Amit Kukreja

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

Name: TESLA AI LEAD LEAVES FOR META, NVIDIA BUYS A COMPANY, QUADWITCHING DAY | MARKET OPEN
Uploaded: 2025-09-19T16:21:29Z
Description: twitter: https://x.com/amitisinvesting 00:00 - Intro 16:50 - Meta 20:30 - Tesla lead leaving 44:00 - Market Open 1:59:00 - SEC Chair 2:17:00 - 100K Subs

9/19/2025, 4:21:29 PM

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Economic Summary

Recent rate cut boosted market sentiment
Quad witching causing unusual options-related moves
Trump-Xi call discussing TikTok and economic relations
Microsoft increasing CapEx for data centers
JP Morgan bullish on Meta despite Reality Labs losses

Bullish

Rate cut provides massive market tailwind
S&P 500 near all-time highs
SoFi breaking above $28 with strong growth outlook
Apple momentum on new iPhone models
Nuclear energy stocks surge on CapEx spending needs
Meta committed to high AI CapEx benefiting chipmakers

Bearish

NVIDIA faces China antitrust concerns
Tesla AI lead departure raises questions on humanoid ambitions
Meta's Reality Labs expected to lose $22B in 2026
OpenAI physical products face skeptical consumer sentiment
FedEx failed to hold gains after earnings beat

Bullish tickers

SOFIAAPLOKLOBMNRAMDNVDA

Bearish tickers

NVDATSLAMETAFDXOPENAI

People mentioned

Donald TrumpXi JinpingMark ZuckerbergSam AltmanJensen HuangPatty O'BrienChris CamilloJasonTom LeeVlad Tenev