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Amit Kukreja

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Amit Kukreja

IREN, OPENDOOR, AIRBNB, ARCHER, DRAFTKINGS + MORE EARNINGS | MARKET CLOSE

11/6/2025, 8:36:13 PM
Open summary
Economic Summary
  • Tesla (TSLA) was founded to accelerate sustainable energy and has driven industry adoption of electric vehicles, battery packs, and solar technologies, reinforcing its leadership position and ecosystem advantages.
  • Electric vehicles have shifted from niche to prevalent status; the speaker cites the Model Y as the number-one selling car globally, implying strong consumer demand and production scale benefits for TSLA.
  • The company is reframing its mission toward 'sustainable abundance' and explicitly calling out AI and robotics, suggesting a strategic pivot that could materially expand its total addressable market beyond autos into robotics and AI-enabled services.
  • Convergence of EVs, battery storage, solar, and AI/robotics implies potential integrated product and service opportunities, which could improve margins, diversify revenue, and influence long-term capital allocation for TSLA.
Bullish
  • Tesla has led EV, battery, and solar adoption, showing clear market leadership.
  • Model Y is described as the world's top-selling car, indicating strong demand and scale.
  • Tesla is expanding into AI and robotics with an updated mission, potentially opening new revenue streams.
Bearish

No bearish cases captured.

Amit Kukreja

ROBINHOOD CRUSHES EARNINGS, JENSEN HAS A BIG WARNING, THE CONSUMER MAY BE WEAKENING | MARKET OPEN

11/6/2025, 3:18:39 AM
Open summary
Economic Summary
  • Outlook: 2026 is expected to be somewhat bearish and choppy, suggesting investors should be cautious and selective with risk exposure.
  • Meta (META) is spending heavily on GPUs and other CapEx with unclear returns; advertising remains the only reliably monetized business, so capital allocation risks are elevated.
  • AI compute economics favor cloud providers — Amazon (AMZN), Google (GOOGL), and Microsoft (MSFT) — because many AI workloads will run on their infrastructure, capturing much of the ROI.
  • Robinhood (RH) is trading down sharply (speaker feels decline may be overdone), while smaller AI/quantum names like D‑Wave are also showing notable downside, indicating sector volatility.
Bullish
  • Cloud providers will capture most AI compute demand.
  • Microsoft's Copilot/OpenAI ties create monetization pathways.
  • Google's Gemini and cloud strength give competitive advantages over Meta.
Bearish
  • Meta's CapEx lacks a clear ROI and appears driven mainly by ads, raising capital allocation concerns.
  • Meta's AR glasses are a high‑risk bet unlikely to become mainstream computing.
  • Robinhood (RH) is experiencing heavy selling pressure and share weakness.
  • Smaller AI/quantum names like D‑Wave show volatile downside, signaling investor skittishness.
Amit Kukreja

ROBINHOOD Q3 2025 EARNINGS

11/5/2025, 4:54:55 PM
Open summary
Economic Summary
  • Several consumer-facing companies (DoorDash - DASH, e.l.f. - ELF, Chipotle - CMG) missed EPS, suggesting weakening consumer demand and pressure on discretionary spending.
  • Restaurant operators face a shift to deep discount-seeking behavior—management commentary likened current consumer discounting to the Great Recession, which implies margin and traffic risk for dining concepts (e.g., CAVA).
  • Fintech Chime reports improving unit economics: adjusted EBITDA margin at 8% with a target toward 35%, improving loss rates on a small credit product, and rising transaction spend, but remains cyclically exposed if a recession occurs.
Bullish
  • Chime showing improving economics: higher transaction margins and better credit loss trends.
  • Chime aiming to expand adjusted EBITDA margin from 8% toward 35%.
Bearish
  • Multiple consumer-facing names missed EPS, signaling consumer weakness in discretionary spending.
  • Restaurants facing deep discount-seeking consumers, likened to behavior during the Great Recession.
  • Chime is cyclical and could deteriorate sharply in a recession despite current improvements.
Amit Kukreja

ADP PRIVATE PAYROLLS, AMD EARNINGS, CRYPTO TRIES TO RECOVER | MARKET OPEN

11/5/2025, 1:35:16 PM
Open summary
Economic Summary
  • Short-term volatility is normal and expected for investors with a multi-year (3–5 year) outlook; a 10–15% pullback is framed as healthy rather than catastrophic.
  • Ethereum has experienced similar significant drawdowns over five-year periods, underscoring crypto's cyclical risk and the importance of long-term allocation discipline.
  • The discussed company (DMNR) reported a standout quarter reminiscent of Nvidia's 2024 results, and speakers expect an S-curve of revenue or adoption over the next 2–3 years, indicating potential strong growth.
Bullish
  • Outstanding quarterly results suggest a multi-year S-curve growth trajectory for the company.
  • Long-term investing thesis (3–5 years) makes short-term volatility largely irrelevant.
  • Performance is comparable to Nvidia's 2024 run, implying substantial upside potential.
Bearish
  • Short-term volatility can produce 10-15% dumps, hurting near-term holders.
  • Ethereum has shown significant historical drawdowns, implying crypto risk persists.
  • Rapid prior gains can create valuation risk after big run-ups.
Amit Kukreja

