Amit Kukreja

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

Name: GOVERNMENT SHUTDOWN CONTINUES, TESLA EVENT, IREN GETS A DEAL, BITCOIN ALL TIME HIGHS | MARKET OPEN
Uploaded: 2025-10-07T15:32:33Z
Description: twitter: https://x.com/amitisinvesting 00:00 - Iren AMD AI Deals 10:00 - Headlines 21:00 - Gold 34:00 - Trump Buying Companies 44:00 - Market Open 1:19:00 - Job Data 1:53:18 - Private Equity 2:08:00 - Optimus 2:25:00 - Oracle

10/7/2025, 3:32:33 PM

View channel Watch on YouTube

Economic Summary

Gold hits record highs amid dollar weakness
Inflation expectations remain above target
AI investment viewed as industrial revolution tailwind
Small business hiring intentions up recently
Jobs growth slowing per private data

Bullish

Massive AMD-OpenAI deployment announced
Dell doubles long-term revenue and EPS growth targets
Prediction markets gaining institutional investment
Gold surging as investors de-dollarize
Tesla may launch affordable Model Y

Bearish

AI valuations may be in bubble territory
Oracle's GPU rental margins low at 16%
Potential prolonged US government shutdown
SEC probe into AppLovin could pose risk
Dollar weakness raises sovereign risk concerns

Bullish tickers

AMDDELLSMCITSLAICEAPP

Bearish tickers

ORCLAPPUSD

People mentioned

GregDonald TrumpJerome PowellTom LeeTrevor LawrenceKen GriffinSusan CollinsMarjorie Taylor GreeneAngus KingDan SchulmanMark CarneyElon MuskKim KardashianSidney Sweeney