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# ![@amitisinvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1468103131737247748.png) @amitisinvesting amit

Palantir ($PLTR) has been making significant strides, including a strong Q3 earnings report, a new partnership with Poland's Ministry of Defense, and a notable mention from NVIDIA's CEO Jensen Huang, who called Palantir's ontology "probably the single most important enterprise stack in the world". Grab ($GRAB) also reported strong Q3 earnings, with a XX% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA).

### Engagements: XXXXXXX [#](/creator/twitter::1468103131737247748/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:interactions.svg)

- X Week XXXXXXXXX +23%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX -XXXX%
- X Year XXXXXXXXXXX +35%

### Mentions: XX [#](/creator/twitter::1468103131737247748/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::1468103131737247748/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:followers.svg)

- X Week XXXXXXX +0.65%
- X Month XXXXXXX +3.90%
- X Months XXXXXXX +43%
- X Year XXXXXXX +167%

### CreatorRank: XXXXXX [#](/creator/twitter::1468103131737247748/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #324 [technology brands](/list/technology-brands)  #4915 [finance](/list/finance)  #1345 [countries](/list/countries)  #4945 [cryptocurrencies](/list/cryptocurrencies)  #302 [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #30, [ai](/topic/ai) #7089, [$pltr](/topic/$pltr) #1, [nvda](/topic/nvda) #19, [$hood](/topic/$hood) #27, [palantir](/topic/palantir) #49, [$googl](/topic/$googl) #1616, [ceo](/topic/ceo) #121, [meta](/topic/meta) 4.08%, [business](/topic/business) XXXX%

**Top accounts mentioned or mentioned by**
[@bedurion](/creator/undefined) [@grok](/creator/undefined) [@dividendstreams](/creator/undefined) [@sickofmedia44](/creator/undefined) [@luna940304](/creator/undefined) [@knightcharo](/creator/undefined) [@cyrilgupta](/creator/undefined) [@einsteinowallu](/creator/undefined) [@mrblock24](/creator/undefined) [@tks8798](/creator/undefined) [@kobeissiletter](/creator/undefined) [@andyrenfrew](/creator/undefined) [@mrinvestalot](/creator/undefined) [@rklb4ever](/creator/undefined) [@juanrodrig07](/creator/undefined) [@dreamd0nt](/creator/undefined) [@brkmystery](/creator/undefined) [@accounting_ds](/creator/undefined) [@saucybuscuit](/creator/undefined) [@couch_investor](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Microsoft Corp. (MSFT)](/topic/microsoft) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [IonQ, Inc. (IONQ)](/topic/$ionq) [Advanced Micro Devices (AMD)](/topic/$amd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/$eth) [Morgan Stanley (MS)](/topic/morgan-stanley) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [GameStop, Corp. (GME)](/topic/$gme) [Oklo Inc. (OKLO)](/topic/$oklo) [BigBear.ai Holdings, Inc. (BBAI)](/topic/$bbai) [NuScale Power Corporation (SMR)](/topic/$smr) [MP Materials Corp. (MP)](/topic/$mp) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar)
### Top Social Posts
Top posts by engagements in the last XX hours

"ALRIGHT FOLKS WE ARE STARTING A NEW CONTENT SERIES. So retail is choosing more and more to crowdsource DD from each other vs. relying on professional equity research. We've seen obvious success stories over the past few years to name a few: $PLTR $HOOD $RKLB $HIMS $NBIS & many more I am going to try to commit to setting this up twice a month but we'll call it DeepDives. Looking for names that are getting momentum on X and then getting X people from that community to do a stream with me on YouTube the goal being for that 1-2hrs to be a go-to resource for anyone to access for free to get the"  
[X Link](https://x.com/amitisinvesting/status/1932943473432223930)  2025-06-11T23:30Z 294.3K followers, 845.2K engagements


"BERKSHIRE BUYS 17.8M SHARES OF $GOOGL"  
[X Link](https://x.com/amitisinvesting/status/1989441223837585514)  2025-11-14T21:12Z 294.3K followers, 6.3M engagements


"BREAKING: Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. - Amazon Web Services (AWS) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. - New investment will add nearly XXX gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. - Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. $50B just for"  
[X Link](https://x.com/amitisinvesting/status/1992991961540661704)  2025-11-24T16:21Z 294.3K followers, 256.9K engagements


"okay so now that $GOOGL got to $XXX we all know that $AMZN is next right 😂"  
[X Link](https://x.com/amitisinvesting/status/1993416766266237050)  2025-11-25T20:29Z 294.3K followers, 159.1K engagements


"$WBD $NFLX The Netflix-Warner Bros potential deal has got my attention. Warner is a top XX performing S&P XXX stock this year (+130%) not because of earnings but because of a potential buyout. I have never fully understood Netflix as a company which is why I missed it back at $XXX in 2022 but I do know that they really need their own content. The platform is constantly having shows leave soon or renting IP/movies from other studios. HBO Max is elite. If $NFLX were to actually buy it and get the studio/IP (and the $20-$30B in debt) then I do think it could be a much needed asset on the"  
[X Link](https://x.com/amitisinvesting/status/1995925372295414245)  2025-12-02T18:37Z 294.3K followers, 86.4K engagements