AMD, SMCI, TEMPUS, ANET, RIVN, ZETA, AXON, PINS + MORE EARNINGS | MARKET CLOSE

11/4/2025, 7:14:43 PM
Open summary
Economic Summary
  • Large hyperscalers are signaling continued demand for more compute capacity; firms with power, infrastructure, and software stacks (e.g., NEBIUS, CORIUM) are positioned to benefit, suggesting opportunity for data-center focused equities.
  • The Microsoft–IREN deal is market-affirming for IREN, supplying customer momentum, GPU demand, and partner support (Dell), which should boost IREN's visibility in the data-center space despite short-term stock volatility.
  • Investor behavior in the call: participants described purchases of NEBIUS and CORIUM as dip buys and not overly aggressive, indicating cautious allocation with cash reserves available for future opportunities.
Bullish
  • Hyperscalers' growing compute demand should benefit companies with power, infrastructure, and software stacks like NEBIUS.
  • CORIUM can similarly gain from increased demand for scaled data-center solutions.
  • The Microsoft–IREN deal validates IREN, bringing Microsoft as a customer, GPU demand, and partner support from Dell.
Bearish
  • IREN's stock showed a volatile reaction to the Microsoft deal, spiking then retreating.
  • Purchases described as 'dip buys' imply limited conviction and potential for short-term pullbacks.
Amit Kukreja

BIG EARNINGS, BURRY IS SHORT, GOV SHUTDOWN FEARS, MARKETS GET HIT | MARKET OPEN

11/4/2025, 12:26:30 PM
Open summary
Economic Summary
  • Markets are showing resiliency and a V-shaped recovery pattern, holding up despite several potentially negative narratives.
  • Labor data is uncertain: weekly jobless claims haven't been released for five weeks and JOLTS (BLS) data may also be delayed, which could distort labor market readings and investor responses.
  • A government reopening expected by the end of the week (per a representative on CNBC) could reduce political risk and act as a positive catalyst for markets.
Bullish
  • Multiple analysts sharply raised Palantir price targets (e.g., BofA 255).
  • Representative confident government will open by week’s end, which could boost markets.
Bearish
  • Missing weekly jobless claims for five weeks increases data uncertainty and could unsettle markets.
  • Various narratives could still take down the market despite current resiliency and V-shaped moves.
Amit Kukreja

Our Raw Reaction To Palantir's Incredible Q3 Earnings

11/4/2025, 1:17:12 AM
Open summary
Economic Summary
  • Palantir (PLTR) reported broad acceleration across segments in Q3 2025, nearing multi-billion revenue targets and showing outsized growth from top clients (top 20 customers now ~43% of revenues, growing ~38% YoY), implying strong value capture but concentrated exposure.
  • Management emphasized AIFDs and the new AI Hivemind product that claim to compress legacy data transformations from years to days, which could materially increase deployment velocity, customer interactions, margins, and the firm’s ability to charge value-linked fees.
  • The call highlighted significant runway: only 911 customers have been onboarded versus thousands who could benefit, suggesting continued customer-add and expansion opportunities if conversion rates and new product rollouts sustain.
  • Competitive context: hosts argued incumbents like Snowflake (SNOW) and Databricks (DATABRICKS) appear to be stalling, potentially shifting enterprise demand toward value-focused AI solutions, while GPU partnerships (NVDA) may accelerate product performance and adoption.
Bullish
  • AIFDs and AI Hivemind can cut multi-year projects to days, boosting throughput
  • Revenue accelerating across segments with top customers growing ~38% YoY
  • Large addressable customer base (911 customers so far) implies runway
  • Partnerships around GPUs (e.g., NVDA) may enhance product capabilities and demand
Bearish
  • Top-20 customers account for 43% of revenue, creating concentration risk
  • High growth could normalize if AIFD rollouts or pilot conversions underdeliver
  • Competitors like Snowflake and Databricks may pressure win rates or pricing
Amit Kukreja

Robinhood Q3 2025 Earnings This Week | Tech Bros

11/3/2025, 10:19:56 PM
Open summary
Economic Summary
  • Prediction-market trading volumes have surged: examples cited include 20–25M contracts on a Robinhood slide, Kalshi reporting ~60M overall, and a single Kalshi contract hitting nearly 88M, implying rapidly growing liquidity and user engagement in event-based markets (companies: HOOD, KALSHI).
  • If Robinhood (HOOD) is responsible for roughly a third of Kalshi's volume on major sports contracts, that suggests a meaningful new revenue and engagement channel that could scale across multiple sports and event types.
  • However, volume attribution is uncertain; confirming whether visible volumes are Robinhood's is crucial because ambiguity materially affects the growth thesis for HOOD and the competitive dynamics with Kalshi (KALSHI).
Bullish
  • Prediction-market volumes could ramp quickly, creating large transactional growth opportunities for platforms.
  • Single-contract spikes (up to ~88M on Kalshi) show strong demand across sports markets.
  • Robinhood appearing to handle roughly one-third of visible volume implies rapid share gains if confirmed.
Bearish
  • Unclear whether the observed volume is actually Robinhood's — data clarity lacking.
  • Kalshi may capture the bulk of prediction-market volume, limiting Robinhood's share.
  • If Robinhood isn't producing the volume, the fast-growth thesis for HOOD weakens.
Amit Kukreja

