Amit Kukreja

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

Name: CRYPTO MAKES A MOVE, TRUMP WANTS MORE DEALS, MACRO THURSDAY WITH KRIS | MARKET CLOSE
Uploaded: 2025-10-02T22:02:50Z
Description: twitter: https://x.com/amitisinvesting 00:00 - Headlines 15:00 - Market Close 37:09 - Kris joins for Macro 38:17 - BMNR 44:25 - Call debit spreads 53:58 - State of bull market 1:04:10 - Gov Shutdown 1:27:07 - Steve joins for AI discussion 1:35:00 - Amazon

10/2/2025, 10:02:50 PM

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Economic Summary

Government shutdown fears not impacting markets
Fed rate cuts expected to support equities
Selective market strength in tech and crypto
Healthcare sector showing recovery signals
Tariffs potentially funding farmer bailouts

Bullish

Strong momentum in crypto-related stocks
Government considering equity stakes in key companies
Ethereum price surge driving BitMine NAV higher
Mean reversion opportunities in healthcare stocks
AI CapEx still supportive for tech sector growth

Bearish

Tesla down despite beating deliveries
NVIDIA growth may slow after AI CapEx peak
AWS losing market share to Azure and Google Cloud
Consumer weakness could impact Amazon commerce
Free cash flow pressures from high CapEx spend

Bullish tickers

HOODCOINBMNRETHUNHAMDNVDARKLB

Bearish tickers

TSLANVDAAMZN

People mentioned

Donald TrumpJerome PowellTom LeeMike NovogratzCaroline LevittChris PatelSteveTanner