
"@AdityaInvests90 wall street is the greatest show on earth π"
X Link @amitisinvesting 2025-10-14T20:40Z 271.4K followers, 15.3K engagements
"$KRE This might be the culprit of todays pain folks Credit issues in the regional banks not the big banks causing some concerns and that might be the reason its bleeding into everything else. Now the big banks including $JPM and $C quite literally said on their calls that delinquencies were actually coming in lower than expected. Maybe thats not the same in the regionals which are smaller banks that cater to different demographics. Regionals down 8-10% across the board todaya credit issue is not something to take lightly but not sure if there is enough data to suggest a meaningful enough"
X Link @amitisinvesting 2025-10-16T18:48Z 271.4K followers, 280.8K engagements
"$FIG FIGMA $XX OPEN +185% AND ALREADY HALTED MADNESS"
X Link @amitisinvesting 2025-07-31T18:00Z 271.4K followers, 348.4K engagements
"Q3 HAS OFFICIALLY COME TO AN END FOR THE STOCK MARKET: $SPX + XXXX% $QQQ +8.71% $IWM +10.5% $PLTR +39.4% $HOOD +55.43% $NVDA +21.57% $NBIS +111.32% $TSLA +48.24% $GRAB +21.91% $GOOGL +38.86% $SOFI +52.94% $META +2.23% $BTC +8.57% $ETH +70.83% $RKLB +38.24%"
X Link @amitisinvesting 2025-09-30T21:02Z 271.3K followers, 232.4K engagements
"SOLD $BITF $XXX 2026 Calls Bought .65 Sold .95 +46% gain"
X Link @amitisinvesting 2023-12-01T15:22Z 269.8K followers, 5594 engagements
"TRUMP: - Groceries are down energy is down electricity is way down - I think we have a deal for beef beef prices should come down if we get beef to come down can China buy our beef if they won't buy our soybeans π"
X Link @amitisinvesting 2025-10-16T21:09Z 271.4K followers, 896.5K engagements
"$NVDA TODAY IS A DAY TO REVISIT ONE OF MY FAVORITE OPTION STRATEGIES IN THE STOCK MARKET. Anyone can do this it is not too advanced and it is one of the ways to benefit from an underlying equity if it stays flat/goes down. Will be putting a long explanation below so feel free to bookmark & read later but Ill be going through an actual example that you see in the screenshot below. Lets get into it. To sell a covered call you need to own XXX shares of a stock. XXX shares = X option contract. You probably hear about people blowing up their accounts on reddit in options all the time. Those are"
X Link @amitisinvesting 2025-08-19T17:11Z 271.4K followers, 589.9K engagements
"$HOOD ROBINHOOD THESIS Im gonna be up late tonight finishing work. I will add to this thread every hour or so with some DD. I have really been studying Robinhood a bit obsessively over the past few weeks and although I dont know where the stock will go this valuation seems like theres alpha to be had. Will update the thread throughout the night but for now my first element of DD wrapped up in one sentence: Dont bet against immigrant founders who started their companies from just an idea and brought it to the public markets Vlad is building something special"
X Link @amitisinvesting 2023-12-05T04:18Z 271.3K followers, 460.3K engagements
"Very sophisticated analysis here on the question that everyone continues to ask Is Artificial Intelligence a bubble Steve does a really good job breaking down the historical comparisons between now & the dotcom bubble while showing the numbers on how AI is being financed today Would highly recommend following @DividendStreams. After reading this do you think AI is a bubble Personally I do not think its a bubble for the simple reason that the most important companies in AI are not trading at astronomical multiples. However I think that if so many people keep asking then it proves there is a"
X Link @amitisinvesting 2025-09-28T23:08Z 271.3K followers, 1.3M engagements
"@JPATrades it's one of the only platforms that's for the people and webull/fidelity/ibkr had similar issues today but yes lets get into a conspiracy around how hood wants to screw all their customers and hurt their own company because it takes a ton of intelligence to go down that route"
X Link @amitisinvesting 2025-10-06T22:50Z 270.8K followers, 31.1K engagements
"turn off the sound $soun"
X Link @amitisinvesting 2024-02-29T21:21Z 269.7K followers, 11.8K engagements
"WHY $FIG FIGMA IS ONE OF THE DIRTIEST GAMES WALL STREET PLAYED ALL YEAR: Lets dive in. Figma sold 36M shares to the public at $33/share raising $1.2B. 24M shares came from investors 12M came from insiders. Big banks usually underwrite an IPO. Underwriting is a fancy way of saying that Goldman JPMorgan etc. analyze the business and try to figure out what its worth. They all told Figma that the business is worth $33/sharebut then the banks took those 36M shares after giving Figma the $1.2B and then priced them at $XXX a share. Wall Street made about $2B on the difference between $XXX and $33"
X Link @amitisinvesting 2025-08-01T07:12Z 271.4K followers, 315.9K engagements
"@InvestingVisual Cant disagree that it is confusing where all the money is coming from OpenAI says they are just preparing for all the demand so that demand should materialize into pretty incredible growth if it plays out"
X Link @amitisinvesting 2025-10-13T18:20Z 270.3K followers, 6311 engagements
"if you are awake dont look at your portfolio"
X Link @amitisinvesting 2025-10-17T06:46Z 271.4K followers, 255.1K engagements
"BESSENT THIS MORNING: - US-CHINA RELATIONSHIP IS GOOD - XXX% TARIFFS DOESN'T HAVE TO HAPPEN - WE'LL SEE IF CHINA WANTS TO BE A RELIABLE SUPPLIER FOR RARE EARTHS so now we have JD Vance Bessent and Trump all de-escalating the situation within the past XX hours"
X Link @amitisinvesting 2025-10-13T12:30Z 271.4K followers, 207.7K engagements
"@stocktalkweekly it allowed me to pick up $AMKR at $XXXXX so well see what they allow me to pick up $ENS at π legit trolling us every time"
X Link @amitisinvesting 2025-10-15T17:27Z 271.4K followers, 13.8K engagements
"$BTC ATH $126K OH MY she just hit $125K on Sunday. X out of the last XX Octobers have been green for Bitcoin very strong for the crypto derivatives $HOOD $COIN $MSTR"
X Link @amitisinvesting 2025-10-06T19:02Z 270.9K followers, 73.2K engagements
"So Mark Rober a famous tech YouTuber made a video about Teslas self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies a LIDAR company and their stock is up XX% gaining around $35M in market cap. If they paid him $2M to do the video they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest Why do these famous YouTubers constantly sell out their audience for money Does anyone not value their brand anymore Absolutely ridiculous if $TSLA is down X% today because of this video"
X Link @amitisinvesting 2025-03-17T16:02Z 271.1K followers, 1.3M engagements
"HOWARD MARKS THIS MORNING: - I don't see mania in the market right now. - S&P is expensive but the quality of companies are much better. - I'd struggle to call the market a bubble right now. some bullish statements by one of the biggest value investors out there"
X Link @amitisinvesting 2025-10-13T15:46Z 271.4K followers, 454.9K engagements
"cant really be phased on $BMNR up X% or down X% in a day $ETH hasnt even broke $5K yet so the volatility is going to be massive but thats also to the point of owning it too much fear on X% down and you panic sell too much fomo on X% up and you buy only to miss a better entry the way to play this one to me is buy on aggressive dips sell far OTM calls to generate premiums and then DCA can let higher cost shares get called away if you average up and keep a core position but after reading through the Genius Act its hard to not have some exposure to $ETH over the next X years"
X Link @amitisinvesting 2025-09-16T16:23Z 269.9K followers, 193.6K engagements
"$TSLA TESLA DELIVERIES MASSIVE BEAT +497K VS +443K EXPECTED ENERGY DEPLOYMENT LARGEST EVER AT 12.5GWh absolutely incredible numbers"
X Link @amitisinvesting 2025-10-02T13:06Z 271.4K followers, 164.1K engagements
"oh my bullish $PLTR $XXX $HOOD $XXX $NVDA XXX $SOFI $XX $RKLB $XX one of those days where you are happy to be invested in one of the most incredible markets weve seen nervous excited selling buying more how are you managing it"
X Link @amitisinvesting 2025-07-17T17:04Z 271.3K followers, 364.9K engagements
"@joecarlsonshow Joseph I love your work and I respect your $COST investment but we know that company does not deserve a higher P/E than Nvidia π regardless longs have no reason to sell which is why it continues to get the premium for everything you said"
X Link @amitisinvesting 2025-08-27T23:59Z 269.9K followers, 22.5K engagements
"JEROME POWELL: - Job creation has dropped sharply possibly due to tariffs. - Were in a low-hire low-fire economy. - People will need new skills in the labor market. - The stock market is fairly highly valued. Powell continues to be concerned about the labor market"
X Link @amitisinvesting 2025-09-23T17:15Z 271.2K followers, 283.1K engagements
"$ETH $BMNR shes moving π stablecoin marketcap = $300B ethereum share of that = $162B"
X Link @amitisinvesting 2025-10-06T17:20Z 271.2K followers, 86.1K engagements
"last time $AMZN was even close to these levels was early August maybe getting some legs under it entered at $XXX looking for $XXX by end of year assuming 1.) AWS accelerates 2.) tariffs dont hurt operating margins 3.) catches up with other Mag X also.its freaking amazon"
X Link @amitisinvesting 2025-10-08T18:23Z 271.4K followers, 372.1K engagements
"@BourbonCap Thesis is becoming hydropower needed for energy needs because of datacenters now Got an upgrade last week"
X Link @amitisinvesting 2025-10-08T16:11Z 271.1K followers, 9503 engagements
"OPENAI ANNOUNCMENTS TODAY: - 4M developers have built on their API in 2025 - 6B token per minute have been processed via their API - 800M weekly active users this number was 700M a month ago yeah this isn't stopping folks no wonder they need more compute. OpenAI is on a XXXX quadrillion token annual run rate LOL xAI and Gemini are going to be there as well.the world needs more compute"
X Link @amitisinvesting 2025-10-06T19:02Z 271.4K followers, 191.4K engagements
"$HOOD S&P XXX inclusion announcement after the bell today π₯Ά Three scenarios: X. Robinhood gets in would be incredible. X. Robinhood gets snubbed again wouldnt be a surprise but would be disappointing. X. The S&P doesnt do any rebalance like June and there are zero changes. Given they already selected $XYZ and $IBKR two financials it may be hard for them to pick another one. However $HOOD & $APP are the most deserving companies in my opinion that deserve to get in. Both pushing a $100B+ marketcap growing XX% and showcasing exceptional execution that is absolutely top XXX in the country."