PALANTIR Q3 2025 EARNINGS

11/3/2025, 5:00:01 PM
Open summary
Economic Summary
  • Palantir (PLTR) underwent pivotal shifts — AIP (June 2023) and bootcamps — that improved go-to-market execution and turned visibility into faster deal conversion and scaling.
  • High-profile endorsements and interactions (Jensen Huang's praise; Alex Karp meeting with Donald Trump) increased inbound interest from companies and governments, likely translating into additional sales opportunities for PLTR.
  • Previously the company relied on long pilots and struggled to monetize visibility; new initiatives like bootcamps and AIFD streamline deployment and sales, reducing friction and improving revenue prospects.
Bullish
  • AIP and bootcamps materially improved Palantir's sales conversion
  • High-profile endorsements and government interest boost inbound leads
  • Product maturation positions Palantir for AI-driven growth
Bearish
  • Historically struggled to convert visibility into revenue due to long pilots
  • Past 'toxic' publicity risked harming customer adoption and sales momentum
Amit Kukreja

NVIDA GETS TO SELL TO THE UAE, IREN MAJOR MICROSOFT DEAL, PALANTIR EARNINGS TODAY | MARKET OPEN

11/3/2025, 1:17:57 PM
Open summary
Economic Summary
  • The main bottleneck in the AI infrastructure buildout is power and data center shells, not a compute chip glut; without sufficient power or ready facilities, GPUs can sit unused, delaying revenue realization for chip makers like NVDA and creating demand for power solutions such as BE.
  • Supply-chain dynamics are hard to predict because demand for AI hardware is volatile; even with ample chips, the pace of data center construction near power sources determines how quickly capacity becomes usable.
  • Ultimately, hyperscaler purchases depend on end-customer ROI for AI services; NVIDIA's future sales hinge less on raw supply and more on whether AI deployments deliver measurable returns that justify continued investment.
Bullish
  • Longer-term buildout will require huge additional power infrastructure, benefiting energy infrastructure providers.
  • NVIDIA maintains a large addressable opportunity and rising analyst estimates support continued demand over time.
Bearish
  • Power constraints could leave GPUs idle, slowing AI deployments and denting hardware demand.
  • If hyperscalers don't see clear ROI from AI services, they may cut future NVIDIA purchases.
Amit Kukreja

TRUMP CONFIRMS A US CHINA DEAL, PALANTIR EARNINGS TOMORROW, NOVEMBER BEGINS | MARKET FUTURES

11/3/2025, 12:12:24 AM
Open summary
Economic Summary
  • When stocks run up sharply into earnings (e.g., the session mentioned where a name ran up to 125), much of the expected move is often priced in, so companies must beat already-high expectations to move the stock higher.
  • Operational results can be overshadowed by non-operational items: Meta reported 26% EPS growth but still fell due to a tax charge, illustrating how tax or one-time items can drive stock performance independent of core earnings (META).
  • Earnings season produces heightened volatility and surprise risk, as shown by Robinhood's big miss and subsequent 29% drop, emphasizing the importance of cautious positioning before reports (HOOD).
Bullish
  • AMD and SMCI face a potentially massive earnings week with upside if they beat expectations.
  • Palantir (PLTR) likely avoids Meta-style tax issues, reducing one downside risk.
  • Strong EPS growth can still indicate durable fundamentals despite volatility.
Bearish
  • Pre-earnings run-ups can price in expected moves, leaving little upside and raising downside risk.
  • Non-operational items like tax charges can wipe out gains despite strong EPS (e.g., META).
  • Earnings misses can trigger large, abrupt selloffs (example: HOOD missed and plunged).
Amit Kukreja

An Exclusive Interview With The Man Who Spent 5 Years Studying Palantir's Alex Karp

