Amit Kukreja

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

Name: NVIDIA INVESTS $100B INTO OPENAI, PALANTIR RAISED TO $215 FROM BOFA | MARKET OPEN
Uploaded: 2025-09-23T15:46:22Z
Description: twitter: https://x.com/amitisinvesting 00:00 - NVDA 16:58 - Palantir 25:17 - Macro 32:08 - Goolsbie 35:22 - Mike Wilson 44:00 - Market Open 1:25:38 - Trump Live 2:00:00 - Eliano Joins 2:32:00 - Kris Joins

9/23/2025, 3:46:22 PM

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Economic Summary

Retail investors bought $4.5B in a day after Fed cut
Fed rate cuts support early-cycle bull market
Foreign ownership in US equities rising above 18%
PMI services beat, composite slightly missed
Small caps could benefit from aggressive Fed cuts

Bullish

NVIDIA $100B OpenAI investment fuels AI boom
Retail investors buying at record pace
Palantir upgraded by BofA to $215
Data center demand doubling for many firms
Early-cycle bull market per Mike Wilson

Bearish

Concerns about bubble in AI infrastructure spending
Fed behind the curve could cause short-term correction
Government shutdown risk in October
Some mega-cap valuations stretched
Oracle may need earnings to justify rally

Bullish tickers

NVDAPLTRTSLAGOOGLSOFIIRENAMD

Bearish tickers

ORCLBMNR

People mentioned

Jensen HuangSam AltmanGreg BrockmanDonald TrumpJerome PowellMike WilsonTom LeeLisa SuVolodymyr ZelenskyJavier MeleScott PessinAntonio GuterresUrsula Von Der LeyenMarianaAnthony NotoAlex KarpShyam SankarStephen CohenChris Patel