X Link @amitisinvesting 2025-09-05T19:39Z 271.4K followers, 202.4K engagements
"@Zynchronic1ty I think he has a genuine point it seems like China ramped up their rare earth export controls and thats what made Trump respond on Friday"
X Link @amitisinvesting 2025-10-14T16:03Z 271.1K followers, 4113 engagements
"$HOOD Robinhood CEO Vlad Tenev: We wanted to be the first to tokenize shares of OpenAI and SpaceX. I dont know if theres a Guinness Book of World Records for that but there should be. This guy just wants to win. You are investing in a CEO who plays. to. win"
X Link @amitisinvesting 2025-10-03T01:58Z 271.4K followers, 379.4K engagements
"@AustinH26415112 cant fade Donny Ts kids π"
X Link @amitisinvesting 2025-10-12T15:30Z 269.7K followers, 2395 engagements
"@EricTrump okay"
X Link @amitisinvesting 2025-09-26T22:12Z 271.4K followers, 47K engagements
"The future is coming folks. Billions of humanoids will walk the planet one day & Figure could help us enter into that new world. This would end up creating an entirely NEW S-curve & industry forNvidia. Grateful to be an investor & congrats on Figure XX @adcock_brett π"
X Link @amitisinvesting 2025-10-09T15:27Z 271.4K followers, 242.5K engagements
"@DeItaone send $NVDA to the literal moon"
X Link @amitisinvesting 2025-10-14T18:37Z 271.4K followers, 26.6K engagements
"I see many people chasing that name along with other $BTC miners up 7x has such a margin of safety but buying at $XX feels harder to imagine i bought at $XXXXX and thought I was late π maybe a deal announced for them changes everything to the upside but you could imagine the stock is exhausted"
X Link @amitisinvesting 2025-10-16T18:30Z 271.4K followers, 14.3K engagements
"If your portfolio is at all allocated to quantum computing you are having a fun day. $QUBT $RGTI $IONQ $QBTS Yes the valuations are aggressive but it seems like investors are looking past that for the potential of quantum stocks. Most of these names were down 50-70% in March when Jensen Huang said that quantum was more than a decade away. Martin Skhreli publicly known for shorting quantum stocks believes they will be down 90-95% and are "one of the best bubbles ever.""
X Link @amitisinvesting 2025-05-22T19:24Z 271.4K followers, 159.5K engagements
"@BrettKrieger12 this is the content we need post trump china tweets"
X Link @amitisinvesting 2025-10-11T13:56Z 269.7K followers, 20.9K engagements
"stocks keep trying but keep getting rejected don't see the reason for this X% drawdown other than china tensions still creating uncertainty and general October volatility we have gone into extreme fear though"
X Link @amitisinvesting 2025-10-16T18:28Z 271.4K followers, 219.2K engagements
"@rhinotjj @stocktalkweekly am thinking about $AMKR yes will post if I do"
X Link @amitisinvesting 2025-10-08T19:43Z 271K followers, 1104 engagements
"takeaways from yesterday: - it was healthy to see a -X% day on $SPY really needed to have some type of pullback after X months - crypto liquidations were bigger than FTX and Covid signaling to me that perps contracts leverage and sheer number of new crypto participants is greater than ever before - october is historically the most volatile month of the year so $VIX spiking is normal in this month - trump looks like he is using the April strategy to gain leverage on China his comments afterhours were similar to what he did months ago indicating this might not be as serious are markets are"
X Link @amitisinvesting 2025-10-11T14:46Z 271.4K followers, 347K engagements
"HOLY CRAP SPACEX GETS THE $350B VALUATION From Bloomberg: SpaceX and its investors have agreed to purchase as much as $1.25B of the companys common shares at $XXX apiece in a transaction valuing Elon Musks rocket and satellite maker at about $XXX billion. Are we looking at a $500B+ IPO SpaceX almost went bankrupt XX years ago"
X Link @amitisinvesting 2024-12-10T23:47Z 271.3K followers, 132.9K engagements
"Two major updates for Bitmine $BMNR: X. The company now has 2416054 Ethereum at $4497 per $ETH reaching X% of the X% goal they are aiming for. They are the 24th most traded stock daily and now have a total of $11.4B between cash ETH and investments. X. BitMine announced a securities purchase agreement to sell 5.2M shares of common stock at $XXXXX per sharea XX% premium to Fridays closing priceand warrants to purchase up to 10.4M shares at $XXXXX each expecting to raise approximately $365M from the stock offering and potentially up to $1.28B including warrant exercises. Tom Lee: "In our view"
X Link @amitisinvesting 2025-09-22T11:44Z 271.4K followers, 543.4K engagements
"$GRAB I know shes been silent but maybe she is waking up hit $XXXX last month before dumping to $XXXX on one of their best earnings ever gave people a chance to get back in now trying to make a run for $X still trading XX% cash and in a lower rate environment might be hard for the street to ignore 25-30% growth my personal position: outside of shares if $GRAB hits $XXXX by Jan 2027 next year my spreads (call debit $7.5/$10) will make around $90K if $GRAB hits $XX by Jan 2027 next year my spreads will make $540K π if below $XXXX I make a nice fat $X i think fair value right now is closer to"
X Link @amitisinvesting 2025-09-11T21:37Z 271.4K followers, 201.9K engagements
"TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - X OR X WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China"
X Link @amitisinvesting 2025-10-15T20:42Z 271.4K followers, 246.1K engagements
"$NVDA Cantor not only upgraded $NVDA from $XXX to $XXX today they had a message to everyone after hosting Jensen and executives in NYC: This is not a bubble and we are still early in the investment cycle. Put simply Jensen and the team are as focused and competitive as ever and they are playing to win. We do not see a scenario where NVDA fails to secure at least XX% of the AI accelerator market over time. They also see $X of EPS next year and $XX of EPS in 2027 both of these estimates being XX% higher than the street consensus. Put a 27x P/E on $XX in 2027 $300"
X Link @amitisinvesting 2025-10-09T15:26Z 271.4K followers, 286.4K engagements
"JEROME POWELL JUST NOW: - The data is showing that the economy is largely where it was in September. - The data before the shutdown suggests growth may be better than expected. - Labor market weakness justified the September rate cut. basically Powell is saying growth is decent and labor market is weak so rate cuts continue to be the path forward"
X Link @amitisinvesting 2025-10-14T16:28Z 271.4K followers, 631.5K engagements
"so this feels a bit more bullish than not basically the tone you get from Chinas statement here is one of de-escalation they claim that the stated rare earth export controls are not a ban and will have limited impact they even are urging Trump to not start with the tariff drama again if Fridays statement from Trump really was just a way to negotiate and scare China into making a better deal this update from Chinas Foreign Ministry feels as if they are much more likely to negotiate vs have some hard line stance trumps posts made it seem like China was almost isolating themselves from the"
X Link @amitisinvesting 2025-10-12T14:16Z 271.4K followers, 281K engagements
"$NVDA $4.7T WHAT A TIME TO BE ALIVE"
X Link @amitisinvesting 2025-10-09T13:54Z 271.4K followers, 178.1K engagements
"CHAMATH ANNOUNCES HIS SPAC RETURN WITH $AEXA: Some details he announced today: - A SPAC has been successfully priced without warrants with the sponsors compensation entirely tied to stock price appreciation. - AEXA was more than 5x oversubscribed with $1.4B in demand resulting in an upsizing to $345M. - The gap between private and public markets has widened with over XXX U.S. private companies valued above $1B compared to XXX in 2017 complicating liquidity for employees paper wealth and reinvestment for early investors. So seems like there is pretty strong demand for the SPAC Chamath thinks"
X Link @amitisinvesting 2025-09-29T22:20Z 271.3K followers, 164.1K engagements
"$NVDA BREAKING: NVIDIA IS INVESTING $100B INTO OPENAI & PROVIDING 10GW OF COMPUTING CAPACITY. Jensen: This is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT. Oh. My. Goodness"
X Link @amitisinvesting 2025-09-22T16:12Z 271.3K followers, 725.1K engagements
"$GRAB Grab making a run for 52-week highs again - CEO did an interview with the WSJ for the first time in years embracing media is bullish - Securing deals with OpenAI/AliPay/Groq and expanding their AI offerings - New business line for SaaS based enterprise services in Mongolia introduced last week - Will hit $1B in loan book volume by EOY I am not as bearish as some on their loans because their data advantage helps them give good loans - Should see acceleration to 30-40% growth topline in 2026 - Still has $7.4B in CASH - Lower rates will be a tailwind on the premium for their growth will"
X Link @amitisinvesting 2025-10-06T22:12Z 271.4K followers, 287.5K engagements
"$NVDA NVIDIA GETS A STREET HIGH PT OF $XXX FROM HSBC. Last week Nvidia got a target of $XXX from Cantor. Today HSBC upgrades them on a whopping XX% revenue beat against consensus estimates for 2027: "We upgrade Nvidia to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations leading to an upward revision in our FY27e datacenter revenue to $351B which remains XX% above consensus forecast of $258B." If Nvidia gets to $XX of EPS by 2027 and $351B of Revenues they'd be trading at 27x FWD earnings and 21x FWD P/S both cheaper than where the"
X Link @amitisinvesting 2025-10-15T12:42Z 271.4K followers, 159.8K engagements
"TOP XX STOCKS TRADED IN THE OPTION MARKETS TODAY: X. Nvidia $NVDA 3.4M contracts X. Tesla $TSLA 2M contracts X. Apple $AAPL 995K contracts X. AMD $AMD 877K contracts X. Super Micro Computer $SMCI 832K contracts X. Coinbase $COIN 807K contracts X. Amazon $AMZN 787K contracts X. Palantir $PLTR 733K contracts X. Meta Platforms $META 615K contracts XX. Core Scientific $CORZ 577K contracts XX. Micron Technology $MU 555K contracts XX. QuantumScape $QS 471K contracts XX. Circle Internet Group $CRCL 463K contracts XX. SoFi $SOFI 415K contracts XX. Nike $NKE 404K contracts XX. CoreWeave $CRWV 364K"