"CORE PCE XXX% YOY VS XXX% EXPECTED not a bad read for September shows inflation was under control for that month and further supports a rate cut October and November could be a different story but for September these are pretty strong numbers"  
[X Link](https://x.com/amitisinvesting/status/1996959610993861067)  2025-12-05T15:07Z 294.3K followers, 71.8K 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](https://x.com/amitisinvesting/status/1775568982814105930)  2024-04-03T17:00Z 294.3K followers, 6.3M engagements


"Mamdani and Trump meet. Trump: Were gonna work together I think we will do a great job"  
[X Link](https://x.com/amitisinvesting/status/1991971798070833517)  2025-11-21T20:47Z 294.3K followers, 140.2K engagements


"US ADP NOVEMBER PRIVATE PAYROLLS -32K VS +40K EXPECTED Fed gotta cut rates"  
[X Link](https://x.com/amitisinvesting/status/1996209659707847161)  2025-12-03T13:27Z 294.3K followers, 114.9K engagements


"$HOOD BREAKING: Robinhood received more than $1.4B of transfers during their match promotion for $TSLA stock. The average account size was $500K. Robinhood is becoming a platform for people that have $X $5K $500K $5M $50M or $500M worth of stock. Incredible to see"  
[X Link](https://x.com/amitisinvesting/status/1996276912348713166)  2025-12-03T17:54Z 294.3K followers, 326.5K engagements


"$PLTR $NVDA BREAKING: Palantir launches Chain Reaction a new product to function as the operating system for American AI infrastructure. The founding partners for this new operating system are CenterPoint Energy & Nvidia. Chain Reaction aims to: - Transform aging power generation into high-uptime resources capable of meeting AIs massive demand - Stabilize and expand the power grid to meet surging demand from data centers and electrification - Accelerate construction of new generation transmission and compute capacity - Enable the design development and reproducibility of future hyperscale"  
[X Link](https://x.com/amitisinvesting/status/1996562005075914959)  2025-12-04T12:47Z 294.3K followers, 515.8K engagements


"$PLTR Arny has spent X years analyzing Palantir as deeply as one could possibly imagine. His analysis below isa bit better than the guy who still thinks Palantir is a consulting firm"  
[X Link](https://x.com/amitisinvesting/status/1996618147584180617)  2025-12-04T16:30Z 294.3K followers, 340.7K engagements


"$PLTR At Palantirs End of Year Event Paragon CEO Alex Karp: The radical idea that Palantir believed in is that we would carry the burden of value creation. We would only get paid if our product actually transformed your business. That radical idea ended up working"  
[X Link](https://x.com/amitisinvesting/status/1996720610706120966)  2025-12-04T23:17Z 294.3K followers, 71.3K engagements


"$NFLX $WBD Wow. Paramount CEO is very serious about winning this bid. "We gave them everything they wanted and we are giving it in all cash. We just have a better offer for shareholders." Warner Bros now has no choice but to entertain this offer as a fiduciary"  
[X Link](https://x.com/amitisinvesting/status/1998052451706945707)  2025-12-08T15:30Z 294.3K followers, 897.1K engagements


"@TheRoaringKitty 2025 keeps getting more interesting $GME"  
[X Link](https://x.com/amitisinvesting/status/1882233679046672583)  2025-01-23T01:07Z 294.3K followers, 81.3K engagements


"$META $MSFT Not sure how to even react to Meta and Microsoft earnings other than realizing that AI is more real than we all could have imagined. Two multi-trillion dollar companies moving $400B after hours Both companies beating revenue by $3B more than expectations The analysts thought they understood how fast this world was moving but $META and $MSFT basically told the world that we have no clue about how serious the shift to AI in this new economy will be. I don't own either but I am pretty heavy in $NVDA so the fact that the street piled into Nvidia off their earnings for the sheer"  
[X Link](https://x.com/amitisinvesting/status/1950767704131948580)  2025-07-31T03:57Z 294.3K followers, 186.2K 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](https://x.com/amitisinvesting/status/1975323244820398321)  2025-10-06T22:12Z 294.3K followers, 302.4K 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](https://x.com/amitisinvesting/status/1978490300961001544)  2025-10-15T15:57Z 294.3K followers, 532.5K engagements


"Over the past week. $OKLO -XX% $QBTS -XX% $BBAI -XX% $RGTI -XX% $IONQ -XX% $SMR -XX% $NNE -XX% $MP -XX% $USAR -XX% are these names gone from hitting ATHs forever or just a breather if they never revisit ATHs then they may have created millions of bagholders"  
[X Link](https://x.com/amitisinvesting/status/1980694909918077174)  2025-10-21T17:57Z 294.3K followers, 439.6K engagements


"$GRAB GRAB Q3 2025 EARNINGS: - $873M revenue +22% YoY - On-Demand GMV $5.8B +24% YoY - Profit: $17M - Adj. EBITDA: $136M +51% YoY - Adj. FCF (TTM): $283M - 886M in loans +56% YoY - 48M monthly transacting users +14% YoY The company raised EBITDA guidance to $500M up from $480M. This was an incredible earnings by Grab which continued to reinforce the bull case around their network effect leading to increased momentum around the most important parts of their business. My core takeaways: - Financial services is growing at a rapid pace and on track for 1B loans dispersed by EOY with a break even"  
[X Link](https://x.com/amitisinvesting/status/1985679690447622260)  2025-11-04T12:05Z 294.3K followers, 283K engagements


