Amit Kukreja
THIRD WEEK OF SEPTEMBER CLOSES | MARKET CLOSE
9/19/2025, 11:08:13 PM
Economic Summary
- Quad witching day shows upside momentum
- Rate cuts anticipated with strong Q3 earnings
- LLM wars continue with major AI funding rounds
- Trump promotes gold card visa to raise revenue
- H-1B visa fee increase to $100,000 aims to protect US jobs
Bullish
- Multiple stocks hitting all-time highs
- S&P 500 closes at record levels
- Strong momentum in quantum computing stocks
- Robinhood and Applovin inclusion into S&P driving gains
- SoFi breaking $29 for first time in history
Bearish
- Oklo valued at $19.9B despite no revenue or earnings
- Potential October market pullback after strong August and September
- Bitmine vulnerable if Ethereum price declines
- High H-1B visa fees may reduce hiring of skilled foreign workers
- Frothiness in certain market subsets like energy
Bullish tickers
HOODSOFIGOOGLPLTRAAPLTSLANVDA
Bearish tickers
OKLOBMNR
People mentioned
Donald TrumpJerome PowellTom LeeElon MuskTim CookJensen HuangCharlie KirkJohn FettermanDavid SachsChamath PalihapitiyaDan Ives