11/1/2025, 9:00:18 PM
Open summary
Economic Summary
  • Palantir (PLTR) sells analytics software that helps organizations use their own data rather than collecting or monetizing user data, differentiating it from consumer ad-driven firms like Meta (META) and Google (GOOGL).
  • Palantir's long road to profitability (first profitable quarter only in 2022) created investor skepticism, but recent share-price surges and a retail investor base transformed public recognition and valuation.
  • The company is deeply embedded across U.S. government agencies and in geopolitically significant deployments (e.g., Israel, Ukraine), implying large government TAM and upside if it becomes a standard 'operating system' for agencies.
Bullish
  • PLTR's software is highly regarded by customers and can unlock value from customers' own data, not by hoovering data.
  • Deep entrenchment in US government systems gives PLTR large addressable market and potential to become a de facto infrastructure provider.
  • Real-world deployments (e.g., Israel, Ukraine) and statesman-like CEO profile raise credibility and strategic demand.
Bearish
  • Palantir (PLTR) is linked publicly to surveillance and immigration enforcement, raising reputational and political risk that can deter customers.
  • Association with Peter Thiel and Trump-era policies fuels activist backlash and media scrutiny, harming brand and adoption.
  • Long period without profitability (first profitable quarter only in 2022) left institutional investors skeptical for years.
Amit Kukreja

PALANTIR CROSSES $200 A SHARE, EARNINGS MONDAY | Palantir Weekly

11/1/2025, 1:10:56 AM
Open summary
Economic Summary
  • With current interest rates, firms can 'farm yield' by investing cash in treasury instruments; as rates fall, yields on these holdings will decline, making cash deployment decisions more important for corporate returns.
  • Companies should avoid burning cash unnecessarily — preserving cash and earning short-term yield is prudent until clearer high-return investment opportunities emerge.
  • Palantir's FedStart and government-facing insights give it early visibility into potential winners in the public-sector tech ecosystem, enabling strategic stakes or acquisitions aligned with its mission.
  • Market structure is concentrated: with fewer meaningful public companies (Tom Lee's point), capital chases a small set of names, supporting valuation premiums for companies seen as category leaders.
Bullish
  • Palantir is executing and has large long-term TAM with significant upside.
  • Management can farm yield on cash instead of burning it, preserving optionality.
  • Rocket Lab and Robinhood demonstrate prior asymmetric returns from early conviction.
Bearish
  • Stock could retrace from recent highs (e.g., $200) down to ~$150.
  • Valuation may be extended despite execution; downside if growth disappoints.
  • Hard to find another company that replicates Palantir's asymmetric upside.
Amit Kukreja

THE STOCK MARKET CLOSES OUT OCTOBER | MARKET CLOSE

10/31/2025, 6:58:56 PM
Open summary
Economic Summary
  • The speaker advocates consistent small investments (dollar-cost averaging) every paycheck rather than waiting for a large lump sum, arguing this builds wealth over time and increases chances of compounding.
  • Retail broker platforms such as Robinhood (HOOD) and traditional brokers like Fidelity reduce friction and make automated recurring buys easier, encouraging regular portfolio contributions and higher retail participation.
  • Keeping minimal cash in checking accounts and allocating spare funds to investments is recommended to enforce discipline, reduce idle cash drag, and prioritize investing toward long-term financial goals.
Bullish
  • Regular dollar-cost averaging improves long-term returns.
  • Broker apps like Robinhood lower barriers to investing.
  • Automating paycheck contributions enforces disciplined investing.
Bearish

No bearish cases captured.

Amit Kukreja

AMAZON CRUSHES IT, NETFLIX SPLITS 10-1, EARNINGS CONTINUE STRONG | MARKET OPEN

10/31/2025, 12:33:20 PM
Open summary
Economic Summary
  • Market breadth shows momentum with multiple tech names moving higher (e.g., HOOD, GOOG, CRWD, COIN), indicating risk-on sentiment in the short term.
  • Amazon (AMZN) is a notable driver as AWS grew and fueled a roughly 12% stock spike, suggesting cloud recovery materially impacts corporate valuations.
  • Macro datapoints: Chicago PMI was recently released; expected consumer confidence data appears delayed, adding near-term data uncertainty for sentiment.
  • Commentary argues the bull market has 'spoiled' some investors, but sees healthy dynamics where stocks still react appropriately to earnings results.
Bullish
  • Robinhood (HOOD) shows momentum and management (Vlad Tenev) may deliver a strong quarter.
  • Amazon (AMZN) rally on AWS cloud comeback and reported AWS growth.
  • Coinbase (COIN) strong intraday jump suggests renewed investor interest.
  • CrowdStrike (CRWD) posting gains, reflecting demand in cybersecurity.
Bearish
  • Valuations may not sustain higher premiums if the market refuses to reward them.
  • Earnings misses can drive stocks down despite overall market momentum.
  • Crypto-related equities like COIN remain volatile after large intraday moves.
Amit Kukreja

AMAZON, APPLE, COINBASE, REDDIT, MSTR + MORE EARNINGS | MARKET CLOSE

10/30/2025, 6:18:40 PM
Open summary
Economic Summary
  • Amazon (AMZN) reported a significant earnings beat: EPS of 1.95 versus 1.57 consensus (a $0.40 beat) and revenue roughly 180 versus 177, a roughly $3 billion beat; EPS was up 36% year-over-year and revenue up 13% year-over-year, signaling solid underlying growth.
  • The market reacted strongly in real time, with AMZN jumping about 8% intraday to roughly $242, though the speaker emphasized uncertainty about whether those levels can be sustained into the close.
Bullish
  • Large earnings beat on EPS and revenue suggests fundamental strength.
  • Strong year-over-year EPS and revenue growth supports continued upside.
Bearish
  • Intraday gains may be a head fake and might not hold into the close.
  • Rapid move higher could invite profit-taking and a pullback after the earnings pop.
Amit Kukreja