"berkshire bought Google after XX years likely at a $2-$2.8T market cap and people want to say we are in the next dot-com bubble the holding company that has more T-bills than the Federal Reserve $300B in cash and never touches technology just bought 17.8M shares of one of the largest capex spenders on the planet projected to spend $93B next year on datacenters while at the same time does $100B+ in net income and we are somehow in a dot-com bubble okaaaaaaaaay 🤷♀"  
[X Link](https://x.com/amitisinvesting/status/1989779215156215956)  2025-11-15T19:35Z 294.3K followers, 1.8M engagements


"$HOOD BREAKING: Robinhood is expanding its prediction markets offering through a new joint venture with Susquehanna to operate a CFTC-licensed exchange and clearinghouse. - The new exchange will operate independently under a joint venture with Robinhood as the controlling partner providing retail demand and distribution. - Susquehanna International Group will serve as a key partner and the initial liquidity provider with additional liquidity providers added over time. - Prediction markets are Robinhoods fastest-growing revenue line with X billion contracts traded by over X million customers"  
[X Link](https://x.com/amitisinvesting/status/1993451204953706967)  2025-11-25T22:46Z 294.3K followers, 144.1K engagements


"$NBIS the more I learn about this company the more I continue to love their diversified business model + AI cloud ambitions great interview with the Nebius CRO from @daniel_koss 🙌"  
[X Link](https://x.com/amitisinvesting/status/1993465928936570936)  2025-11-25T23:44Z 294.3K followers, 155.1K engagements


"The more you look at the data the more it truly seems like we are living in a bifurcated economy. Lower-end consumers are struggling and an estimated XX% say they are living paycheck-to-paycheck in the United States. The top XX% are responsible for XX% of all the spending and have benefited deeply from rising stock prices. What's the solution To me it is a continual focus to invite more people into the ownership economy as that seems like the only non-political way to not be stuck within the bifurcated part of the economy that is deeply struggling. Latest piece on Substack below as always no"  
[X Link](https://x.com/amitisinvesting/status/1993481868600033392)  2025-11-26T00:48Z 294.3K followers, 125.5K engagements


"Cathie Wood $ARKK today: Buys: - $GOOG 174293 shares - $META 33837 shares - $XYZ 212538 shares - $CRWV 396198 shares - $HOOD 7604 shares Sells: - $AMD 106651 shares - $GTLB 358399 shares - $PLTR 354955 shares"  
[X Link](https://x.com/amitisinvesting/status/1993488525908754690)  2025-11-26T01:14Z 294.3K followers, 322.9K engagements


"$HOOD The reason why Robinhood gets a multiple is because they execute at a level that hasn't really been seen in financial services/technology. This year will go down as one of the strongest years (which will likely be surpassed in the future) of execution for this company that is attacking every single vertical with the growth and operating leverage that investors could only dream of. In 2025 Robinhood: - Launched Robinhood Strategies an advisory and portfolio management tool. - Launched Robinhood Banking with enhanced checking and savings features. - Launched Robinhood Cortex an AI-powered"  
[X Link](https://x.com/amitisinvesting/status/1993767898721255808)  2025-11-26T19:44Z 294.3K followers, 249.8K engagements


"S&P RECOVERS XX% OF LOSSES ON TRACK FOR THE BEST REVERSAL EVER FOR NOVEMBER. Markets pretty much closed for the week outside of a half day on Friday. Deeply thankful for this entire community on FinX & all of us trying to navigate the markets together. Happy Thanksgiving"  
[X Link](https://x.com/amitisinvesting/status/1993798511121584225)  2025-11-26T21:46Z 294.3K followers, 140.2K engagements


"Spent the past X days with family and not focusing at all on markets very much needed refresher. Butnow its Sunday & we have X hours till futures open 🥶 FIRST DAY OF DECEMBER TRADING STARTS TOMORROW Fun fact: The average return for December is +1.2-1.5% & since 1950 weve had a positive December 73-75% of the time. If the Fed gives us a rate cut and we continue to see progress around AI momentum via productivity margins and earningsthen it potentially could set up a end of year rally +2.5% would put the $SPY at $7000 to end out the year"  
[X Link](https://x.com/amitisinvesting/status/1995232123968696391)  2025-11-30T20:43Z 294.3K followers, 180K engagements


"fed officially stoping QT today fed probably giving us a cut next week trump announcing shadow fed in a few weeks making Powell largely irrelevant over the next few months with as many macro issues we have around japanese bonds & the labor market it seems like we are entering a big easing cycle hard to fight the fed if they are going to be easing"  
[X Link](https://x.com/amitisinvesting/status/1995555826539573312)  2025-12-01T18:09Z 294.3K followers, 210.8K engagements


"i think we all kinda missed that $AAPL hit all time highs today cant bet against this company ever people just will not stop using their products"  
[X Link](https://x.com/amitisinvesting/status/1995927581804409097)  2025-12-02T18:46Z 294.3K followers, 74.3K engagements


"TRUMP: I guess a potential Fed Chair is here tooI dont know are we allowed to say that Thank you Kevin. It looks like the next Fed Chair will be Kevin Hasset"  
[X Link](https://x.com/amitisinvesting/status/1995949183136923769)  2025-12-02T20:12Z 294.3K followers, 354.8K engagements


