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
Economic Summary
- Labor market concerns drive Fed focus on rate cuts
- Tariffs may cause less disruption than feared
- Most investors beating S&P year-to-date
- AI-driven revenue already in trillion-dollar range
- Bubble fears exaggerated due to high-value pre-revenue firms
Bullish
- Tesla options inflow signals investor confidence
- Ford benefits from new trucking tariffs
- Palantir secures $100M IRS contract
- NVIDIA seen as future $10T AI infrastructure leader
- BTI valued attractively with diversified tobacco products
- Cisco to benefit from AI-driven data center build-outs
- Salesforce undervalued with potential growth
- Ethereum expected to dominate future blockchain payments
- Shift4 has strong tech advantage and management quality
Bearish
- Meta lacks a significant consumer AI product
- Tesla may miss upper-end Q3 guidance without China revenue
- BMNR short-term volatility causing investor concern
- Some market sectors show excessive valuations
- Shift4 is priced skeptically despite growth projections
Bullish tickers
TSLAFPLTRNVDABTICSCOCRMETHFOUR
Bearish tickers
METATSLABMNRFOUR
People mentioned
Matt MoneyDan IvesKen GriffinFarzadJensen HuangBrad GerstnerSham SankarVladDonald TrumpJared IsaacmanSuchan