US CHINA DEAL IS HERE, BIG TECH EARNINGS CRUSH, PALANTIR HITS $200 | MARKET OPEN

10/30/2025, 12:28:20 PM
Open summary
Economic Summary
  • Roblox (RBLX) experienced an ~11% intraday drop after a company call, implying negative investor reaction to guidance or management commentary and near-term platform or engagement concerns.
  • The US-China meeting left unresolved whether advanced NVIDIA (NVDA) chip exports to China will be allowed; export restrictions could materially reduce NVDA sales in China, disrupt AI hardware supply chains, and force strategic shifts.
  • Ratcheting geopolitical tensions — including discussion of resumed US nuclear testing and fraught diplomacy — elevate market risk premia and disproportionately threaten companies with China exposure, especially tech hardware and China-facing apps.
Bullish
  • NVIDIA remains leader in advanced chips with direct engagement from government
  • US-China meeting proceeded as planned, reducing immediate escalation risk
Bearish
  • Roblox down ~11% after a company call, signaling investor concern
  • Potential US export controls could limit NVIDIA sales to China
  • Unresolved US-China tensions and nuclear rhetoric raise market geopolitical risk
Amit Kukreja

NVIDIA ALL TIME HIGHS, CHINA IS BUYING SOYBEANS, FOMC MEETING, BIG TECH EARNINGS | MARKET OPEN

10/29/2025, 12:29:55 PM
Open summary
Economic Summary
  • Widespread GPU shortages (driven largely by demand for NVIDIA NVDA chips) are preventing major cloud providers from satisfying compute demand, constraining short-term revenue growth across cloud businesses (Microsoft MSFT, Amazon AMZN).
  • AWS reportedly has roughly a 25% 'burning backlog' on GPUs, meaning unmet customer requests and missed revenue; this backlog stresses capex budgets and forces cost reductions.
  • Because AWS contributes outsized margins to Amazon AMZN, an inability to procure more chips suppresses AWS growth (recently ~18% YoY) and pressures management to cut fixed costs to meet investor margin expectations.
Bullish
  • NVIDIA enjoys very strong demand for GPUs powering AI workloads.
  • Google's TPU availability gives it an edge over GPU-constrained rivals.
  • AWS has historically high-margin AWS business that can rebound if supply improves.
Bearish
  • GPU shortages limit cloud providers' ability to fulfill customer demand, constraining revenue.
  • AWS's ~25% GPU backlog is causing missed revenue and capex overspending.
  • High GPU costs are forcing companies (e.g., AMZN) to cut fixed costs and lay off workers.
Amit Kukreja

NVIDA HITS $200, KARP TAKES THE STAGE WITH JENSEN, THE AI REVOLUTION CONTINUES | MARKET CLOSE

10/28/2025, 7:09:52 PM
Open summary
Economic Summary
  • Earnings season creates high volatility and emotional trading reactions; speakers describe earnings as fun but 'gut-wrenching', highlighting short-term swings for company stocks including SOFI.
  • Speakers observed a sharp drop that was then backstopped and recovered, underscoring how intraday liquidity or interventions can quickly reverse perceived price collapses.
Bullish
  • Stocks can be backstopped and rebound quickly after sharp drops.
  • Positive market reaction can follow an initial earnings scare for companies like SoFi.
Bearish
  • Earnings events can trigger violent drawdowns and gut-wrenching selloffs.
  • Company-specific earnings (e.g., SoFi) may be tedious and underwhelm investors.
Amit Kukreja

NVDA GTC 2025 LIVE | JENSEN HUANG SPEAKS

10/28/2025, 2:50:00 PM
Open summary
Economic Summary
  • AI will supercharge productivity across industries, increasing demand for AI ASICs, systems, and enterprise software and shifting capital and labor allocation toward AI-enabled technologies.
  • AI also magnifies cybersecurity challenges ('bad AIs'), creating a clear growth opportunity for cybersecurity firms like CrowdStrike (CRWD) to supply fast cloud and edge AI detection agents.
  • Partnerships with enterprise data platforms such as Palantir (PLTR) to accelerate large-scale processing of structured, unstructured, and human-recorded data indicate rising spending on AI infrastructure and government tech deployments.
Bullish
  • CrowdStrike (CRWD) gains demand as defender against AI-driven threats.
  • Palantir (PLTR) accelerates enterprise data processing at massive scale.
  • AI partnerships boost enterprise productivity and edge computing demand.
Bearish
  • Adversarial AI may outpace defenders, raising cyber risk.
  • Edge/on-prem deployment complexity could limit CrowdStrike (CRWD) effectiveness.
  • Palantir (PLTR) faces privacy, scaling, and government-dependence risks.
Amit Kukreja