"@joecarlsonshow $PLTR $HOOD $NVDA"  
[X Link](https://x.com/amitisinvesting/status/1996247819703717967)  2025-12-03T15:59Z 294.3K followers, 46K engagements


"$NVDA ITS HAPPENING JENSEN x JRE"  
[X Link](https://x.com/amitisinvesting/status/1996279695332278781)  2025-12-03T18:05Z 294.3K followers, 246.3K engagements


"$NVDA Jensen on the first time ever that Elon asked for his chips: "When I announced this thing nobody in the world wanted it. I had no purchase orders. Not not one. Nobody wanted to buy it. Nobody wanted to be part of it except for Elon.""  
[X Link](https://x.com/amitisinvesting/status/1996286494592430460)  2025-12-03T18:32Z 294.3K followers, 741.4K engagements


"$PLTR $NVDA This is a big big deal. Palantir has been working on problems around energy infrastructure for a LONG time. Many of us remember the work they have been doing for years with PG&E to manage wild fires. Well they officially are now building an operating system SPECIFICALLY to handle the complex supply chains and energy problems that arise when trying to bring the one thing online that trillions of dollars are being spent ondata centers. Who decides to be a founding partner with them on this None other than the company supplying the key asset for the AI ecosystem within these data"  
[X Link](https://x.com/amitisinvesting/status/1996618989405970561)  2025-12-04T16:33Z 294.3K followers, 304K engagements


"$META Meta cutting down the metaverse is literally one of the best things they could do. No one uses those products and losing $15B a year on it makes no sense. Rotating the money into capex is very bullish for the chip sector $NVDA $AMD but also might give investors more confidence that Zucks has a plan to monetize AI with more than just ads if he begins becoming more efficient on the allocation of capital leaving Reality Labs. $META +4% Right now its just a XX% cut and that could see $X of EPS growth alone in just 2026"  
[X Link](https://x.com/amitisinvesting/status/1996620017400451207)  2025-12-04T16:38Z 294.3K followers, 92.5K engagements


"$NFLX deal seems really good for them they would be getting timeless evergreen content Game of Thrones Friends Batman movies Question is if the regulators allow it if they dont theres a $6B breakup fee hard to imagine $NFLX got into this and agreed to that fee without thinking they could get the job done potential 2026 long"  
[X Link](https://x.com/amitisinvesting/status/1996971112677143023)  2025-12-05T15:53Z 294.3K followers, 158.2K engagements


"@MattWatson308 Sick :("  
[X Link](https://x.com/amitisinvesting/status/1998027149073391687)  2025-12-08T13:49Z 294.3K followers, 3287 engagements


"$NVDA $190s we missed you X Nvidias official response: "We applaud President Trump's decision to allow America's chip industry to compete to support high paying jobs and manufacturing in America. Offering H200 to approved commercial customers vetted by the Department of Commerce strikes a thoughtful balance that is great for America.""  
[X Link](https://x.com/amitisinvesting/status/1998155592922243382)  2025-12-08T22:19Z 294.3K followers, 244.1K engagements


"CATHIE WOOD $ARKK SELLS 124626 PALANTIR $PLTR SHARES BUYS DRAFT KINGS $DKNG & $AMD"  
[X Link](https://x.com/amitisinvesting/status/1833659553323610546)  2024-09-11T00:11Z 294.1K followers, 108.9K engagements


"@StockMarketNerd $GRND Grindr brother Monopoly on gay dating The real play is highly targeted dating with an affluent user base (gay men) willing to pay for subscriptions XX% growth YoY"  
[X Link](https://x.com/amitisinvesting/status/1913015714979381332)  2025-04-17T23:44Z 293.8K followers, 32.1K engagements


"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"  
[X Link](https://x.com/amitisinvesting/status/1923137171340337304)  2025-05-15T22:03Z 294.1K followers, 360.9K engagements


"in a world full of squares choose to be a $CRCL my goodness big win for crypto stablecoins & IPOs now not sure if they deserve to be worth $40B but if they are the defacto stablecoin company since people dont trust tether or is this just hype $CRCL +22%"  
[X Link](https://x.com/amitisinvesting/status/1935379246207353192)  2025-06-18T16:49Z 294.1K followers, 122.9K 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](https://x.com/amitisinvesting/status/1945892472728510895)  2025-07-17T17:04Z 293.8K followers, 365K 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](https://x.com/amitisinvesting/status/1954290968062288215)  2025-08-09T21:17Z 294K followers, 469.2K 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](https://x.com/amitisinvesting/status/1956809296307781955)  2025-08-16T20:04Z 294.1K followers, 637.1K 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](https://x.com/amitisinvesting/status/1971258921030668481)  2025-09-25T17:02Z 294.1K followers, 1.2M 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](https://x.com/amitisinvesting/status/1972997903560929637)  2025-09-30T12:12Z 294K followers, 357.1K 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 🙌"  
[X Link](https://x.com/amitisinvesting/status/1973783558842937438)  2025-10-02T16:14Z 294.3K followers, 351K engagements


"@StockMKTNewz i made an ETF individual account on $HOOD recently too i think I should finally start DCAing $SPY and $QQQ in it 😂"  
[X Link](https://x.com/amitisinvesting/status/1977545340275634546)  2025-10-13T01:22Z 294K followers, 31.2K engagements