X Link @amitisinvesting 2025-06-27T00:01Z 271.3K followers, 170.6K engagements
"really appreciate everyone who subscribed to the substack π the first X deep dives will be launching tomorrow i published a short 5-min read yesterday on my process for analyzing companies this process will evolve over time but its a overview to how I think about making an investment and mistakes/lessons learned from the past excited to get into long form writing im much more of a yapper as I have talked about markets for 7hrs a day for the past X years but it is really nice to just sit down and type out an entire thesis hoping my ability to analyze companies grows over time and people find"
X Link @amitisinvesting 2025-10-16T21:58Z 271.4K followers, 107.3K engagements
"TRUMP: - THINKING OF INCREASING TARIFFS ON CHINA - CHINA IS BEING VERY HOSTILE TO US AND OTHER COUNTRIES ON RARE EARTH MINERALS - IVE CANCELED MY MEETING WITH XI FOR NEXT WEEK welp markets dont love that"
X Link @amitisinvesting 2025-10-10T15:08Z 271.4K followers, 299.4K engagements
"@MikeLongTerm He is long $GRAB π If he added again in Q3 would be incredible to see him continuing to double down on the position"
X Link @amitisinvesting 2025-10-13T16:26Z 271.4K followers, 10.9K engagements
"@Kross_Roads Bullish for $SOFI"
X Link @amitisinvesting 2025-10-14T15:27Z 271.4K followers, 11.4K engagements
"FUTURES Moodys bringing markets down by about X% $SPX $QQQ $IWM"
X Link @amitisinvesting 2025-05-18T22:32Z 270.9K followers, 382.3K engagements
"$HOOD ROBINHOOD ANNOUNCES A NEW SOCIAL FEED: - Verify customer trades to show entry and exit points - Discuss & follow trades - View verified daily P&Ls from users - Follow public trades of insiders funds & politicians Robinhood is bring social to the stock market"
X Link @amitisinvesting 2025-09-10T01:34Z 271.3K followers, 540.6K engagements
"so i guess the question now is do you sell the rip or buy into strength or hold strong what are we thinking my X cents: - dont fight the fed - rate cuts are bullish - earnings continue to be strong - tariffs not a major concern sofeels like a hold/buy into strength"
X Link @amitisinvesting 2025-09-18T18:00Z 271.4K followers, 235.6K engagements
"Brad Gerstner: I believe Nvidia will be the worlds first $10T company. Jensen Huang: People misunderstand what we do. We build chips but Nvidia is really an AI infrastructure company"
X Link @amitisinvesting 2025-09-26T12:10Z 270.7K followers, 340.8K engagements
"@OshuaHill it would be a bit healthy to see names not go up X% everyday on literally nothing"
X Link @amitisinvesting 2025-10-16T16:05Z 271.4K followers, 29.5K engagements
"from $X to $177"
X Link @amitisinvesting 2025-08-06T14:35Z 270.3K followers, 646.1K engagements
"Full list for the new $MEME ETF: They also include: $BMNR $OKLO $JOBY $QBTS $SMR $SOUN $IREN what do you think the thesis of the fund is to give people access to retail names looks like they just compiled heavy fintwit discussed tickers and threw them in there"
X Link @amitisinvesting 2025-10-08T15:45Z 271.4K followers, 509.2K engagements
"what a friday $HOOD ATH $NBIS ATH $RKLB ATH $ASTS ATH $IREN ATH all of these are heavy names that were researched by retail over the past X years when people say this is toppy i think they are really discounting how much work went into understanding these companies aggressive multiples yes but this is NOT a stock market rewarding bad growth any of these names stop growing they get hammered they have continued to execute continued to persist continued to innovate and as a result they continue to change the lives of so many individual investors"
X Link @amitisinvesting 2025-10-03T17:04Z 271.3K followers, 196K engagements
"very hard for people to deal with thatleverage wipes you out only for the market to not care the next day just have to be so careful when you are levered 50-100x because one bad move and the trade is done but when you just invest vs lever long one bad day and it really doesnt matter"
X Link @amitisinvesting 2025-10-12T15:14Z 271.4K followers, 25.8K engagements
"$GOOGL Google crushes Q2. Revenues $96.4B vs $94B expected β
EPS $XXXX vs $XXXX expected β
YouTube $9.8B vs $9.5B expected β
Search which was the most IMPORTANT metric and had the most BEARISH narrative associated grew XXXX% vs X% expected. Gemini 450M MAU up from 400M. Stock is not moving much because it ran heavy into the print but for longs Google is shifting their AI narrative and I would not be surprised if the street gets to digest this print and gets excited for their future"
X Link @amitisinvesting 2025-07-23T20:37Z 271.4K followers, 172.5K engagements
"$TSLA DOWN XX% ON THE DAY THESE MEN SPENT HUNDREDS OF HOURS TOGETHER AT MARALAGO & CAMPAIGN RALLIES ELON WAS SEEN AS AN UNCLE TO TRUMPS GRANDKIDS Heres what Im most interested in There are MANY high profile people who supported both Elon/Trump aggressively. They were so happy about them being togetherwhat do they do now Who do they support Let me make my position clear: Elon is ABSOLUTELY correct. This bill is insanity & we cannot afford to keep spending like this. But Trump wants a big winhe also doesnt care that Elon basically funded his entire campaign So who do people side with if they"
X Link @amitisinvesting 2025-06-05T18:33Z 271.4K followers, 175.1K engagements
"$GRAB BREAKING: Grab is launching their GrabMaps technology in Mongolia the first country outside of Southeast Asia for Grab to launch maps in. It will partner with Tino a superapp in Mongolia and their technology will support Tinos taxi and delivery services. Grab is also in talks with other companies globally including in the Middle East to offer its GrabMaps technology. For investors this is very exciting: 1.) Grab is beginning to diversify their technology services outside of SEA which is important for a company that has large ambitions. More and more countries using this mapping"
X Link @amitisinvesting 2025-10-02T09:51Z 271.4K followers, 160.2K engagements
"$HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to invest in the best private companies. For decades wealthy people and institutions have invested in private companies while retail investors have been unfairly locked out. With Robinhood Ventures everyday people will be able to invest in opportunities once reserved for the elite said Robinhood Chairman and CEO Vlad Tenev."
X Link @amitisinvesting 2025-09-15T12:38Z 271.4K followers, 620K engagements
"JUST NOW: President Trump has said the United States has officially reached a trade deal with the European Union. The trade deal will include X% tariffs the EU buying $750B of US energy and reduced automotive tariffs to XX% with an understanding that the EU will purchase more US vehicles. EU President: Since the US had a deficit and the EU had a surplus the goal of this deal was to bring a balance while facilitating healthy trade relations on both sides of the Atlantic. Japan done EU done China closer to getting done with another XX day tariff pause If we can get Canada Mexico Australia &"
X Link @amitisinvesting 2025-07-27T17:46Z 271K followers, 443.9K engagements
"for the culture $100"
X Link @amitisinvesting 2025-07-02T16:28Z 270.7K followers, 419.6K engagements
"@mikealfred $23M intraday swing for you and keeping a good attitude is my type of approach to handling this volatility π"
X Link @amitisinvesting 2025-10-11T20:29Z 270.3K followers, 9850 engagements
"@ItsMe_Djay Probably $RR smaller float"
X Link @amitisinvesting 2025-10-06T22:26Z 271.4K followers, 4216 engagements
"i know we were celebrating the $130s yesterday but today we enter the $140s my goodness what a journey"
X Link @amitisinvesting 2025-09-30T18:51Z 271.3K followers, 102.2K engagements
"BESSENT: - We are going into an easing cycle & will see a massive decrease in mortgage rates. - Powell should have signaled 100-150bps of cuts not just 75bps. - Well begin Fed candidate interviews next week looking for someone with an open mind"
X Link @amitisinvesting 2025-09-24T12:09Z 271.3K followers, 302.5K engagements
"@JayCarp47921496 $AMKR"
X Link @amitisinvesting 2025-10-15T17:55Z 271.4K followers, 1418 engagements
"today was one of those blistering green days - potential peace deal after hours - jensen giving clarity to all the "circular AI" financing - fed minutes showing a majority want more rate cuts - amd/openai deal starting to get priced in however. - a new memestock etf launched similar one did in 2021 - option volumes are at record highs - gold and silver aren't stopping - private job growth estimates continue to show a weaker labor market how is everyone feeling anyone taking profits.selling calls.buying puts.buying into strength.or just holding tight my take is once again the following: rates"
X Link @amitisinvesting 2025-10-08T23:50Z 271.4K followers, 237.8K engagements
"What is one stock that you think does not get enough media coverage but is a legitimate company that can outperform the S&P over the next X years On a flight right now & I told myself I would finally watch the Sopranos but I would much rather do DD instead π I speed-watched (its like speed reading) severance over the weekend. Good show. Currently reading about $ASML would love to get other names below and any thesis associated with the names"
X Link @amitisinvesting 2025-03-25T21:21Z 270.6K followers, 305.3K engagements
"$APP The SEC is probing Applovin on violating privacy and data protections for the use of their ad targeting. One of the best names this year got into the S&P taking a XX% hitnot easy to find names growing XX% take a XX% hit in this market. What do we think Legit Short seller from Muddy Waters explaining why they were short a while back:"
X Link @amitisinvesting 2025-10-06T22:09Z 271.4K followers, 147.3K engagements
"@SPandeySci @Stocktwits @graniteshares both underperformance is the opportunity and then analysis below need AWS to ramp"
X Link @amitisinvesting 2025-10-14T19:28Z 270.9K followers, 1952 engagements
"WOAH Oil prices are now below $XX per barrel likely based on reports that OPEC+ could increase production by 500000 barrels per day for the next three months So youre telling me weve got: X. Lower rates X. Lower oil prices (aka lower input costs for EVERY business) X. Q3 earnings beginning with the expectation of strong beats across the board X. Capex not slowing down Not a horrible setup as we enter Q4"