SOFI, PAYPAL, UNH EARNINGS | MARKET OPEN

10/28/2025, 3:14:10 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Robinhood Tries to Get Back to All Time Highs, Markets Love The China Announcements | Tech Bros

10/27/2025, 7:08:25 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Palantir Gets a MASSIVE New Deal, Tesla Gets Upgraded, China Deal May Be Coming Soon | Daily Recap

10/28/2025, 1:50:33 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

PALANTIR HITS ALL TIME HIGHS, MARKETS CONTINUE STRENGTH, EARNINGS AFTER THE BELL | MARKET CLOSE

10/27/2025, 7:13:40 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

PALANTIR NEW DEAL, TESLA UPGRADED, CHINA DEAL LIKELY, S&P NEW ALL TIME HIGHS | MARKET OPEN

10/27/2025, 11:37:43 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

IT LOOKS LIKE WE MAY HAVE A DEAL | MARKET FUTURES

10/26/2025, 8:12:17 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CPI, ORACLE TAKES ON 40B OF DEBT, TRUMP IS MAD AT CANADA, EARNINGS CONTINUE TO CRUSH | MARKET OPEN

10/24/2025, 12:04:05 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Palantir $200M CONTRACT, Oracle Financing $40B OF Data Centers, Tesla Earnings | Daily Recap

10/24/2025, 1:34:06 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

S&P NEAR ALL TIME HIGHS, INTEL AND FORD EARNINGS, MARKETS GO GREEN | MARKET CLOSE

10/23/2025, 7:07:31 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TESLA EARNINGS, TRUMP MAY INVEST IN QUANTUM, CHINA NEGOTIATIONS CONTINUE | MARKET OPEN

10/23/2025, 11:46:46 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TESLA REPORTS Q3 2025 EARNINGS | ELON MUSK SPEAKS

10/22/2025, 11:32:08 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

BEYOND MEAT UP 200%, TESLA EARNINGS TODAY, GOOGLE NEW DEALS | MARKET OPEN

10/22/2025, 4:12:16 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

OpenAI Goes After Google, Gold's WORST DAY Since 2013, Nuclear Stocks Get HIT HARD | Daily Recap

10/22/2025, 12:03:20 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NETFLIX KICKS OFF BIG TECH EARNINGS, TECHNICAL TUESDAY | MARKET CLOSE

10/21/2025, 10:13:41 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

GOOGLE FORCES NVIDIA TO MAKE A DEAL, BIG EARNINGS TODAY | MARKET OPEN

10/21/2025, 3:44:45 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

S&P CLOSE TO ALL TIME HIGHS AND FROTHY STOCKS ARE RED | MARKET CLOSE

10/20/2025, 9:28:26 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TRUMP WANTS A CHINA DEAL, TECH EARNINGS START THIS WEEK | MARKET OPEN

10/20/2025, 3:15:10 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CPI THIS WEEK, TESLA & NFLX EARNINGS, CHINA NEGOTIATIONS CONTINUE | MARKET FUTURES

10/20/2025, 1:48:59 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

AN ABSOLUTELY CRAZY FRIDAY THAT MIGHT END GREEN | MARKET CLOSE

10/17/2025, 9:53:10 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

REGIONAL BANKS CREATING ISSUES, TRUMP CHANGES HIS STANCE ON CHINA | MARKET OPEN

10/17/2025, 3:21:25 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Regional Banks CRASH, Tom Lee Gets a $90 UPGRADE, Palantir Works With Snowflake | Daily Recap

10/16/2025, 11:35:28 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

REGIONAL BANKS GET CRUSHED & TAKE THE MARKET DOWN WITH THEM | MARKET CLOSE

10/16/2025, 9:14:31 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TSM CRUSHES EARNINGS, META TAKES ANOTHER APPLE EXEC, EARNINGS CONTINUE STRONG | MARKET OPEN

10/16/2025, 3:18:52 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Bessent Gets ANGRY At China, Nvidia Gets A MASSIVE UPGRADE, Amazon Is Now CHEAP | Daily Recap

10/16/2025, 12:18:39 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CHINA TENSIONS CONTINUE, AMD UP 10%, UNITED EARNINGS | MARKET CLOSE

10/15/2025, 9:51:37 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

SOYBEANS TRY TO MESS UP THE FUN, POWELL GOES DOVISH, EARNINGS CONTINUE STRONG | MARKET OPEN

10/15/2025, 3:22:34 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Palantir Gets A $200 UPGRADE, Powell Goes SUPER BULLISH, Trump CHINA Tensions Continue | Daily Recap

10/15/2025, 12:06:01 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

POWELL GOES BULLISH | MARKET CLOSE

10/14/2025, 11:55:10 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CHINA ISSUES CONTINUE, BANK EARNINGS CRUSH, CRYPTO GETS HIT | MARKET OPEN