"alright folks time to go down the rabbit hole the deputy secretary of defense for the US government is a person named Steve Feinberg Feinberg also co-founded a hedgefund called Cerberus Capital Management he was the CEO for XX years before leaving in March 2025 the hedgefund has a $100M position in $IONQ 2.4M shares starting to make way more sense now 😂 h/t @ALEXEIMARTOV for pointing me to this"  
[X Link](https://x.com/amitisinvesting/status/1981199159408374233)  2025-10-23T03:21Z 294.3K followers, 688.8K engagements


"$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them.""  
[X Link](https://x.com/amitisinvesting/status/1983246941606773130)  2025-10-28T18:58Z 294.3K followers, 550.5K engagements


"$META $NVDA The Meta XX% sell off feels weird for this one reason: How is the street giving Nvidia a $5T valuation on the backs of increased capex but at the same time punishing Meta for increasing capex I dont really get it. There are only a handful of companies that can buy $NVDA GPUs at the scale that the Mag X can. Meta is one of those companies. Jensens $500B in X quarters statement two days ago is largely fueled by companies like Meta that need to continue spending. $GOOGL and $MSFT also increased their capex guidance. So if the argument is $META is down because of being aggressive on"  
[X Link](https://x.com/amitisinvesting/status/1983921147545551205)  2025-10-30T15:37Z 294.2K followers, 359.8K engagements


"The next two deepdives are out These are on $GRAB and $NBIS. The $GRAB deepdive is a refined version of a thesis I wrote up a few months ago that many people may have already read. Nebius $NBIS is a name that has done exceptionally well for retail investors and is up 3x YTD. Given the AI revolution the datacenter space has become integral and it seems like Nebius will play a very important role in this sector. After doing the deepdive I do believe the company has a moat due to it's full stack vertically integrated advantage and it is becoming very clear why people are choosing this name as"  
[X Link](https://x.com/amitisinvesting/status/1985110513416610125)  2025-11-02T22:23Z 294.3K followers, 204.8K engagements


"$PLTR Tom Lee on Palantir's valuation: "I think Palantir is an example of what they call an n=1 business developing products that really seem like magic for the companies that use them. Palantir is opening up so many markets that if they were a venture capital firm they'd be getting carry for how they transform businesses. To me I think this is still a market discovering how to define the valuation model for Palantir but that doesn't mean its a bubble people would've said that about Tesla in 2018 since it looked incredibly expensive and Tesla has been a huge performer since then.""  
[X Link](https://x.com/amitisinvesting/status/1987977033201373354)  2025-11-10T20:13Z 294.1K followers, 475.5K engagements


"NEW YORK TIMES: - US prepares some tariff exemptions to lower food prices will include beef and citrus products - Trump has not made final decision on exemptions - Exemptions would apply to certain reciprocal tariffs looks like Trump is admitting grocery prices are too high"  
[X Link](https://x.com/amitisinvesting/status/1989107291665334276)  2025-11-13T23:05Z 293.9K followers, 135.2K engagements


"bulls have stepped in the goal for today was to stop the bleeding even if we end red if it's not as bad as the premarkets it's a win anything else like an actual green close is a cherry on top but dip buyers are trying to step in"  
[X Link](https://x.com/amitisinvesting/status/1989368716375838887)  2025-11-14T16:23Z 294.2K followers, 143.9K engagements


"$NVDA NVIDIA Q3 2025 EARNINGS: - $57B Revenues +62% YoY - $XXXX EPS +60% YoY - $51.2B Data Center Revenue +66% YoY - Q4 Revenue Guide: $63.7B$66.3B vs. $61.98B est. - XXXX% Gross Margins Jensen Huang: Blackwell sales are off the charts and cloud GPUs are sold out. Compute demand keeps accelerating and compounding across training and inference each growing exponentially. Weve entered the virtuous cycle of AI. The AI ecosystem is scaling fast with more new foundation model makers more AI startups across more industries and in more countries. AI is going everywhere doing everything all at once"  
[X Link](https://x.com/amitisinvesting/status/1991263435493974047)  2025-11-19T21:52Z 293.8K followers, 323.2K engagements


"$GOOGL Googles past X months: - Berkshire took a $5B stake - DOJ case dropped - Gemini X beats every model - Secures NATO cloud contract - 650M Gemini MAUs - Search revenue accelerates - Cloud growing XX% YoY - TPUs scaling aggressively Sundar plays to win. $GOOGL $330"  
[X Link](https://x.com/amitisinvesting/status/1993133302706733337)  2025-11-25T01:43Z 294.1K followers, 426.2K engagements


"so last week S&P was down X% and the biggest concern was AI bubble today S&P X% away from ATHs looks like a rate cut is happening retail stocks actually CHALLENGING the consumer is weak narrative and labor market is weak but not horrible as per jobless claims all of this while $NVDA is still down XX% from all time highs even after those earnings now trading at 25x 2026 earnings the largest company in the S&P is down but the S&P being up means we are broadening which is very healthy narratives can shift so quickly"  
[X Link](https://x.com/amitisinvesting/status/1993725943890776358)  2025-11-26T16:58Z 294.1K followers, 226.3K engagements