X Link @amitisinvesting 2025-09-30T12:12Z 271.4K followers, 356.7K engagements
"@art__oganesyan $NVDA has a monopoly on chips. Thats why they have 70%+ margins Reselling the chips is high volume but does NOT have to be high margin $SMCI and $DELL clear examples tons of demand but horrible margins I dont think it really speaks to the demand story"
X Link @amitisinvesting 2025-10-07T15:45Z 271.4K followers, 16.8K engagements
"BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO a company that will initiate the worlds first Worldcoin (WLD) treasury strategy. Dan Ives has been announced as the chairman of the board for the company. The investment will be $20M. Worldcoin is a crypto currency developed by Sam Altman. World currently has created nearly XX million zero knowledge Proof of Human accounts in over XX countries. Tom Lee: BitMine wants to support and back innovative projects that create value for the Ethereum network. As an ERC-20 native token World is aligned with"
X Link @amitisinvesting 2025-09-08T12:35Z 271.4K followers, 813K engagements
"The $PLTR downslide today seems to be from a Reuters article that cited Palantirs software as having communication flaws due to an Army memo. This would naturally scare the market given Palantir has NEVER had security issues. However the article leaves out that US Army CIO Leonel Garciga said: The issues were mitigated immediately. The media would LOVE for there to be issues with Palantirs software they have tried to use ideological and political beliefs of the software to bring them down but they have NEVER been able to cite security concerns. Today it seems like they tried but whatever"
X Link @amitisinvesting 2025-10-03T17:48Z 270.4K followers, 410.5K engagements
"TRUMP: - DONT WORRY ABOUT CHINA IT WILL ALL BE FINE - PRESIDENT XI JUST HAD A BAD MOMENT - THE USA WANTS TO HELP CHINA NOT HURT IT omg the most hated V shape XXX coming up π"
X Link @amitisinvesting 2025-10-12T16:53Z 271.4K followers, 700.4K engagements
"The Kerrisdale $BMNR short report is one of the worst short reports I have ever read. Genuinely this report is so bad"
X Link @amitisinvesting 2025-10-08T15:34Z 271.4K followers, 266.9K engagements
"Badie x AK part X @ $HOOD Summit"
X Link @amitisinvesting 2025-09-10T00:07Z 271.3K followers, 277.1K engagements
"@em013L Nothing worse than citron π"
X Link @amitisinvesting 2025-10-08T21:57Z 271.2K followers, 3308 engagements
"I think thats taking it a bit too far π People on Schwab Fidelity Webull and SoFi bought the dip. The better analysis would be it is about the secular bull market aided by technology and monetary policy tailwinds. Saying its because of brokerage with a great UX doesnt make much sense. They only have 12M monthly actives and the avg account size is not the multi-six figures like the other platforms that actually have disposable income to buy a dip"
X Link @amitisinvesting 2025-10-16T00:32Z 269.9K followers, X engagements
"$PLTR PALANTIR CEO ALEX KARP WITH PRESIDENT TRUMP"
X Link @amitisinvesting 2025-10-17T02:07Z 271.4K followers, 168.4K engagements
"TRADE REPRESENTATIVE GREER JUST CALMED THE MARKETS DOWN: - The United States and China had staff level talks in Washington today. - Everyone needs rare earths China knows this they are really hurting themselves by acting like this. - The Chinese realized the overstepped which is why they pulled back some of their statements over the weekend. - XXX% tariffs are still on the table based on what China does next. - We always watch the stock market and bond market want to make sure market responds to appropriate info. My interpretation of his comments and why I think the market is almost breakeven"
X Link @amitisinvesting 2025-10-14T16:00Z 271.4K followers, 164K engagements
"there it is folks the first -X% day for the S&P since April 21st the S&P is up XX% since then so it was bound to happen ironically what started the rally back in April is also what caused the first -X% day in X months a trump truth social post"
X Link @amitisinvesting 2025-10-10T18:52Z 271.4K followers, 153.1K engagements
"sitting in a coffee shop & watching her really try to break $XXXX on track for another day of 100M+ shares traded 141K calls traded 6K puts XXXX P/C ratio $GRAB"
X Link @amitisinvesting 2025-09-22T17:52Z 271.4K followers, 183.3K engagements
"@MikeLongTerm What defines a speculative company for you"
X Link @amitisinvesting 2025-10-13T22:45Z 271.2K followers, 41.5K engagements
"So if this China situation created the largest pullback we may see before 2025 comes to an end Then the buying pressure tomorrow could be unprecedented. Like it could be MASSIVE if the narrative becomes that this dip is the dip everyone has been waiting for with a path to move forward given Trumps latests comments on China. - Trillions on the sidelines that has waited for a dip if Trump is de-escalating then that money may realize this is their dip and they might not easily get another deal like this if the Fed cuts another X times - XX% of fund managers are meeting their benchmarks they"
X Link @amitisinvesting 2025-10-12T22:38Z 271.4K followers, 312.1K engagements
"@DividendStreams Buying $ETH was a good idea"
X Link @amitisinvesting 2025-10-12T22:18Z 271.4K followers, 23K engagements
"@MikeLongTerm @OpenAI @Alipay i bought more today ππ»β $7B in cash π"
X Link @amitisinvesting 2025-10-16T21:56Z 271.4K followers, 24.3K engagements
"Bitmine $BMNR bought 13M shares of $OCTO at $XXXX. They are up 2500% on that investment as per todays move. If the stock stays at these levels which is trading at about 30x NAV then that $20M would be worth $550M on paper. Seems like Tom Lee is looking to invest in companies building on $ETH to support them thereby supporting the entire Ethereum network increasing the value of Ethereum (which Bitmine wants to own X% of) and as resultbecoming a full-fledged Ethereum ecosystem play"
X Link @amitisinvesting 2025-09-08T15:44Z 271.4K followers, 904.6K engagements
"TODAY THESE COMPANIES BEAT ON BOTH THEIR REVENUES AND EARNINGS PER SHARE FOR Q3 EARNINGS: $BAC Bank of America β
$PNC PNC Financial β
$GS Goldman Sachs β
$C Citigroup β
$PGR Progressive β
$UNH United Healthcare β
$WBA Walgreens β
$SCHW Charles Schwab β
$JNJ Johnson & Johnson β
$STT State Street β
Outside of all the macroeconomic data companies have to be putting up strong earnings for this market to maintain momentum. Nine companies today beat on their top and bottom line. It is a small sample size but we already saw big bank earnings last week with $WFC Wells Fargo and $JPM JP Morgan showing"
X Link @amitisinvesting 2024-10-15T12:43Z 271K followers, 58.5K engagements
"CHINA RESPONDS TO THE US TODAY: - The US approach to this situation is vastly distorting reality. - The US is holding China to standards that they wouldnt hold themselves to. - Decoupling from the US is not a realistic or rational option. The good thing about these comments is that China seems to be willing to work with the US even with their differences and acknowledging that a decoupling is not possible. There will be a deal reached the market doesnt know when but these comments are encouraging to see from China and should signal that a deal will eventually happen"
X Link @amitisinvesting 2025-10-16T15:14Z 271.4K followers, 235.5K engagements
"Retail is getting smarter more sophisticated and navigating the financial markets by identifying asymmetric opportunities that are deeply undervalued. There has never been a better time to be a retail investor. $OSCR +12.95%"
X Link @amitisinvesting 2025-06-20T01:22Z 269.7K followers, 404.8K engagements
"BREAKING: $NVDA NVIDIA SAYS THE US GOVERNMENT HAS BANNED THEM FROM SELLING THEIR H20 CHIPS TO CHINA FOR NATIONAL SECURITY REASONS AS A RESULT THEY EXPECT TO TAKE A $5.5B CHARGE TO FISCAL Q1 EARNINGS $NVDA -3.5%"
X Link @amitisinvesting 2025-04-15T21:38Z 270.3K followers, 742.9K engagements
"$AMZN its really not that scary to buy $AMZN in this market - everyone chasing stocks that are up 4-5x Amazon is -X% YTD - you can sleep well at night buying one of the most important companies on Earth trading at its lowest ever EV/EBITDA multiple - PTs of $275-$300 across the board - AI is a massive tailwind for them - if it drops another XX% you are bagholding.Amazon. Not some random quantum nuclear nameAmazon. Not saying this a pound the table moment on the name but this is not something that I personally am afraid of buying as it could become a cornerstone of a portfolio for the next"
X Link @amitisinvesting 2025-10-15T15:57Z 271.4K followers, 517.8K engagements
"Equity Edge Episode X will be on $ENS. EnerSys is in the energy space a provider of stored energy solutions specializing in batteries. Will be live with @stocktalkweekly at 12:30PM EST"
X Link @amitisinvesting 2025-10-15T12:38Z 271.4K followers, 65.6K engagements
"$SPY S&P new lows for today $XXX We are down XXX% have not seen that -X% day since April 21st. She might try to go for ithowever markets tend to not bottom on Fridays. I think this one really came out of left field we all knew eventually something would likely cause a pullback but China issues AGAIN tariffs being brought up AGAIN question now is how much this could escalate going into what should be one of the strongest earnings cycles of the year"
X Link @amitisinvesting 2025-10-10T16:59Z 271.4K followers, 139.4K engagements
"@SayNoToTrading @RealMattMoney @vinceisbullish During liberation day π I know you have like a sub $X average though so big day for you as well"
X Link @amitisinvesting 2025-10-08T16:26Z 271.1K followers, 3238 engagements
"@StockMKTNewz i made an ETF individual account on $HOOD recently too i think I should finally start DCAing $SPY and $QQQ in it π"
X Link @amitisinvesting 2025-10-13T01:22Z 270.3K followers, 31K engagements
"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 economicsbehind Robinhood Gold's new X% unlimited match on depositshow Robinhood thinks of the credit market with their new X% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over X years so was very grateful for him giving the time after one of the busiest weeks in history for the company following"