10/14/2025, 4:05:08 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Robinhood Continues to Expand Prediction Markets | Tech Bros

10/14/2025, 2:54:47 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Tom Lee Buys ANOTHER 200K ETH, Trump PIVOTS on China, Howard Marks Says NO BUBBLE | Daily Recap

10/13/2025, 11:30:58 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

S&P ADDS $800B OF MARKETCAP, OPENAI SIGNS ANOTHER MASSIVE DEAL | MARKET CLOSE

10/13/2025, 9:29:53 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

MARKETS TRY TO RECOVER AFTER THE TRUMP-CHINA SELLOFF, JPM INVESTS $1T, EARNINGS BEGIN | MARKET OP

10/13/2025, 3:26:21 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

THE MOST HATED V-SHAPE CONTINUES | MARKET FUTURES

10/13/2025, 1:13:31 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

MARKETS HAVE THEIR FIRST -2% DAY SINCE APRIL, CRYPTO SLIDES DOWN | MARKET CLOSE

10/10/2025, 10:35:53 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NVIDIA HITS ALL TIME HIGHS, 3 YEAR BULL MARKET ANNIVERSARY, GOV STILL SHUTDOWN | MARKET OPEN

10/10/2025, 4:40:00 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

MICRON EARNINGS, POWELL SPEAKS & MARKET GETS FRAGILE, TECHNICAL TUESDAY | MARKET CLOSE

9/23/2025, 11:43:46 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

S&P 500 HITS ALL TIME HIGHS AS WE END OUT THE SECOND WEEK OF SEPTEMBER | MARKET OPEN

9/12/2025, 5:09:03 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

OPENAI EXPANDS DATACENTERS, POWELL SPOKE YESTERDAY, MARKETS TRY TO REBOUND | MARKET OPEN

9/24/2025, 4:20:32 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NVIDIA INVESTS $100B INTO OPENAI, PALANTIR RAISED TO $215 FROM BOFA | MARKET OPEN

9/23/2025, 3:46:22 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

JOBS DATA, INVENTORIES DATA, CRYPTO DOWN, MARKETS TAKE A DIP | MARKET OPEN

9/25/2025, 3:24:26 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NEW HOME SALES UP BIG, CRYPTO & MARKETS DOWN | MARKET CLOSE

9/24/2025, 10:11:03 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

ELON BUYS 2M SHARES OF TESLA ON THE OPEN MARKET, CHINA CRACKS DOWN ON NVIDIA | MARKET OPEN

9/15/2025, 3:49:56 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

ROBINHOOD GETS INTO THE S&P 500 | Tech Bros

9/9/2025, 5:13:07 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

ROBINHOOD UP 10%, NEW TOM LEE COMPANY UP 4000% | MARKET CLOSE

9/8/2025, 10:32:50 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

SAM ALTMAN COMPANY GOES PUBLIC, NEW S&P INCLUSIONS, SEPTEMBER CONTINUES | MARKET OPEN

9/8/2025, 3:10:12 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CRYPTO GETS HIT, MARKETS CONTINUE TO TRADE LOWER, MACRO THURSDAY WITH KRIS | MARKET CLOSE

9/25/2025, 9:55:10 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

JENSEN LIVE, GOLD & SILVER ALL TIME HIGHS, MASSIVE ASTS DEAL, XAI RAISES $20B | MARKET OPEN

10/8/2025, 3:30:19 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

MARKETS HIT ALL TIME HIGHS | MARKET CLOSE

10/8/2025, 9:54:47 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

MARKETS TAKE A DIP, TESLA NEW CARS, TECHNICAL TUESDAY | MARKET CLOSE

10/8/2025, 12:31:08 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

GOVERNMENT SHUTDOWN CONTINUES, TESLA EVENT, IREN GETS A DEAL, BITCOIN ALL TIME HIGHS | MARKET OPEN

10/7/2025, 3:32:33 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Robinhood Breaks $150, AMD & OpenAI sign a MASSIVE Deal | Tech Bros

10/7/2025, 2:59:48 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

OPENAI RELEASES A TON OF NEW NUMBERS, AMD UP 25%, BITCOIN NEW ALL TIME HIGHS | MARKET CLOSE

10/6/2025, 9:50:19 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

OPENAI BUYS 10% OF AMD, GOVERNMENT STILL SHUTDOWN, CRYPTO TRYING TO COME BACK | MARKET OPEN

10/6/2025, 3:22:22 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

PALANTIR TAKES A DIP, BITCOIN TRIES FOR ALL TIME HIGHS, SAM JOINS TO DISCUSS RUBRIK | MARKET CLOSE

10/4/2025, 12:16:54 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

BTC OVER 120K, ETH GOES HIGHER, NO JOBS DATA SINCE THE GOVERNMENT IS SHUT DOWN | MARKET OPEN

10/3/2025, 5:10:20 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CRYPTO MAKES A MOVE, TRUMP WANTS MORE DEALS, MACRO THURSDAY WITH KRIS | MARKET CLOSE