"@dustinthedad thats the $XX monthly charge to my robinhood gold card hahaha"  
[X Link](https://x.com/amitisinvesting/status/1995912949391667600)  2025-12-02T17:48Z 294.1K followers, 4617 engagements


"@RentYourStocks Basically the ability for an LLM to remember everything youve already told it/asked it which creates a very strong contextual response when you follow up and ask about different but related topics"  
[X Link](https://x.com/amitisinvesting/status/1995915997979509025)  2025-12-02T18:00Z 293.9K followers, 3480 engagements


"@accounting_ds @stocktalkweekly Itll be recorded and on X after"  
[X Link](https://x.com/amitisinvesting/status/1996211023658078365)  2025-12-03T13:32Z 294.1K followers, XXX engagements


"@tipsyincavalli @RealMattMoney @DividendStreams"  
[X Link](https://x.com/amitisinvesting/status/1996645008943075386)  2025-12-04T18:17Z 293.7K followers, 2840 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](https://x.com/amitisinvesting/status/1796626655978369193)  2024-05-31T19:35Z 294.3K followers, 57.1K 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](https://x.com/amitisinvesting/status/1971547960887710182)  2025-09-26T12:10Z 294.3K followers, 342.2K engagements


"$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world the Palantir Ontology." Oh. My. Goodness"  
[X Link](https://x.com/amitisinvesting/status/1983227805065195573)  2025-10-28T17:42Z 294.3K followers, 1.6M engagements


"$PLTR Palantir CEO Alex Karp responds to new short sellers: They are in the business of being skeptical and wrong we are in the business of giving an unfair advantage to American workers American war fighters and our investors"  
[X Link](https://x.com/amitisinvesting/status/1985707344211108093)  2025-11-04T13:54Z 294.3K followers, 429.8K engagements


"$NVDA NVIDIA UPGRADES ACROSS THE STREET FOLLOWING Q3: Evercore ISI Buy $XXX Melius Research Buy $XXX KGI Buy $XXX Baird Buy $XXX Barclays Buy $XXX Bernstein Buy $XXX Citi Buy $XXX BNP Buy $XXX JPMorgan Buy $XXX Stifel Buy $XXX KeyBanc Buy $XXX Wolfe Buy $XXX Jefferies Buy $XXX Goldman Buy $XXX Rosenblatt Buy $XXX Mizuho Buy $XXX William Blair Buy $XXX CITIC Buy $XXX Deutsche Bank Buy $XXX Morningstar Buy $XXX Morgan Stanley Buy $XXX Wedbush Buy $230"  
[X Link](https://x.com/amitisinvesting/status/1991493653114585193)  2025-11-20T13:07Z 294.3K followers, 314.8K engagements


"this type of rug pull has got to be historic bright green after a monster $NVDA earnings for about an hour and then one of the worst reversals across the market weve seen in a year feels like there is something deeper going on maybe its the fed maybe its bubble concerns but the velocity and magnitude of the reversal was pretty incredible"  
[X Link](https://x.com/amitisinvesting/status/1991586526787182952)  2025-11-20T19:16Z 294.3K followers, 696.1K engagements


"BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth billions as per The Information. Looks like Google has stepped into the picture when it comes to selling TPUs vs GPUs now $NVDA down after hours $GOOGL hitting all time highs"  
[X Link](https://x.com/amitisinvesting/status/1993092844299456935)  2025-11-24T23:02Z 294.3K followers, 1.3M engagements


"NVIDIA RESPONDS TO GOOGLES TPU DEAL WITH META Nvidia is a generation ahead of the industry and offers greater performance than any ASIC. Seems like the news was large enough for Nvidia to issue a statement $NVDA $META $GOOGL"  
[X Link](https://x.com/amitisinvesting/status/1993374041286361315)  2025-11-25T17:39Z 294.3K followers, 151.4K engagements


"Research scientist at $GOOGL Google DeepMind who works on TPU design about the $NVDA selloff today: The selloff shows how clueless the market is about hardware and the demand"  
[X Link](https://x.com/amitisinvesting/status/1993419803630207021)  2025-11-25T20:41Z 294.3K followers, 918.9K engagements


"Will be live with @stocktalkweekly tomorrow for a pitch your ticker edition of Equity Edge. Would like it to be a minimum $1B market cap company and youll have X minutes to pitch it and then take X min of questions. If youd like to join the que please DM me today it can be a popular ticker or a ticker that is lesser known but excited to hear pitches live tomorrow 🙌 Will be on at 12:30PM EST:"  
[X Link](https://x.com/amitisinvesting/status/1993496040754786780)  2025-11-26T01:44Z 294.3K followers, 51.4K engagements


"$NVDA $SNPS NVIDIA INVESTS $2B IN SYNOPSYS. - Multiyear collaboration combines Nvidia CUDA computing agentic/physical AI and Omniverse digital twins to deliver simulation speed and scale beyond traditional CPUs - The companies will also partner on engineering and marketing efforts to accelerate adoption of GPU-powered engineering solutions $SNPS +7%"  
[X Link](https://x.com/amitisinvesting/status/1995487484524863733)  2025-12-01T13:37Z 294.3K followers, 79.2K engagements