X Link @amitisinvesting 2024-04-03T17:00Z 271.4K followers, 5.7M engagements
"HOW TO PLAY $ETH: X. Ethereum itself X. $BMNR $SBET Ethereum treasuries while many more are popping up these two are the ones that have a sizeable amount on the balance sheet and have already approved the capital to buy more. I like $BMNR more because I trust Tom Lee who is the chairman of it. X. $HOOD Robinhood is one of the cheapest platforms to buy Ethereum on as more people continue to trade it that increases trading volumes which increases transaction revenues. Robinhood is now charging upwards of XX% more on their take rate for crypto than last year (still XX% cheaper than $COIN) so"
X Link @amitisinvesting 2025-08-09T21:17Z 271.4K followers, 468.5K engagements
"@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market particularly AI that is what is growing over the next decade not housing"
X Link @amitisinvesting 2025-08-16T20:04Z 271.4K followers, 636.3K engagements
"@OshuaHill imagine getting liquidated over cooking oil"
X Link @amitisinvesting 2025-10-14T19:50Z 271.4K followers, 19K engagements
"$TSLA TESLAS OFFICIAL 10/7 ANNOUNCEMENT IS INTRODUCING X NEW CARS: X. Model X Standard: $36.9K X. Model Y Standard: $39.9K"
X Link @amitisinvesting 2025-10-07T19:14Z 271.4K followers, 227.7K engagements
"FUTURES +1% ACROSS THE BOARD"
X Link @amitisinvesting 2025-10-12T22:10Z 271.4K followers, 241K engagements
"Well folks Remember how Trump said he wants semi-annual reporting vs quarterly earnings for public companies earlier this week Paul Atkins Chair of the SEC today: Weve been thinking about it for years. There has been much discussion on quarterly reporting leading to incentives for more short term thinking. In principle to propose a change like this is something we have been thinking about and is a good way to move forward. Seems like they are seriously thinking of taking away our quarterly reports π"
X Link @amitisinvesting 2025-09-19T17:09Z 269.8K followers, 250.7K engagements
"imagine Trump told Jensen that if he didnt pump his $INTC bags then he wouldnt be able to sell to China then Jensen saw the $60B they had in cash & was like screw it put $5B into Intel so we can ship to China Trumps stake is up XX% as of this morning π ART OF THE DEAL"
X Link @amitisinvesting 2025-09-18T12:15Z 271.2K followers, 220.9K engagements
"A NEW MEME STOCK PORTFOLIO IS LAUNCHING TODAY FROM ROUNDHILL: The ticker is literally $MEME. Top holdings below: $OPEN $PLUG $APLD $QS $RGTI $BE $QUBT $HIMS $IONQ"
X Link @amitisinvesting 2025-10-08T13:15Z 271.4K followers, 892.2K engagements
"TOP X STOCKS BOUGHT BY RETAIL INVESTORS ON FRIDAYS X% DRAWDOWN AS PER JPMORGAN: $NVDA $META $HOOD"
X Link @amitisinvesting 2025-10-13T17:59Z 271.4K followers, 169.4K engagements
"these were the days december 4th 2023 posted at 2:30 AM the last time we had a chance buying $HOOD under $XX kind of emotional reading through the thesis from a much younger and inexperienced Amit who trusted his instinct and took the leap (literally 1/26 $20c lol) of faith on the name it has been a pretty life-changing week for so many of us and as much as the financial gains matter i genuinely am so happy to see how many people jumped into the journey and are being rewarded for their conviction following a name so closely analyzing every detail keeping up with every updatemany of your"
X Link @amitisinvesting 2025-10-04T01:10Z 271.4K followers, 400.9K engagements
"@zerohedge more de-escalation"
X Link @amitisinvesting 2025-10-12T15:04Z 269.5K followers, 20K engagements
"$HOOD I have a ton of thoughts from the HOOD summit last week in Vegas that I'll be writing up over the coming days but it led me to a fundamental conclusion that I now genuinely believe: Robinhood will be worth $1T one day. I don't know when but the formula has become quite obvious to me following the summit: Product Velocity (10-15 new products per year) Vertical Velocity (2-3 new markets entered per year) Market Velocity (1-2 new markets entered per year) If Vlad can continue shipping products at the current rate attaching those products to new markets (for example a few we've seen this"
X Link @amitisinvesting 2025-09-16T15:59Z 271.3K followers, 196.8K engagements
"$BMNR TOM LEE BOUGHT ANOTHER +200K $ETH LAST WEEK. Bitmine now has 3032188 Ethereum on their balance sheet. Tom Lee: "The crypto liquidation over the past few days created a price decline in ETH which BitMine took advantage of. We acquired 202037 ETH tokens over the past few days pushing our ETH holdings to over X million or XXX% of the supply of ETH. We are now more than halfway towards our initial pursuit of the 'alchemy of 5%' of ETH.""
X Link @amitisinvesting 2025-10-13T12:41Z 271.4K followers, 237.4K engagements
"KEN GRIFFIN TODAY: - IF I WERE PRESIDENT I WOULD LET THE FED DO THEIR JOB - INFLATIONARY IMPACTS ARE STILL COMING - I SEE ECHOES OF THE DOTCOM BUBBLE Citadel generated a record $5.7B in revenue through the first half of 2025 on track to beat its 2024 revenue of $9.7B"
X Link @amitisinvesting 2025-09-25T16:17Z 271.3K followers, 213K engagements
"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"
X Link @amitisinvesting 2025-10-12T23:30Z 271.4K followers, 1.7M engagements
"banks are set to report tomorrow if the financials can give us a good start to earnings. and we see double-digit earnings growth throughout most sectors in Q3 we will continue to see an argument for multiple expansion/money coming off the sidelines yes there is froth but it's really hard for that froth to be the reason you ignore earnings growth especially if that froth could disappear and it wouldn't affect the most important parts of the market the froth is more so a function of a bull market but it is not the indicator for the end of a bull market if $NVDA was frothy and not putting up"
X Link @amitisinvesting 2025-10-13T19:33Z 271.4K followers, 154.1K engagements
"top XXX company in America now $HOOD"
X Link @amitisinvesting 2025-09-08T14:48Z 271.3K followers, 380.7K engagements
"BREAKING: Palantir $PLTR has secured a $1B contract with the United Kingdom's Ministry of Defense to supply military AI technology. This deal is XX times bigger than any previous Palantir contracts with the UK government. Palantir secured the NHS deal back in 2023 when very few people thought they could win it showcasing how strong their software was for navigating the complexities of the UK's healthcare system. Now they are only deepening their relationship with the UK as they continue to prove their software is THE AI operating system of the west. The quality of these deals the level of"
X Link @amitisinvesting 2025-09-17T21:31Z 271.4K followers, 258.4K engagements
"$PLTR PALANTIR CLOSES ABOVE $XXXXX FOR THE FIRST TIME SINCE FEBRUARY 2021. +14% today π’ + 5-Year extension with BP today π’ + XXX% YTD π’ + Now officially included in the S&P XXX π’"
X Link @amitisinvesting 2024-09-09T21:05Z 270.1K followers, 53.3K engagements
"NEURALINK RAISES $600M AT A $9B VALUATION Elon Musk is managing: - Tesla - Space X - Neuralink - Boring Company - xAI (which owns X) bros a little busy one can argue that any advancements in AI over the decades will be the most impactful for Neuralink over any other company"
X Link @amitisinvesting 2025-05-27T18:02Z 270K followers, 68.4K engagements
"$AMZN alright folks Amazon is officially the worst performing Mag X up X% YTD hard to imagine we end the year with S&P around 6800-6900 and $AMZN stays flat two reasons I think its down: 1.) tariffs actually effect their commerce business we saw that with operating margins down for the first time in X Qs slight decline but it did go down 2.) AWS is not as exciting as Azure and GCPs growth ratethat sounds ridiculous but analysts dont love that AWS isnt growing as fast anymore i think both of these issues are not actual reasons the stock stays flat and can easily be revised by MGMT especially"
X Link @amitisinvesting 2025-09-23T16:32Z 271.4K followers, 1.5M engagements
"@HyperTechInvest $QBTS and $OKLO are in heres the full list:"
X Link @amitisinvesting 2025-10-08T15:43Z 270.5K followers, 11.6K engagements
"TWINNING AGAIN $NVDA $PLTR"
X Link @amitisinvesting 2025-08-06T17:46Z 270.6K followers, 153.7K engagements
"$HOOD Robinhood gets a pretty massive upgrade today by Citizens Bank to $XXX from $XXX. The reason Well They upgraded their Q3 EPS by XX% and Q3 adjusted EBITDA by XX% pretty large moves against consensus estimates. They continue to believe Robinhood will enter new verticals and expand growth opportunities over the coming years. Given the stock price performance I would be very happy with $HOOD continuing to hold strong and normalize in the $140sthis stock was $XXX just last Monday so having it find a bid in this range and continue to maintain its momentum here is very strong. Could easily"
X Link @amitisinvesting 2025-10-09T15:26Z 271.4K followers, 141.5K engagements
"$TSLA BLOOMBERG: - Tesla will introduce a more affordable Model Y on Tuesday - The new base model will feature fewer amenities and less premium materials Sowhat price do you think this new Model Y needs to be/will be to actually be considered affordable $35K"
X Link @amitisinvesting 2025-10-06T22:33Z 271.3K followers, 265.9K engagements
"being afraid of 52-week highs is like being afraid of success $GRAB"
X Link @amitisinvesting 2025-09-12T16:35Z 271.4K followers, 397.4K engagements
"so. wanna hear a crazy stat last Friday was the first X% drawdown in X months what did stock market participants do From BofA Research: Over the last XX years last week was. - the 5th largest week for single-stock inflows - the largest weekly inflow for stocks when the market was down X% or more people saw a X% drawdown and what did they do bought. the. dip. folks we are in a buy the dip generation and it is pretty incredible to witness"
X Link @amitisinvesting 2025-10-15T23:36Z 271.4K followers, 352.2K engagements