10/2/2025, 10:02:50 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TESLA DELIVERY NUMBERS, NVIDIA ALL TIME HIGHS, GALAXY DIGITAL CEO JOINS THE SHOW | MARKET OPEN

10/2/2025, 3:33:22 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

S&P HITS NEW ALL TIME HIGHS, TESLA 460, BTC UP, GOVERNMENT SHUTDOWN VOTE TONIGHT | MARKET CLOSE

10/1/2025, 9:39:03 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

THE GOVERNMENT HAS SHUT DOWN, ADP JOBS DATA MISS, Q4 BEGINS | MARKET OPEN

10/1/2025, 3:35:06 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NVIDIA ALL TIME HIGHS, NIKE EARNINGS, TECHNICAL TUESDAY | MARKET CLOSE

9/30/2025, 11:29:42 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

WILL THE GOVERNMENT SHUTDOWN, NVIDIA GETS ITS LARGEST UPGRADE | MARKET OPEN

9/30/2025, 4:15:02 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Robinhood Hits All Time Highs | Tech Bros

9/30/2025, 2:58:46 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

OH MY HOODNESS | MARKET CLOSE

9/29/2025, 9:53:50 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

GOV SHUTDOWN FEARS, WHAT TO EXPECT FOR THE MARKETS IN OCTOBER | MARKET OPEN

9/29/2025, 3:36:00 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

WILL THE GOVERNMENT SHUT DOWN, Q3 COMING TO AN END THIS WEEK | MARKET FUTURES

9/29/2025, 2:09:14 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

CRYPTO TRIES TO RECOVER, S&P GOING FOR A GREEN CLOSE TO THE WEEK | MARKET CLOSE

9/26/2025, 9:57:48 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

PCE DATA, TRUMP BRINGS BACK THE TARIFFS, JENSEN THINKS AI REVENUES AREN'T STOPPING | MARKET OPEN

9/26/2025, 3:36:03 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Robinhood Joins The S&P 500, Nvidia Spends $100B | Tech Bros

9/23/2025, 2:49:27 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Dan Ives on Palantir, Tesla, Nvidia, Apple, ORBS + His Favorites!

9/22/2025, 10:45:17 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NVIDIA IS INVESTING $100B INTO OPENAI | MARKET CLOSE

9/22/2025, 9:55:27 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TOM LEE BUYS 2% OF ALL ETH, CRYPTO DOWN, DAN IVES JOINS THE SHOW | MARKET OPEN

9/22/2025, 3:44:43 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TRUMP & ELON MIGHT BE FRIENDS AGAIN, HOOD JOINS THE S&P, LAST WEEK OF SEPTEMBER | SUNDAY FUTURES

9/22/2025, 1:51:14 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

THIRD WEEK OF SEPTEMBER CLOSES | MARKET CLOSE

9/19/2025, 11:08:13 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

TESLA AI LEAD LEAVES FOR META, NVIDIA BUYS A COMPANY, QUADWITCHING DAY | MARKET OPEN

9/19/2025, 4:21:29 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

RECORD HIGHS ACROSS THE BOARD | MARKET CLOSE

9/18/2025, 9:47:53 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

NVIDIA BUYS $5B OF INTEL, META NEW GLASSES, MARKETS REACT AFTER THE FIRST RATE CUT | MARKET OPEN

9/18/2025, 4:04:01 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

ZUCKERBERG INTRODUCES NEW PRODUCTS | META CONNECT 2025 LIVE

9/18/2025, 2:13:37 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

JEROME POWELL DECIDES THE FUTURE OF INTEREST RATES | FOMC MEETING LIVE

9/17/2025, 9:34:00 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

JEROME POWELL MAKES HIS DECISION TODAY, HOW DOES THE MARKET REACT? | MARKET OPEN

9/17/2025, 3:44:24 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

FOMC MEETS TOMORROW, GRAB GOES FOR IT'S 3RD $6 CLOSE, TECHNICAL TUESDAY | MARKET CLOSE

9/16/2025, 11:14:19 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

JEROME POWELL MAKES A DECISION TOMORROW, BESSENT SAYS TRADE DEALS SOON | MARKET OPEN

9/16/2025, 3:26:00 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

Robinhood Summit Proves This Is A Trillion Dollar Company | Tech Bros

9/16/2025, 2:45:56 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

S&P HITS ALL TIME HIGHS, NVIDIA RECOVERS, GRAB GOING FOR THE 2ND $6 CLOSE | MARKET CLOSE

9/15/2025, 10:58:43 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

ROBINHOOD DOMINATES, PPI DATA, ORACLE PROVES AI IS REAL AGAIN | MARKET OPEN

9/10/2025, 2:58:38 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Amit Kukreja

ROBINHOOD GETS INTO THE S&P, CPI THIS WEEK, WHERE DOES SEPTEMBER GO | MARKET FUTURES

9/8/2025, 2:45:15 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.