"$NVDA $GOOGL Jensen responds to concerns about Googles TPUs: Weve been competing against ASICs for an long time. Google has had them for a long time and they do a great job. What Nvidia does is much more versatile. We are everywhere. We are in every cloud. The Nvidia opportunity is just much larger. Morgan Stanley put out a report today saying that they forecast Alphabet selling approximately XX million TPUs over 20272028 nearly doubling its prior estimate of XXX millionwhere every 500000 TPUs sold could add $XX billion in revenue and $XXXX to $GOOGL earnings per share in 2027 alone"  
[X Link](https://x.com/amitisinvesting/status/1995535801459839322)  2025-12-01T16:49Z 294.3K followers, 358.2K engagements


"$HOOD ROBINHOOD ANNOUNCES PREDICTION MARKETS UPDATE FOR NOVEMBER: - November was the biggest month yet for Prediction Markets 3B contracts traded up +20% from October - XXX billion contracts have been traded all time - New event called "Robinhood Presents: YES/NO will be livestreamed on Dec 16th and cover AI + prediction markets updates Okay there is a lot to break down here. First off I have been studying the prediction markets industry obsessively over the past month. I am coming out with a long-form substack on my thoughts for the industry this week. I have concluded that most of the"  
[X Link](https://x.com/amitisinvesting/status/1995564233736565091)  2025-12-01T18:42Z 294.3K followers, 237.7K engagements


"$NVDA Wow. From Morgan Stanleys customer checks in Asia: Customers biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically. $NVDA is a buy. While the market is worried about an AI bubble the biggest concerns from customers on if they would be able to even procure enough Nvidia chips. Funny to see the datacenter names like $NBIS and $IREN move higher today almost as if the market is so scared about Nvidia that they are fine to buy the neoclouds plugging in all the Nvidia GPUs into the datacenters but not Nvidia itself 😂"  
[X Link](https://x.com/amitisinvesting/status/1995584894257234418)  2025-12-01T20:04Z 294.3K followers, 282.6K engagements


"$BTC Vanguard CEO in 2024: "We'll never offer Bitcoin ETFs we're not going to change our mind around this". In December 2025 on the first day of trading for Bitcoin ETFs on Vanguard the ETFs have just surpassed $1B in trading volumes within the first XX minutes of trading. Looks like all the older folks with wealth on Vanguard want some exposure to digital gold"  
[X Link](https://x.com/amitisinvesting/status/1995888361894985928)  2025-12-02T16:10Z 294.3K followers, 212.6K engagements


"Subscribed to ChatGPT after canceling it X months ago. Simple reason Memory. I now subscribe to Grok Claude and GPT. In my experience OpenAI has really nailed memory. Even with the non-paid version over the past few weeks it has understood the context of everything I have talked about and brought up things Ive discussed in the past when I didnt expect it to. When an LLM can make you feel like its listening to you and explicitly responds with the context of what youve previously said it does become a game changer for me. I think its inventible that I may just end up paying and using all X LLMs"  
[X Link](https://x.com/amitisinvesting/status/1995912380056736012)  2025-12-02T17:46Z 294.3K followers, 169.9K engagements


"FEAR AND GREED INDEX TRYING TO LEAVE EXTREME FEAR AFTER HITTING THE LOWEST LEVELS SINCE APRIL. Once again buying at the lows of the index ended up being a decent decision as the buy the dip mentality has continued to reward people. If we have a legitimate drawdown not sure if this index holds up but for these smaller pullbacks it has been relatively accurate. Did you buy any names during extreme fear Did not nail the absolute lows on these names but the main stocks I bought during November were $AMZN at $XXX and $NBIS at $92"  
[X Link](https://x.com/amitisinvesting/status/1995915500551827685)  2025-12-02T17:58Z 294.3K followers, 104.8K engagements


"$NVDA NVDA CFO ON THE OPENAI PARTNERSHIP: "Right now that $XXX billion does not include any of the work that we're doing right now on the next part of the agreement with OpenAI." So the $500B revenue in five quarters statement that Jensen made in GPT.does not include China OR any part of that massive OpenAI deal they announced at the end of September. Market continues to discount Nvidia on fears but the reality is that they are putting up earnings growth without major tailwinds if any of those tailwinds come back the growth could be much stronger than even the most bullish of analysts which"  
[X Link](https://x.com/amitisinvesting/status/1995934465642954808)  2025-12-02T19:13Z 294.3K followers, 110.5K engagements


"Will be live with @stocktalkweekly today for another pitch your ticker edition of Equity Edge. Would like it to be a minimum $1B market cap company and youll have X minutes to pitch it and then take X min of questions. If youd like to join the que please DM me today. It can be a popular ticker or a ticker that is lesser known but excited to hear any pitches live tomorrow 🙌 Will be on at 12:30PM EST:"  
[X Link](https://x.com/amitisinvesting/status/1996209640435064941)  2025-12-03T13:27Z 294.3K followers, 33.4K engagements


"so the $MSFT hit piece that took down the entire market for X minutes today was summed up as copilot sucks thanks for letting us knownext. 😂😂😂😂"  
[X Link](https://x.com/amitisinvesting/status/1996234495226163466)  2025-12-03T15:06Z 294.3K followers, 390.6K engagements


"$MSFT MICROSOFT RESPONDS: The company has not lowered sales quotes/targets for its salespeople. Something needs to be done for these news publications citing anonymous sources for these AI headlines"  
[X Link](https://x.com/amitisinvesting/status/1996245002930753760)  2025-12-03T15:47Z 294.3K followers, 320K engagements