"they really did it the S&P really let Robinhood $HOOD in must be so emotional for the employees leadership and everyone else who has followed their journey for the past decade at the end of the day real people are behind this company that went through X years of pure grit and resiliency to get to this moment sowhat does this mean for the stock short term pop after hours of about X% maybe it sticks or maybe it doesnt long term starting Sep 22nd if you have a 401k in America every X weeks you will be buying a little bit of $HOOD via your allocation to the S&P XXX or a similar fund pegged to the"
X Link @amitisinvesting 2025-09-06T16:58Z 271.4K followers, 244.1K engagements
"SCHWAB PUT OUT THEIR TOP CLIENT BUYS/SELLS IN SEPTEMBER: Top Buys: $NVDA $PLTR $AMZN $ORCL $OPEN Top Sells: $TSLA $AAPL $BABA $MU $SMCI Schwab said clients were overall net buyers in September and saw more broadening trading activity outside of the Mag 7"
X Link @amitisinvesting 2025-10-06T17:15Z 271.4K followers, 255.8K engagements
"TOP XX MOST SOLD STOCKS AS OF Q3: $MSFT - Microsoft Corp. $ARCH - Arch Resources Inc. $META - Meta Platforms Inc. $AMZN - Amazon Inc. $AAPL - Apple Inc. $CHTR - Charter Communications $EMN - Eastman Chemical $MCY - Mercury General Corp. $FICO - Fair Isaac Corp. $SMAR - Smartsheet Inc. Although superinvestors continue to hold big tech we did see decent amounts of trimming in names like Microsoft Meta Apple and Amazon. This makes sense given how much those stocks were up YTD but they still remain a big part of most investors' portfolios. Charter just filed to acquire Liberty Broadband"
X Link @amitisinvesting 2024-11-19T15:06Z 270.2K followers, 2668 engagements
"WE APPROACHING THE THREE YEAR ANNIVERSARY OF THIS BULL MARKET. October 12th 2022 is when we bottomed X years ago. The S&P $SPX is up XX% since then. Some historical stats: - The average bull market since 1950 tends to gain XXX% and lasts XXX years. - Out of the X bull markets that extended beyond year X all saw further gains during the following year. - Of the previous XX bull markets X of them extended beyond X years. This current bull market has been led by the productivity margin enhancement and earnings growth based on of one of the most transformational technologies of our lifetime being"
X Link @amitisinvesting 2025-10-09T16:53Z 271.4K followers, 303.6K engagements
"launched a substack 1) goal is X deepdives a month X weeks per company and 10-15 pages per deepdive 2) idea behind it is forcing myself to spend more time with new companies and become better at analyzing businesses 3) will be free no paywall ever please comment a company youd like a deepdive on first one will launch Oct XX π"
X Link @amitisinvesting 2025-10-02T16:14Z 271.4K followers, 349.3K engagements
"I HAVE A QUESTION. Whats the most obvious double to you right now in the stock market over the course of 2-3 years Part of the reason I began deeply studying $GRAB is because I believe it can double in X years. My PT is $XX by 2027. Unfortunately the hype over the weekend made people think it would double in a week but thats obviously not how things work. Towards the end of 2024 I began really trying to figure out what the next play for me would be. $PLTR had done very well $HOOD did very well but those plays are not asymmetric anymore. The $GRAB options I have ($7.5/$10 call debit spreads)"
X Link @amitisinvesting 2025-02-20T19:29Z 269.8K followers, 422.5K engagements
"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"
X Link @amitisinvesting 2025-09-25T17:02Z 271.4K followers, 1.2M engagements
"BREAKING: OpenAI and AMD have announced a multibillion-dollar partnership to build AI data centers using AMDs MI450 chips starting next year. Details: - OpenAI committed to purchasing X gigawatts of AMD chips expected to generate tens of billions in revenue for AMD over the next five years with each gigawatt costing tens of billions. - OpenAI will receive warrants for up to XXX million AMD shares (about XX% of the company) at X cent per share contingent on meeting deployment milestones and AMDs stock price increasing. $AMD has broke $XXX and is +24% in the premarkets"
X Link @amitisinvesting 2025-10-06T10:57Z 271.4K followers, 711K engagements
"@Samiahmedzoro have more money in options on $GRAB but after todays $BMNR move it is slightly bigger now π"
X Link @amitisinvesting 2025-10-06T22:14Z 271.4K followers, 1907 engagements
"two words: tom / lee feels like rate cuts ETH stablecoin supply and genius + clarity act regulatory frameworks is only getting stronger the US government literally NEEDS stablecoins to support the dollar with treasury demand much of that stablecoin supply is on Ethereum and tom lee is able to raise the most money to buy more and eventually stake it will be volatile and this could easily be down as much as its up but the long thesis to me is becoming clear $BMNR $ETH"
X Link @amitisinvesting 2025-09-17T22:32Z 271.3K followers, 459.8K engagements
"Starting a new show today called Equity Edge with fintwit π @stocktalkweekly dedicated to sharing alpha on newer/underdiscovered names. Todays tickers: $AMKR $PLAB Will be 12:30-1PM EST every Wednesday π"
X Link @amitisinvesting 2025-10-08T15:33Z 271.4K followers, 71.7K engagements
"guys $BYND Beyond meat is growing NEGATIVE X% YoY Q4 2022 they lost $66M this Q they lost $XXX MILLION THEY LOST MORE THAN DOUBLE THE MONEY THEY LOST LAST YEAR but they have a XX% short float .so the stock is up XX% on earnings i don't get this"
X Link @amitisinvesting 2024-02-27T21:34Z 271.3K followers, 43.7K engagements
"$SOFI she wants thirty dollars a share"
X Link @amitisinvesting 2025-08-25T14:22Z 271.4K followers, 162.2K engagements
"@mexinvesting ill blame october volatility after a great aug/sep annoying to go through but probably needed maybe some of this regional bank stuff but we need more data on that"
X Link @amitisinvesting 2025-10-17T06:47Z 271.4K followers, 11.1K engagements
"Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom @fundstrat for taking the time to join the show we all deeply appreciated it"
X Link @amitisinvesting 2025-08-26T16:34Z 271.3K followers, 705.1K engagements
"@CanadaKaz love to see this"
X Link @amitisinvesting 2025-10-15T15:49Z 271.4K followers, 14.9K engagements
"TRUMP JUST NOW: - WE WILL IMPOSE XXX% TARIFFS ON CHINA STARTING NOV 1ST - CHINA IS TAKING A HOSTILE STANCE AND IMPOSING EXPORT CONTROLS ON ALL COUNTRIES oh boy"
X Link @amitisinvesting 2025-10-10T20:56Z 271.4K followers, 335.3K engagements
"GIVEN $PATH IS DOWN XX% AND EVERYONE IS TRYING TO FIGURE OUT IF THEY SHOULD BUY THE DIP. Here's a podcast I did with Antonio @alc2022 one year ago on $PATH as a potential competitor to $PLTR Palantir for SMBs. Antonio is more bullish on Palantir and has made that clear if you've followed his content but here he presents a hypothesis around RPA (Robotic Processing Automation) and why $PATH uniquely can capitalize on it. As the stock is down XX% the question to me now is about is there enough of a fundamental moat for a slight rebound -- if you bought in at $XX you're sad. But buying in at $12"
X Link @amitisinvesting 2024-05-31T19:35Z 271.4K followers, 49.5K engagements
"@martypartymusic @HyperliquidX somebody. always. knows"
X Link @amitisinvesting 2025-10-11T02:07Z 270K followers, 31.2K engagements
"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"
X Link @amitisinvesting 2025-05-15T22:03Z 271.3K followers, 360.6K engagements
"$PLTR BANK OF AMERICA ANALYST MARIANA RAISES PALANTIR PRICE TARGET UPGRADE TO $28"
X Link @amitisinvesting 2024-03-06T17:34Z 270.5K followers, 73K engagements
"$PLTR New $100M contract opportunity for Palantir from the IRS sole source bid meaning Palantir was again the only real game in town π"
X Link @amitisinvesting 2025-09-26T12:08Z 271.3K followers, 161.5K engagements
"my dentist just texted me to ask how im feeling after my root canal how do I tell her that my tooth feels fine but im down 100K because Trump tweeted mean words"
X Link @amitisinvesting 2025-10-10T17:15Z 271.4K followers, 302.7K engagements
"@Iron_Mind001 I dont have a position but that entire space $IREN $CIFR $WULF $BITF $GLXY continues to be re-rated to the upside if we need more datacenters those companies are being seen as the winners that will help the hyperscalers $CIFR getting a Google investment is also good to see"
X Link @amitisinvesting 2025-10-13T19:39Z 271.4K followers, 33.9K engagements
"@Viral_Dinesh14 @Kross_Roads π"
X Link @amitisinvesting 2025-10-14T15:38Z 271.2K followers, 2983 engagements
"BREAKING: Oracle and OpenAI have signed a deal worth $300B the largest cloud computing contract in history as per the Wall Street Journal. Looks like we found the customer responsible for Oracles XXX% increase in remaining performance obligations. My goodness. $ORCL"
X Link @amitisinvesting 2025-09-10T18:32Z 271.4K followers, 949.6K engagements
"@y7_y00ts Solana has $14B compared to $ETH its strong but not sure its on the same level given Wall St has chosen ETH to build on"
X Link @amitisinvesting 2025-09-26T18:09Z 270.9K followers, 1696 engagements
"for anyone freaking about this its not a big deal OpenAI is putting out this statement to be safe because they have to but all robinhood did was establish a token that tracks the valuation of openai on the private markets similar to the tokens for all the other XXX public companies they offer you are not literally buying shares in those companies but shares are just certificates the digital representation of those assets is all that matters in the future thousands of decentralized exchanges will allow you to buy openai whether its private or public there will be tons of liquidity the spread"
X Link @amitisinvesting 2025-07-02T20:50Z 270.3K followers, 405.8K engagements
"5X LEVERAGED ETFS HAVE BEEN FILED FOR THE FOLLOWING TICKERS: $AMD $AMZN $COIN $CRCL $GOOGL $MSTR $NVDA $PLTR $TSLA $BTC $ETH $SOL $XRP This means if AMD were to go down XX% in a day the leveraged ETF would go down 50%. For context people really like these products. During last weeks X% down move for the S&P $NVDU (2x leveraged NVDA) had $132M in inflows the highest ever. The SEC has not yet approved these but if they do starting in 2026 they will go live"
X Link @amitisinvesting 2025-10-16T15:34Z 271.4K followers, 305.2K engagements