"$PLTR Alex Karp is a national treasure"  
[X Link](https://x.com/amitisinvesting/status/1996561789216252386)  2025-12-04T12:46Z 294.3K followers, 96.1K engagements


"$HOOD I GOT IN TIME FOR A NEW BANKING EXPERIENCE"  
[X Link](https://x.com/amitisinvesting/status/1996646665701544377)  2025-12-04T18:23Z 294.3K followers, 277.7K engagements


"@DataDInvesting @SoFi_Insider Margin incentivizes gambling. SoFi should ban it. :)"  
[X Link](https://x.com/amitisinvesting/status/1996675318120362397)  2025-12-04T20:17Z 294.3K followers, 6478 engagements


"S&P XXX INCLUSION DECEMBER 2025: Included: Carvana $CVNA Comfort Systems $FIX CRH PLC $CRH Removed: $LKQ Solstice $SOLS Mohawk Industries $MHK No Reddit SoFi or Microstrategy"  
[X Link](https://x.com/amitisinvesting/status/1997072900223107248)  2025-12-05T22:37Z 294.3K followers, 183.7K engagements


"$PLTR For the past X days people thought they were actually cool to make fun of someone who isnt sitting still or thinking faster than they can talk. As someone who quite literally relates to speaking much faster than I can think which many times has resulted in me sounding unconventional publicly it was laughable to see people dunk on someone who built a top XX company on the planet because hes different. Guess what Your unconventional and idiosyncratic tendenciesare your superpower. Hard to make it in life if you are the same as everyone else. For all the people who can relate to someone"  
[X Link](https://x.com/amitisinvesting/status/1997724269426458931)  2025-12-07T17:45Z 294.3K followers, 448.7K engagements


"$HOOD Global domination Robinhood enters Indonesia So many markets they havent even began to enter yetmany that would love the UX that Robinhood provides. The bull case is democratized financial services across the entire world. LFG"  
[X Link](https://x.com/amitisinvesting/status/1997837923023294718)  2025-12-08T01:17Z 294.3K followers, 195.2K engagements


"TRUMP: WILL BE SIGNING A ONE RULE AI EXECUTIVE ORDER THIS WEEK this administration is going to keep making things easier for AI to flourish"  
[X Link](https://x.com/amitisinvesting/status/1998024299626815660)  2025-12-08T13:38Z 294.3K followers, 150.7K engagements


"$PSKY Paramount launching an all cash offer valuing $WBD enterprise value at $108B over Netflixs $72B deal 😂 these guys are really duking it out for Harry Potter. if anything it goes to show why $GOOGL will keep winning YouTubes user generated content has $X cost with the best algos in the world to distribute that content Netflix still trades at a XX P/EI think it gets more attractive near the $80s if it gets there (big if since its viewed as a consumer defensive) but ironically losing this deal can shoot it up Trump over the weekend said the $NFLX deal may gave hurdles but he also just said"  
[X Link](https://x.com/amitisinvesting/status/1998042971984347470)  2025-12-08T14:52Z 294.3K followers, 87.5K engagements


"$NVDA bought back every single short call I had on Nvidia two weeks ago around $170-$175 all for slight profits some were as deep as Dec 2027 I am letting these shares ride naked now as I do think by end of year we get near $XXX after those earnings we should be there but the bubble concerns are whats holding her back another beat and raise quarter might make it undeniable but the longer it stays in the $180s the more attractive the forward multiples look if you believe they will put up that EPS growth"  
[X Link](https://x.com/amitisinvesting/status/1998044097337053439)  2025-12-08T14:56Z 294.3K followers, 99.4K engagements


"$NVDA TRUMP OFFICIALLY LETS NVIDIA SELL INTO CHINA. Details from his latest Truth Social post: - I have informed President Xi of China that the United States will allow NVIDIA to ship its H200 products to approved customers in China and other Countries under conditions that allow for continued strong National Security. - XX% will be paid to the United States of America. - This policy will support American Jobs strengthen U.S. Manufacturing and benefit American Taxpayers. - NVIDIAs U.S. Customers are already moving forward with their incredible highly advanced Blackwell chips and soon Rubin"  
[X Link](https://x.com/amitisinvesting/status/1998146021696647169)  2025-12-08T21:41Z 294.3K followers, 322.9K engagements


"either pre-FOMC pump or getting ready to get rug pulled 🥶 $BTC $ETH"  
[X Link](https://x.com/amitisinvesting/status/1998431456285106654)  2025-12-09T16:36Z 294.3K followers, 105.1K engagements


"@federalreserve yall cutting rates"  
[X Link](https://x.com/amitisinvesting/status/1998455519216906516)  2025-12-09T18:11Z 294.3K followers, 39.2K engagements


"$PLTR BREAKING: The US Navy has announced a $XXX million strategic investment in the Shipbuilding Operating System (Ship OS) to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base. Ships OS will leverage Palantirs software to bring modern best practices to the complex data heavy environment of Navy shipbuilding. We are seeing a MASSIVE level of infrastructure and software investments from the US Government. Palantir seems to keep winning these contracts as their operating-system model is being implemented across various parts of the"  
[X Link](https://x.com/amitisinvesting/status/1998520830083420267)  2025-12-09T22:31Z 294.3K followers, 171.4K engagements