"End of month selling todayπ₯Ά So heres the thing Historically August is weak. It inches out some green but it usually is weak. This Augustwe are going to end the month up X% on the S&P. The last time we had that type of a move was August 2020up 7%. Now what happened after that September which historically does NOT inch out any green ended down XXX% in 2020. So the last time we had a BIG August it followed by giving back XX% of those gains in September. End of year still was much higher but the point is if we see history rhyme then September 2025 may give back some gains whichwould be great"
X Link @amitisinvesting 2025-08-29T15:25Z 271.3K followers, 267.7K engagements
"@Strategy Saylor π€ Vlad"
X Link @amitisinvesting 2025-10-04T00:26Z 271.1K followers, 7452 engagements
"BREAKING: ELON MUSK BUYS $TSLA STOCK ON THE OPEN MARKET FOR THE FIRST TIME SINCE 2020 - He bought 1.9M shares on September 12th. - The prices were between $371$396. - The total cost was around $736M. Seems like Elon thinks the S-curves for Tesla arent far away LFG"
X Link @amitisinvesting 2025-09-15T10:23Z 271.3K followers, 819.7K engagements
"WARREN BUFFET IS BUYING A SECRET STOCK. So the SEC allows Buffet and Berkshire to acquire a name privately in order for their disclosure of the name to not affect the price of it during accumulation. It's a special privilege very few funds have access to. He did this back in 2023 and the secret stock ended up being. Chubb Insurance $CB. Which was a stock that really didn't surprise many given how much Berkshire loves insurance but it also wasn't the "big name" everyone thought it could be. So. WHAT DO YOU THINK HIS NEW SECRET STOCK IS Best wrong answer or best right answer wins. I'll give the"
X Link @amitisinvesting 2025-05-16T00:58Z 271K followers, 501.9K engagements
"@mycreditjourney @fiscal_ai AWS is the story the street wants to see but if thats why it sells off just feels more like an opportunity"
X Link @amitisinvesting 2025-10-15T17:57Z 271.4K followers, 16.2K engagements
"JD VANCE CONTINUES THE DE-ESCALATION WITH CHINA: - WE APPRECIATE FRIENDSHIP TRUMP DEVELOPED WITH CHINA'S XI - TRUMP HOPES US DOESN'T NEED TO USE LEVERAGE ON CHINA - TRUMP WILLING TO BE REASONABLE NEGOTIATOR WITH CHINA looks like they arent trying to be as hostile as expected"
X Link @amitisinvesting 2025-10-12T15:07Z 271.4K followers, 217.7K engagements
"$PLTR PALANTIR COMMUNITY IS GLOBAL π lines were across the block congrats @Elianoayounes on the first international pop-up absolutely incredible to see the movement spread worldwide π"
X Link @amitisinvesting 2025-10-14T12:26Z 271.4K followers, 145.7K engagements
"@Badie912 actually very healthy"
X Link @amitisinvesting 2025-10-12T17:36Z 270K followers, 19.3K engagements
"@StockOptionCole XXX% barron had puts and switched to calls at 3:59"
X Link @amitisinvesting 2025-10-10T22:21Z 271.2K followers, 10.5K engagements
"TRUMP ON CHINA: - I'LL PROBABLY MEET WITH XI BUT I DON'T KNOW - OUT OF THE BLUE THEY CAME UP WITH THESE NEW EXPORT CONTROLS - I SET THE DATE FOR NOV 1ST MAYBE THINGS CHANGE BY THEN markets slightly recovering after hours. what a day"
X Link @amitisinvesting 2025-10-10T22:11Z 271.4K followers, 317.7K engagements
"MARK ZUCKERBERG: We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence. To even hear Zucks say thisit shows how important they believe the opportunity is. Cap-ex is not slowing down. $META $NVDA"
X Link @amitisinvesting 2025-09-19T17:42Z 271.4K followers, 2.4M engagements
"BREAKING: Nvidia will be investing $5B into Intel at $XXXXX per share. Softbank made a $2B investment into Intel earlier this year. The Trump Administration made a $9B investment. Looks like Intel isnt going anywhere $NVDA $INTC"
X Link @amitisinvesting 2025-09-18T11:42Z 271.4K followers, 570.4K engagements
"S&P NEW ALL TIME HIGHS has not seen a -X% day since April XX all the AI circular financing stuff concerns about US debt rally in gold or inflation/rate talk has not been enough to stop money from coming in BTW money market inflows (risk free X% on cash) inflows have actually OUTPACED stock market inflows YTD as per Goldman which means even MORE money is going risk off then risk onwhat happens when that money decides to take some risk"
X Link @amitisinvesting 2025-10-08T18:28Z 271.4K followers, 238.9K engagements
"I think the difference is as following nvda invest $100B openai pays $100B for chips those chips = 100B+ of ROI for openai obviously there needs to be an ROI but if there is its almost as if they are just borrowing the $100B from a very motivated partner that wants them to win and will make that $100B back long term"
X Link @amitisinvesting 2025-09-22T18:56Z 270.9K followers, 2246 engagements
"OpenAI / Broadcom deal is a pretty gigantic thing that was announced today. So the deal includes 10GW of datacenter buildout.1GW is about $35-$40B of spend so this is basically a $400B deal with OpenAI and $AVGO. OpenAI just signed a 6GW deal with $AMD last week OpenAI also signed a $100B deal with $NVDA for 10GW two weeks ago. $ORCL reported a XXX% increase in RPO because of a $300B deal with OpenAI. It seems like OpenAI is becoming the core piece of almost every massive AI deal that is taking place"
X Link @amitisinvesting 2025-10-13T15:44Z 271.4K followers, 214.8K engagements
"Sat down with Dan Ives to discuss his thoughts on Palantir Tesla Apple Nvidia and his new role at Orbs. Thank you to @DivesTech for taking the time Timestamps below: 00:00 - Tech Bull Market 03:35 - Palantir 10:02 - ORBS 17:20 - Tesla 24:57 - Nvidia 32:30 - Apple 34:49 - Rapid Fire"
X Link @amitisinvesting 2025-09-22T22:50Z 271.4K followers, 404.8K engagements
"alright so are we buying the dip π"
X Link @amitisinvesting 2025-10-10T16:06Z 271.4K followers, 398.4K engagements
"BANK EARNINGS TODAY ABSOLUTELY CRUSHED. All banks beat estimates on the top and bottom across the board setting up a strong start to Q3 earnings. $JPM JPMorgan: $XXXX EPS vs $XXXX $46.3B Revenue vs $45.5B $BLK BlackRock: $XXXXX EPS vs $XXXXX $6.50B Revenues vs $XXXX $C Citi: $XXXX EPS vs $XXXX $22B Revenues vs $21.1B $GS Goldman Sachs: $XXXXX EPS vs $XXXXX $15.1B Revenues vs $14.2B $WFC Wells Fargo: $XXXX EPS vs $XXXX $21.4B Revenues vs $21.1B"
X Link @amitisinvesting 2025-10-14T12:31Z 271.4K followers, 516.7K engagements
"$RKLB BREAKING: Rocket Lab has signed a direct contract for two dedicated Electron launches with the Japan Aerospace Exploration Agency. The first launch is scheduled for December 2025 and the second one will be in 2026. guess $RKLB literally wants to go to the moon π $70"
X Link @amitisinvesting 2025-10-10T12:37Z 271.4K followers, 120.2K engagements
"i guess someone mentioned soybeans again"
X Link @amitisinvesting 2025-10-15T17:18Z 271.4K followers, 114.7K engagements
"TRUMP: - CHINA WONT BUY OUR SOYBEANS - WE CAN PRODUCE COOKING OIL OURSELVES and markets go red"
X Link @amitisinvesting 2025-10-14T19:44Z 271.4K followers, 466.5K engagements
"tom lee got to buy so much $ETH below $4000 this weekend because of a truth social post π"
X Link @amitisinvesting 2025-10-12T15:09Z 271.4K followers, 160.9K engagements
"$GLXY Sat down with the CEO of Galaxy Digital Mike Novogratz. Mike is an OG of the crypto community but recently we've seen many Bitcoin Mining companies utilize the assets they have to fulfill demand for datacenter buildouts from the hyperscalers. Went deep with Mike on understanding the state of crypto where datacenters are going if AI is a bubble and much more. Thank you Mike @novogratz for taking the time to sit down 00:00 - State of Crypto Markets 03:25 - Bitcoin vs the USD 06:50 - Ethereum 09:47 - Datacenters 14:30 - AI bubble discussion 21:18 - Energy for datacenters 25:05 - Rapid Fire"
X Link @amitisinvesting 2025-10-02T18:42Z 271.4K followers, 205.3K engagements
"THE BANKS CONTINUE TO CRUSH. Bank of America $BAC: $XXXX EPS vs $XXXX $28B Revenues vs $27.4B Morgan Stanley $MS $XXXX EPS vs $XXXX (35% beat) $18.2B Revenues vs $16.7B This follows the trend of $WFC $JPM $GS $C & $BLK that all beat on the top and bottom yesterday"
X Link @amitisinvesting 2025-10-15T12:38Z 271.4K followers, 146.2K engagements
"Michael Burry CURRENT portfolio: $BABA $JD"
X Link @amitisinvesting 2023-12-17T03:06Z 270.9K followers, 34.1K engagements
"@ripdoteth so bullish $ETH $BMNR"
X Link @amitisinvesting 2025-10-02T16:10Z 271.4K followers, 34.2K engagements
"OH MY GOODNESS THE REVISIONS ARE WORSE May payrolls revised down by 125K to +19K from +144K June payrolls revised down by 133K to +14K from +147K dawg. we need to cut rateslike yesterday π³π³π³π³π³"
X Link @amitisinvesting 2025-08-01T12:39Z 271.1K followers, 412K engagements
"@Efelix1985 getting wreckednot sure why"
X Link @amitisinvesting 2025-10-16T18:31Z 271.4K followers, 5192 engagements
"$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS XX YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as XX% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: πΏπΏπΏπΏπΏπΏ"
X Link @amitisinvesting 2025-01-08T23:28Z 271.3K followers, 158.2K engagements
"@2dollarmixedbag shutdown is not good markets have ignored it so far seems like Trump wants to get something done within the next week based on his comments but re-opening the gov would also be a tailwind"
X Link @amitisinvesting 2025-10-12T22:49Z 270.1K followers, 15.5K engagements
"@TJTheWheelDeal Bought with Amits money** This is me tonight learning about $path"
X Link @amitisinvesting 2024-05-29T20:59Z 270.2K followers, 5343 engagements
"rare earths getting crushed bitcoin miners turned data centers getting crushed quantum getting crushed random energy companies trading at XXX times sales getting crushed feels like most of these names are just exhausted now is this a structural shift where momentum dies and these names create bagholders not sureyoud need a few more weeks to see if momentum is gone or if they are just taking a breather but even if these names fall 20-30% from here many would still be up 400-500% for the year question is just how many people buy any major dips if they come in"
X Link @amitisinvesting 2025-10-16T16:02Z 271.4K followers, 423.5K engagements
"$NVDA $AMD JENSEN HUANG ON THE OPENAI AMD DEAL: "I saw the deal. It's unique and surprising. Considering they were so excited about their next generation product I'm surprised they would give away XX% of the company before they even built it. Anyway it's clever I guess.""
X Link @amitisinvesting 2025-10-08T12:22Z 271.4K followers, 462.8K engagements
"$PLTR PALANTIR WENT PUBLIC X YEARS AGO TODAY. They did a direct public offering at $XX a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp X years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world.""
X Link @amitisinvesting 2025-09-30T17:24Z 271.4K followers, 397.3K engagements
"BREAKING: Chamath Palihapitiya is launching a new SPAC. The company will be worth $250M & offer 25M shares at $XX per share. It is called American Exceptionalism Acquisition Corp. Chamaths previous SPACs including Opendoor Virgin Galactic and Clover Health are each down over XX% all time"
X Link @amitisinvesting 2025-08-18T21:55Z 271.3K followers, 731.5K engagements
"$SOFI Officially closed out these $15/$20 call debit spreads today. There was another $8K of meat on the bones to pick up if I had waited till Jan 2026 but would rather lock it in and raise some cash for any September dips if we see them. First 10x in the options market Thanks to @Futurenvesting and @DataDInvesting for their conviction and explaining this story. I have not always agreed with every element of the thesis but I did respect their approach to analyzing the name and they deserve all the credit for the work they put in to pioneer retail to understand the thesis. I likely would not"
X Link @amitisinvesting 2025-08-28T17:24Z 271.3K followers, 294.1K engagements
"@Iron_Mind001 not selling anything buying $GRAB looking at $AMKR more and potentially taking a position into that soon"
X Link @amitisinvesting 2025-10-08T23:55Z 271.4K followers, 14K engagements
"yesterdays post:"
X Link @amitisinvesting 2025-10-16T21:59Z 271.4K followers, 29.1K engagements
"SEPTEMBER FUN π₯Ά is anyone partaking in the ownership of more equities here or is 4-5% down on most names not attractive enough at the same time gold is hitting all time highs gonna be a rocky next few weeks"
X Link @amitisinvesting 2025-09-02T16:00Z 270.7K followers, 177.8K engagements
"$PLTR working with $NET is a big deal. Has anyone used $NET in their own lives Weve used it as my startup on a small scale and it helps us with the speed at which we deliver our content on AWS. Its really nice to see companies like Cloudflare embrace Palantir"
X Link @amitisinvesting 2023-01-10T17:02Z 271.1K followers, 6133 engagements
"Michael Burrys current portfolio updated by weighting: $HCA HCA Healthcare is number one interesting pick herenot sure his logic but HCA is major $PLTR Palantir customer $JD $BABA has XX% of the portfolio so hes still betting big on China no idea why. Yes they are undervalued but Chinas economy does not have liquidity youth unemployment itself is skyrocketing $C Citigroup is his big financial pick up XX% YTD $GOOGL $AMZN round out his portfolio as his two main Mag X picks which I think are going to be fine this year He was short $NVDA last year but seemed to have covered before the massive"
X Link @amitisinvesting 2024-03-24T00:03Z 271.2K followers, 84.2K engagements
"$BMNR - Now owns 2.83M $ETH - Total NAV of $13.4B - 28th most liquid stock in the US trading $2.5B per day Tom Lee: We spent the past week in Singapore at Token2049 meeting with many leaders in the crypto and blockchain industry. We remain confident that the two Supercycle investing narratives remain AI and crypto. Naturally Ethereum remains the premier choice given its high reliability and XXX% uptime. These two powerful macro cycles will play out over decades"
X Link @amitisinvesting 2025-10-06T15:16Z 271.4K followers, 182.7K engagements
"@WhiteCollarExit bought more $AMZN today"
X Link @amitisinvesting 2025-10-13T18:28Z 271.4K followers, 7078 engagements
"I think thats taking it a bit too far π People on Schwab Fidelity Webull and SoFi also bought the dip. The better analysis would be it is about the secular bull market aided by technology and monetary policy tailwinds. Saying its because of brokerage with a great UX doesnt make much sense. They only have 12M monthly actives and the avg account size is not the multi-six figures like the other platforms that actually have disposable income to buy a dip"
X Link @amitisinvesting 2025-10-16T00:32Z 271.4K followers, 21.7K engagements
"$HOOD well financial services is about to be disruptedforever oh my goodness"
X Link @amitisinvesting 2025-03-27T02:15Z 271.3K followers, 1.1M engagements
"@Investor_DFS gave us X juicy dips in the middle of a bull market"
X Link @amitisinvesting 2025-10-12T17:37Z 271.1K followers, 13.6K engagements
"BITCOIN ALL TIME HIGHS $BTC"
X Link @amitisinvesting 2025-07-10T16:48Z 271K followers, 70.2K engagements
"@WatcherGuru"
X Link @amitisinvesting 2025-10-12T17:04Z 271.4K followers, 39.8K engagements
"$ORCL $NVDA BIG ORACLE NEWS FROM THE INFORMATION: - Oracle lost nearly $XXX million from rentals of Blackwell chips in the most recent quarter - Oracles gross profit margin from rentals of servers averaged XX% in the past year - Internal Oracle data show the financial challenge of renting out Nvidia chips My takeaway: This doesnt seem like a demand issue aka Oracle not finding customers for renting their GPUs but rather seems like a margin issue. It seems like customers are asking for a really good deal or they would just leave to an $IREN $NBIS $CRWV etc. and as a result Oracles margins on"
X Link @amitisinvesting 2025-10-07T15:31Z 271.4K followers, 477.8K engagements
"@BlackLabelAdvsr Wall Street is the greatest show on Earth π"
X Link @amitisinvesting 2025-10-12T23:34Z 270.5K followers, 25.5K engagements
"I think $GRAB is up next. Going to highlight all of the DD I've been compiling on this name over the past month so it'll be a long post. Would love to hear counter perspectives people who think the thesis makes sense & where folks see the issues/opportunity on this ticker. I have a heavy position of around $80K+ that could be used in many other names (like buying the $NVDA dip which probably would be much safer) so to me there is a level of asymmetry that I think can play out over the coming years. Alright I've spent a minimum of XXX hours over the past month going deep on this one.let's get"
X Link @amitisinvesting 2025-02-02T00:41Z 271.3K followers, 964.1K engagements
"BIG THURSDAY FOR US MACRO ECONOMIC DATA Few of the main highlights: X. Jobless claims came in at +218K vs +232K shows labor market is still weak but not deteriorating with a number far above expectations X. PCE prices in Q2 came in at XXX% down from XXX% in Q1 showing even with tariffs.we are seeing prices come down X. Consumer spending in Q2 came in at XXX% up from XXX% in Q1 showing consumers are still continuing to spend which is similar to the retail sales data we saw last week Overall nothing here that would necessarily move markets aggressively to the downside or upside we still are in"
X Link @amitisinvesting 2025-09-25T12:38Z 270.9K followers, 217.5K engagements
"thank you @RealMattMoney @vinceisbullish β€ $RKLB"
X Link @amitisinvesting 2025-10-08T15:35Z 271.4K followers, 122.8K engagements
"@wallstengine its time for $7"
X Link @amitisinvesting 2025-10-14T22:47Z 271.4K followers, 18.2K engagements
"@arny_trezzi @RealMattMoney @BrettKrieger12 @em013L @Elianoayounes @chadwahl @Davis_C15 @JackPrescottX @Kross_Roads @alc2022 what a life changing journey happy to have gone on it with you and so many others in the community priceless friendships congrats on XXX β€β€β€β€β€β€β€β€"
X Link @amitisinvesting 2025-10-15T15:38Z 271.4K followers, 15.3K engagements
"@Futurenvesting In the spirit of fun rivalries I dont think $SOFI invest has ever experienced the traffic necessary to actually have an outage π"
X Link @amitisinvesting 2025-10-07T01:04Z 270.2K followers, 36.8K engagements
"$SNAP Snapchat now has X million Snapchat+ subscribers +40% increase from X million in September Different rev model from their ads biz (which sucked) Market cap - $30B Not profitable. Stocks up XX% YTD"
X Link @amitisinvesting 2023-12-22T17:57Z 271.3K followers, 10.2K engagements
"@lecrank73 $SOFI credit underwriting is exceptional would not be worried about them"
X Link @amitisinvesting 2025-10-16T18:52Z 271.4K followers, 3057 engagements
"$NVDA $TSLA Even after Nvidias $100B deal with OpenAI this week Jensen believes that Elon will be a big winner I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU"
X Link @amitisinvesting 2025-09-26T16:51Z 271.4K followers, 491.7K engagements